17 Managers Promoted in August 2021!


LYNCHBURG, VA - September 10, 2021 - Equis Financial is excited to announce its newest promotions! We had a total of 17 managers promoted in the month of August. Congratulations to these managers who achieved a new promotion!



Senior Executive Marketing Director Michael H. (Builders' Boost Participant)


Executive Marketing Directors Darren W. (Builders' Boost Participant) Connie & Dick S. (Builders' Boost Participants)


National Marketing Directors David S. (Silver Elite Producer & Builders' Boost Participant) Lori M. (Platinum Elite Producer & Builders' Boost Participant) Matthew & Kelsie W. (Builders' Boost Participants)


Regional Marketing Directors Casey & Jodie W. (Builders' Boost Participants)


Executive Manager Jamie T. (Silver Elite Producer & Builders' Boost Participant)


District Managers David R. (Platinum Elite Producer) Joan Bean (Silver Elite Producer) Cliff D. (Silver Elite Producer)



Senior Sales Managers Ken L. (Platinum Elite Producer) Natalie E.  Jason B. (Silver Elite Producer)



Sales Managers Wendy B. (Silver Elite Producer) Orlando V. Cody B.


In order to qualify as a Senior Executive Marketing Director, the agent will have a minimum of $600,000 Issued Paid Business and 1 qualified Equis Representative for 2 consecutive months.


In order to qualify as an Executive Marketing Director, the agent will have a minimum of $300,000 Issued Paid Business and 1 qualified Equis Representative for 2 consecutive months.

In order to qualify as a National Marketing Director, the agent will have a minimum of $175,000 Issued Paid Business and 1 qualified Equis Representative for 2 consecutive months.

In order to qualify as a Regional Marketing Director, the agent will have a minimum of $150,000 Issued Paid Business and 1 qualified Equis Representative for 2 consecutive months.

In order to qualify as an Executive Manager, the agent will have a minimum of $125,000 Issued Paid Business and 1 qualified Equis Representative for 2 consecutive months.

In order to qualify as a District Manager, the agent will have a minimum of $35,000 Issued Paid Business and 1 qualified Equis Representative.

In order to qualify as a Senior Sales Manager, the agent will have a minimum of $25,000 Issued Paid Business and 1 qualified Equis Representative.

In order to qualify as a Sales Manager, the agent will have a minimum of $15,000 Issued Paid Business and 1 qualified Equis Representative.

About Equis Financial

Equis Financial is a premier Insurance Marketing Organization for independent insurance agents and agency builders today. Designed from the ground up by industry veterans, Equis provides a proven system that works for anyone. With the driving force of progressive technology, an exclusive lead program, a competitive product portfolio, and state-of-the-art training, Equis has created a company for agents and agency builders to develop a profitable business while leading themselves and others to financial freedom.

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