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Equis Financial
3 min read
The Gold Standard: Your Blueprint for Building a Thriving Agency
The Gold Standard isn’t just a benchmark; it’s a mindset, a culture, and a roadmap to building a thriving agency while maximizing your...


Equis Financial
2 min read
Avoiding Chargebacks & Lapsed Policies
Nothing hurts an agent’s momentum more than policy lapses and chargebacks. Not only do they impact your income, but they also mean...

Equis Financial
2 min read
GO NOW: The Formula for Success
At Equis Financial, we know success isn’t just about the destination—it’s about taking action every step of the way. That’s why we’ve...

Equis Financial
2 min read
Ignite Your Success with Equis Financial’s New Agent Incentive Program
At Equis Financial, we’re committed to setting you up for success from day one. That’s why we’re thrilled to reintroduce the Ignite...

Equis Financial
2 min read
5 Must-Read Books to Ignite Your Growth
As a professional in any industry—whether you're in sales, leadership, or building a business—your mindset and habits are your greatest...

Equis Financial
2 min read
Barry Clarkson's New Year Guide
As we step into 2025, there’s a renewed sense of purpose and excitement in the air. In his 2025 Kick-Off Call, Barry Clarkson shared...

Equis Financial
2 min read
Reflect, Recharge, and Reset: 10 Ways to Plan for a Successful New Year
As the year winds down, the final days present a valuable opportunity to reflect, recharge, reset , and gear up for the year ahead....

Equis Financial
3 min read
What to Expect at the 2025 Winter Leadership Retreat
Imagine a place where you can deepen your connections with Equis Financial’s top leaders and peers while surrounded by history and...

Equis Financial
2 min read
Deanna Cooper: A Million-Dollar Milestone and a Legacy of Hard Work
In the world of life insurance, few achievements are as extraordinary as reaching $1 million in paid personal production in a single...

Equis Financial
2 min read
How to Accelerate Underwriting Decisions
This information was recently shared in a Retirement Solutions Roundtable Podcast, shedding light on why some life insurance applications...

Equis Financial
1 min read
4 Ways to Be an Impactful Manager
Recruiting agents is an exciting opportunity to grow your team and boost your earnings, but being a great Direct Manager starts with...

Equis Financial
3 min read
Bill Martin OG's 7 Tips On Staying Productive Through the Holiday Season
As the holidays approach, many agents face a common challenge: staying productive amidst the seasonal distractions and end-of-year...

Equis Financial
2 min read
Throwback Thursdays with Bill & Rob’s Excellent Adventure Hour: Relive the Journey!
In 2016, Bill Martin and Rob Jones—two of the founding members of Equis Financial—set out to build more than just a company. As key...

Equis Financial
2 min read
Redefining Stability: Embracing the Commission-Based Path to Build the Life You Want
Many people shy away from commission-based careers, fearing that they can’t offer the stability or security of a traditional paycheck....

Equis Financial
3 min read
The Power of Language: A Conversation with Author and Motivational Speaker Thomas Blackwell
Tune in to the Retirement Solutions Roundtable with Thomas Blackwell on Equis' Training Center or wherever you get your podcasts!...

Equis Financial
1 min read
How to Customize Your Free Personal Agent Website to Stand Out With Clients
As an agent at Equis Financial, you have access to a free Personal Agent Website. Now, you can customize the information in your...

Equis Financial
2 min read
From Retirement to Building a Legacy: Muggs Helin's Inspiring Journey
In June of 2018, Muggs Helin made a bold decision that would forever change the trajectory of her retirement. After stepping away from...

Equis Financial
2 min read
Offer Life Quotes Faster with Quick Quote - Free for Equis Agents!
What Is Quick Quote? Available in LifeCENTER and free to all Equis Financial agents , the Quick Quote feature allows you to rapidly...

Equis Financial
2 min read
3 Ways to Prepare for Success While Waiting for Integrity LeadCENTER (ILC) Access
Getting started with the Integrity Lead Center (ILC) can take 1-2 business days after you're marked "Good to Go" on your Equis Profile....

Equis Financial
2 min read
Transforming Your Business with Next Level Leadership
When I left my old job—I was tired. Tired of feeling stuck, tired of working long hours for little reward, and tired of not having the...
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