One of the incredible advantages that comes along with being part of The Agent's Company is access to specialists who can guide your clients through the intricacies of advanced products by crafting tailored strategies to get them to and through the stages of retirement. By using the specialist program, even the newest of agents can empower their clientele by safeguarding their businesses and assets, alleviating debt burdens, offering Living Benefits, and furnishing tax-free income solutions without having to be the subject matter experts themselves!
Becoming a specialist requires participation in the comprehensive Retirement Solutions University, successful completion of a thorough final examination, fulfillment of 20 sales (for IUL or Annuity specialization), and execution of a presentation roleplay.
We would like to recognize the agents who have put in the time and effort to learn and implement the knowledge and strategies required to be a specialist while helping their fellow agents protect families across the US!
 | ANNUITY SPECIALISTS Kyle Keator Rob Berger Brandon Clarke Danny Favreau Paul Sharp Fred & Deb Johnson RJ Maki Russ Tessman Allen Larkins Daniel McRae Joe Skelley | DEBT ELIMINATION SPECIALISTS Allen Larkins Carrie Holida Jackie Rhodes Jimmy Glascott Joe Skelley Matthew Butler RJ Maki Brad Schmidt |
IUL SPECIALISTS
Fred & Deb Johnson Jeff Geske RJ Maki Allen Larkins Mary Conway Heather Owens Brandon Clarke Heather Deatz Jim Glascott Rick Reed, Jr Lori Booth | Rob Berger Danny Favreau Wendy Baxter Mark Levy Chris Tinsman Kevin Ards Matthew Wilson Stan Smith Muggs Helin Holly Kempton David Sell | Mark Jaunet Derek Uwazie Joe Skelley Claudia Mathieu Brenda Berger Natalie Elliott Brad Schmidt Tory Valin Kevin Hopkins Duncan Douglas Jeff Helin | Bruce Hendricks Paul Vassallo Patrick Hutchinson Khadein Newman Kyle Keator David Clay Stephanie Maus Rod Williams Glenn Thompson Denise David Grady Sampson |
If you have a referral, but are unsure of where to send it, you can either reach out to your Regional Manager, submit the referral via the RSS referral form on your Equis homepage, or you also have the option of emailing us at equisretirementsolutions@equisfinancial.com.
If you are interested in learning more about Retirement Solutions, the products we offer, or the multitude of ways we can help the clients you protect, check out the numerous training videos we have available in the Training Center and tune into the weekly Retirement Solutions Roundtable on Wednesdays at 11 AM ET.
For a deeper dive, come join us at a Retirement Solutions University near you!
