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Visualize Your Team’s Growth with the Equis Agent Dashboard
Over the past two weeks on Friday's Equis Leaders’ Call, President & CEO Barry Clarkson has shared insightful visuals breaking down the hierarchies of some of Equis’ top managers. These diagrams show how each team member contributes to the overall percentage of their team — a clear illustration of balance, growth, and leadership development within a healthy organization. The great news? You can view the same type of data for your own team using the Equis Agent Dashboard at..

Equis Financial
1 min read


Introducing the Gold Standard Ignite Call — Your New Tuesday Evening Opportunity!
We’re thrilled to announce a brand-new way to showcase the Equis opportunity — the Gold Standard Ignite Call , happening every Tuesday at...

Equis Financial
1 min read


Work Smarter. Sell More. See How IntegrityCONNECT Works For You.
Imagine all the tools you need to run your business — connected in one place and built to help you win. That’s IntegrityCONNECT ....

Equis Financial
1 min read


Fast Start Incentive by Integrity
Integrity's new Fast Start Incentive for agents is your opportunity to receive a $1,000 bonus for submitting and being paid on 10 life...

Equis Financial
1 min read


Unlock the Power of Carrier Resources on the Equis Agent Dashboard
At Equis, we know speed, simplicity, and support are crucial when you’re in the field helping families. That’s why the Carrier...

Equis Financial
1 min read


Finish 2025 Out Strong: 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


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


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


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


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


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


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


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
3 min read
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