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10 Years with Equis: The Rumbo's Growth and Grit
For Scott and Kimberly Rumbo, their Equis journey began with a simple Facebook post that changed everything. In January 2016, they saw that Barry Clarkson had joined Equis Financial. Having worked with Barry before, they commented to wish him luck—never imagining that just days later, Barry would reach out personally and ask to set up a call. “Barry’s track record of success gave us all the confidence in the world to join him again,” Scott shared. “He told us this would be ou

Equis Financial
2 min read


10 Years of Equis: Nick & Cindi Theodore's Leadership Turned Legacy
Before joining Equis Financial, Nick and Cindi Theodore were no strangers to hard work. They had been in the insurance industry for years but found themselves limited by the lack of technology, leads, and carrier options at their previous company. Despite their experience, they felt stuck—without the tools or infrastructure needed to truly grow. So when Equis Financial launched, they recognized something different right away. It was a company built to empower agents, not rest

Equis Financial
2 min read


10 Years of Equis: From Day 1 with Dan & Janelle Lambert
Ten years ago, Dan Lambert was searching for more — more opportunity, more support, and more potential for his family’s future. He had already built a strong foundation in the industry, but the path forward was uncertain. Then came a conversation that changed everything. Bill Martin OG — one of the original founders of Equis — shared the vision for "The Agent's Company." A place where agents would be valued, equipped, and empowered. Where success wasn't reserved for a select

Equis Financial
2 min read


10 Years of Equis: Jerrod Ewing's Lasting Legacy
When Equis Financial first opened its doors in October of 2015, industry leaders saw something special taking shape—an opportunity to build a company that would not just participate in the insurance industry, but transform it. Among those early visionaries was Jerrod Ewing, President of PSI Groups and Integrity Managing Partner. Jerrod still remembers the exact day he made the decision to stake his flag with Equis— February 6, 2016 . At the time, the industry looked very diff

Equis Financial
2 min read


10 Years of Equis: Chris Tinsman's Decade of Dedication
From the early days of Equis to today, Chris Tinsman has stayed true to the values that define our company. As one of the original agents...

Equis Financial
2 min read


10 Years of Equis: Michael Coe Reflects on Planting His Flag in 2015
As Equis marks its 10-year anniversary, we’re taking time to spotlight the agents who have been with us since the very beginning. These...

Equis Financial
2 min read


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


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


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


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


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


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


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


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


An Odyssey From Brazil To Entrepreneurship
An inspiring story of perseverance and triumph from Carlos Eduardo Costa, a Diamond Elite Producer at Equis Financial.

Equis Financial
3 min read
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