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From the Classroom to Client Conversations: Susan Sykes' Story
After a long and meaningful career in education, Susan Sykes stepped into a completely new world: life insurance. Trading classrooms for...

Equis Financial
2 min read


Summer Reading List for Agents & Leaders Ready to Grow
Whether you’re in the field helping families or leading a growing team, summer is the perfect time to reset, refocus, and invest in your...

Equis Financial
2 min read


Celebrating the Fathers of Equis Financial
Honoring the Dads Who Lead with Heart and Hustle This Father’s Day, we’re shining a spotlight on the men of Equis Financial who do more...

Equis Financial
3 min read


Annuity Awareness Month & Equis' Annuity Specialists
June is Annuity Awareness Month — If you feel you don’t really understand annuities, you’re not alone. In fact, 64% of people say a...

Equis Financial
2 min read


Final Month of Q2: Are You on Track?
It’s hard to believe, but we’re already stepping into the final month of Quarter 2. That’s right— June is here . If you set goals at the...

Equis Financial
2 min read


Summer's Here — What If a Side Hustle Could Make a Long-Term Impact?
If you work in education or any profession with a lighter summer schedule, you may be asking yourself, “What should I do with this extra...

Equis Financial
2 min read


Adapting to Change: The Secret to Longevity in Business
If you’ve been in business for yourself for a while, you’ve already discovered one universal truth: change is constant. Client needs...

Equis Financial
2 min read


A Tribute to the Moms of Equis Financial
There’s a special kind of strength in a mother who refuses to settle — who wakes up every day with her children on her mind and her...

Equis Financial
3 min read


We’ve Got Your Back: Empowering You in the Retirement Solutions Space
At Equis, we pride ourselves on being The Agent’s Company and a true partner dedicated to your growth and success. Whether you’re just...

Equis Financial
2 min read


More Than Commission: How Equis' Monthly Bonus Program Rewards Performance
At Equis Financial, we believe results should be rewarded — not just once, but every single month. That’s why we’ve built a bonus program...

Equis Financial
2 min read


How to Break Through the Slump and Win in This Business - Written By Bill Martin OG
This week’s Blue Blog is a little different. It’s just me—Bill OG—talking directly to anyone out there who might be struggling. Whether...

Equis Financial
3 min read


An Agent's Perspective of the Equis Dashboard Leaderboard - Written By John Ray
Anyone who’s been part of the Equis family has done it. I’m talking about writing an app at 5:01 PM on a Friday evening, submitting it to...

Equis Financial
2 min read


Connor Jones: Setting the Gold Standard at Equis Financial
At just 26 years old, Connor Jones is proving that age is just a number when it comes to building a thriving business in the insurance...

Equis Financial
1 min read


RSU — The Wait Is *Almost* Over!
The wait is almost over! If you're registered for Retirement Solutions University (RSU) next week, get ready for two powerful days of...

Equis Financial
2 min read


3 Ways To Maximize Your Gold Standard Tour Experience
The Gold Standard Tour is an incredible opportunity to learn, network, and grow as an agent. To make the most of this event, you need to...

Equis Financial
2 min read


5 Game-Changing Ways PhoneBurner & LeadCENTER Impact Your Business
In the fast-paced world of insurance sales, efficiency is everything. That’s why PhoneBurner , now integrated with Integrity’s LeadCENTER...

Equis Financial
2 min read


Resources for Tracking Your Numbers: How Equis’ Technology Can Benefit Your Business
Success in this business isn’t about guessing—it’s about knowing. At Equis Financial, we provide the tools you need to track your numbers...

Equis Financial
2 min read


Maximize Your Success in 2025: Equis’ Recommended Daily, Weekly, and Monthly Training Calls
At Equis Financial, we’re committed to your success, and we know that continuous training is essential for growth. Whether you're just...

Equis Financial
2 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
3 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
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