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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


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
2 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
3 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
2 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
1 min read
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