27 Managers Promoted in July 2021!


LYNCHBURG, VA - August 10, 2021 - Equis Financial is excited to announce its newest promotions! We had a total of 27 managers promoted in the month of July. Congratulations to these managers who achieved a new promotion!



Senior Executive Marketing Directors Nick & Cindi T. (Integrity Managing Partners & Builders' Boost Participants) Eric & Kim V. (Builders' Boost Participants) Scott & Kimberly R. (Builders' Boost Participants) John & Kim K. (Integrity Managing Partners & Builders' Boost Participants)

Executive Marketing Director Ollie C. (Builders' Boost Recipient) National Marketing Directors Michael H. (Builders' Boost Recipient) Bill Lampe & Terri C. (Builders' Boost Recipients) Jon S. (Silver Elite Producer & Builders' Boost Recipient) Pete B. (Builders' Boost Recipient) Robert B. (Silver Elite Producer & Builders' Boost Recipient)

Regional Marketing Directors Lori M. (Platinum Elite Producer & Builders' Boost Recipient) Nate M. (Builders' Boost Recipient) Michael & Tanya H. (Diamond Elite Producers & Builders' Boost Recipients)


Regional Managers Russ T. (Gold Elite Producer) Connor J. (Diamond Elite Producer)

District Managers Rod W. (Silver Elite Producer) Nadine S.J. (Silver Elite Producer) Cedric S. (Diamond Elite Producer) Griffin & Brittany C. (Silver Elite Producers) Emmanuel Eliason (Silver Elite Producer) Chris Toffey (Diamond Elite Producer)


Sales Managers Debbie C. (Gold Elite Producer) Alex C. Cory W.

Senior Sales Managers Barbara F. (Silver Elite Producer) Rashad G. (Gold Elite Producer) Nicholas W.


  • 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 a Regional Manager, the agent will have a minimum of $75,000 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

Founded by field agents, Equis was designed from the ground up for people looking to build a long-lasting and profitable career. By partnering with the industry's best carriers and joining forces with Integrity Marketing Group in 2019, Equis has an expansive portfolio of products to ensure proper protection for the families our agents serve. With over 10 decades of shared experience amongst our leaders, Barry Clarkson, Rob Jones, and Bill Martin, Equis is a force to be reckoned with in the insurance industry.