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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


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


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 unlike anything else in the industry . With three distinct monthly bonus opportunities, our system is designed to recognize the agents and managers who are putting in the work, growing their business, and consistently showing up to win: Producer Bonus – Gives producers the chance to earn up to $5,000 each month based on personal productio
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


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


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


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
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