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 getting started or expanding into new areas, the Training Center resources are meant to equip you with the knowledge and tools to assist you in thriving in the field.

If you’re exploring the Retirement Solutions arena, our Training Center can help to build your understanding and sharpen your skills. To access the training:

• Log in to the Training Center

• Click on the Equis Retirement Solutions Tab

  
  

There, you’ll find a collection of resources such as videos, documents, and links to in-person training to help you grow your expertise in the Retirement Solutions space.

🎓 Upcoming In-Person Training: Retirement Solutions University (RSU)

Gear up for a two-day event that will redefine your approach to retirement planning! At RSU, you'll dive deep into the world of Indexed Universal Life (IUL) and Fixed Indexed Annuities (FIA), uncovering the strategies to create tax-deferred and tax-free income solutions for your clients.

📅 Dates: June 4 & 5

🕘 Time: 9:00 AM – 5:00 PM

📍 Location: 10161 Centurion Parkway N., Jacksonville, FL

💲 Tuition: $129 (includes lunch both days!)

Click here to purchase tickets!

Don’t forget to check out our weekly podcast, Retirement Solutions Roundtable, hosted by industry experts Pete Lee and Bill Martin 2.0. Each episode dives deep into the retirement solutions space. The podcast is available for listening in the Training Center or on your favorite platforms like Spotify or Apple Podcasts.

As a reminder, if you’re an agent looking to contract with a retirement solutions carrier, your Regional Manager will need to email our contracting team to initiate that request.

Equis is here to help you thrive. At the end of the day, we don’t just want to be your IMO—we want to be the company that helps you reach your full potential!