A Journey of The Equis Opportunity
Overview video that shows the journey of someone transitioning out of their full-time career to begin a new career as an agent, and later, an agency manager at Equis Financial. We are The Agent's Company. We are Equis Financial. For more information, please visit: www.equisfinancial.com
Integrity Continues Industry-Leading Growth with the Addition of Equis Financial
Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance products, today announced it has acquired Equis Financial, Inc. (“Equis”), headquartered in Asheville, North Carolina. As part of the transaction, Equis partners Barry Clarkson, Rob Jones and Bill Martin, as well as all Equis employees, will become owners in Integrity. “As a platform, Integrity continues to focus on organic sales growth, growing by almost 30 percent organically last month alone, while we continue to add world-class partners during these challenging times,” said Bryan W. Adams, Co-Founder and CEO of Integrity. “Entrepreneurs realize that joining our partnership supplies the resources they need to drive growth, brings an open collaboration amongst industry icons and provides a way to diversify their business despite current challenges in society. Adding Barry, Rob, Bill and all of the exceptional leaders at Equis Financial will accelerate our combined growth as we provide even more Americans with the important life and health insurance coverage they need.” Equis and Integrity share many core values, which have prepared both companies for success. In 2020, Equis expects to produce over $100 million of annualized premium through final expense, mortgage protection, living benefits and financial planning products. “Joining Integrity was the easiest decision I’ve made in 40 years in this industry,” said Barry Clarkson, President and CEO of Equis. “We took Equis as far as we were capable of taking it. We are now part of a revolution taking place under the Integrity banner, giving us access to resources, products and marketing capabilities that we never could have obtained on our own. We are joining the icons of the industry.” Clarkson continued, “Now being able to collaborate with the elite leaders of our industry, the top tier performers and executors who have also become Integrity partners, is priceless. I would hate to be on the outside looking in on this opportunity. By joining Integrity, we can do anything. The power of working together is endless.” What does this mean for The Agent's Company? “When we met the Integrity team, we knew we had found a company whose core values and drive align perfectly with ours,” said Rob Jones, Executive Vice President of Agency Development of Equis. “Through this partnership, we are still Equis, but with more opportunity. We get to operate the same way we always have and be even more committed to our agents in the field.” Integrity’s partnership program will open doors to Equis’ team on a diverse range of products using industry-leading sales tools and technology. Equis will also gain increased resourcing in compliance, human resources, social media and marketing. In addition, all Equis employees are eligible for meaningful company ownership through Integrity’s Employee Ownership Plan. “The Integrity platform moves our business plan forward by at least ten years from where we could take it on our own,” said Bill Martin, Executive Vice President of Sales Development at Equis. “We realized immediately that we would be foolish for not taking advantage of the chance to partner with Integrity. I have seen the growth other companies experience when they join Integrity and we will see the same thing happen with Equis. Get ready for an explosion with Equis Financial!” “As a member of the Integrity family, Equis joins an organization that is committed to industry transformation with the right partners by our side,” said Steve Young, Chairman of Integrity. “They will experience the ‘Integrity effect,’ which allows entrepreneurs to see their possibilities in our industry truly expand. We are honored to add Equis to our team and excited to grow our presence in the final expense and living benefits market.”
Equis Financial Living Benefits
When you hear the term “Life Insurance,” what comes to mind? Most might think of money accessible to loved ones only after you kick the bucket. But, what if we told you there’s a NEW kind of life insurance, one far more useful than the OLD kind of life insurance, one that can be utilized while you’re still living. It’s not too good to be true, it’s called Living Benefits.
Equis Financial: The Agent's Company
We are Equis Financial, The Agent’s Company! View our all-encompassing company overview video to gain an understanding of who we are, where we’ve come from, and what we stand for. Get a glimpse of our leadership team, the many different support departments located in home offices across the country, and the day-to-day life of an Equis agent. By the end of this video, you’ll know exactly why we proudly declare ourselves The Agent’s Company!
Open Systems Technologies, Inc. (OST) Intro!
Continually learning, innovating, and embracing entrepreneurship is critical to the evolution of our technology platform. It's also the foundation on which Equis Financial was built. Through our partnership with Open Systems Technologies, Inc., the next great thing for Equis Financial is right around the corner. Join us on that journey and let's find that next great thing together.
Equis Technology Interview w/ Barry Clarkson & Meredith Bronk
The future of Equis Financial's technology has never been brighter thanks to Open Systems Technologies, Inc.! OST President & CEO Meredith Bronk sits down with Equis President & CEO Barry Clarkson for an intimate discussion on the importance of technology in our modern world and how that importance is driving a revolution at The Agent's Company.
Builders' Boost Program - David Schneider
David Schneider, Executive Manager, Platinum Elite Producer, CEO of DSI Groups, and Builders’ Boost Participate, debuted his beautiful office in Boca Raton, FL. during our Virtual RTC! Take a look at what David has been able to accomplish with his monthly stipend! With a B.S. in Business, David knew in his heart that owning a business, being his own CEO, and building a passive income for him and his family was something he was destined to do. When Equis rolled out the Builders’ Boost Program, David was one of the first managers to take advantage of the monthly stipend to open his own office. David has been able to make a multiple 6-figure income while also helping to be “Mr. Mom” and never miss a beat at home with his girls. He has built a strong team and now has a place for all of them to congregate together and grow under one roof… David knows that having an office builds credibility in one's business, and believes with his office, the sky is the limit.
Builders' Boost - Lex Bailey
In 2017, Lex Bailey left his health care and real estate careers of roughly 20 years in pursuit of more financial freedom. Now, in 2020, Lex has taken HUGE strides towards that goal and has earned a promotion to Regional Manager and the opportunity to become part of our Builders' Boost program. Thanks to the Builders' Boost stipend, Lex was able to open an office for his team to come together, strategize, train, and continue to provide top-notch care for families. "The Builders' Boost program will help us build a legacy like no other." - Lex Bailey We can't wait to see what Lex does next! #EquisFinancial #BuildersBoost #FinancialFreedom
Equis Financial Success Story - Johnnie Brooks
As a full-time firefighter and successful part-time District Manager at Equis Financial, Johnnie Brooks perfectly illustrates The Equis Opportunity. View this featured success story to truly understand Johnnie's dedication to service, community, and family.
Equis Financial Success Story - Connor Jones
Introduced to the insurance industry by father Rob Jones (Executive Vice President of Agency Development at Equis Financial) at the young age of 12 years old, Connor Jones was destined for success in this business. Earning the Ignite Award and reaching Elite Producer status while still in high school was just the beginning of Connor's success at The Agent's Company. Few have made the most out of The Equis Opportunity as much as Connor. This is his Equis Financial success story.
Equis Financial Success Story - Clytha Hollins
In her first year with Equis Financial, Clytha Hollins was able to replace and exceed her teacher's salary while working on a part-time basis! View her featured success story to understand exactly what The Equis Opportunity means to Clytha and her family.
Equis Financial Success Story - Cassandra Dostourian
View the Equis Financial featured success story of Cassie Dostourian, an Equis Financial agent who is in the process of building her team. Cassie joined Equis Financial mid-2016 and in 6 months was just pennies shy from making $100,000... Cassie was able to pay off all of her student loans and personal debt, while also providing a sustainable life for her daughter and herself. We are proud of Cassie and her strength to strive for success and look forward to seeing everything she will accomplish here at Equis Financial.
Equis Financial Success Story - Darren Willis
Working full-time overseeing the state of Georgia's Medicaid budget would be enough for most people...Darren Willis is not most people. He seizes The Equis Opportunity as a part-time District Manager to help put his 2 kids through private school. This is his Equis Financial featured success story.
Equis Financial Success Story - The Kights
From a student-athlete and aspiring pro-golfer to the Manager of the most profitable Equis Financial team in 2017, John Kight takes you through his professional evolution and motivations in life. Alongside his wife Kim and two children John and Emily Claire, the Kights display their motivations behind "chasing a dream."
Equis Financial Success Story - The Rodriguez Family
Follow the story of the Rodriguez family's journey in life, love and the insurance industry. See how this extraordinary family established themselves as leaders within their Hispanic community and how they'll be spearheading a new crusade in support of Spanish-speaking agents and clients within Equis Financial.
Equis Financial Success Story - The Sylvesters
In this Equis Financial featured success story, Dick and Connie Sylvester share the story of their past, present and future together as a couple and team. See why these industry veterans chose Equis Financial after years of success with other IMOs and get a glimpse into their priorities, goals and aspirations in business and in life.
FEATURED SUCCESS STORIES
2020 National Training Convention Highlight Video
The 2020 National Training Convention was one of the best conventions to date. Over the course of 3 unforgettable days, Equis agents had the opportunity to rub shoulders with top producers and managers, receive industry-leading training from carriers and executives, all while enjoying a luxurious resort experience in beautiful Orlando, Florida. Equis Financial truly IS The Agent's Company, but don't take our word for it... see for yourself!
2019 National Summer Convention Highlight Video!
As President & CEO Barry Clarkson so eloquently describes The Equis Opportunity, "There is no one that can hold you back from accomplishing success but you!" Equis Financial allows you to be your own boss, your own CEO. The 2019 National Summer Convention reaffirmed that mission statement across 3 days of intimate training, hands-on education, and motivation from the industry's most lauded leaders. Do you have what it takes to be an Equis Tough CEO? Take the next step and sign up for our 2020 National Training Convention from January 9 - 11! bit.ly/2KR60Kj
2019 Equis Financial National Winter Convention
The 2019 National Winter Convention represented a true turning point for Equis Financial. Over the course of 3 unforgettable days, Equis agents had the opportunity to rub shoulders with top producers and managers, receive industry-leading training from carriers and executives, all while enjoying a luxurious resort experience in beautiful Orlando, Florida. Equis Financial truly IS The Agent's Company, but don't take our word for it...see for yourself.
Equis Financial Build Day 2018
We build, we play, we grow, together. Alongside KaBOOM!, YMCA of Western North Carolina & Foresters Financial, Equis Financial took part in the 2018 Playground Build Day benefitting Black Mountain Primary School & Buncombe County Schools! The lasting, positive effect of this build will be felt in the hearts of the local community for years to come. We are humbled to have played a role during this historic day!
2018 Equis Financial Summer Sales Convention
Relive the historic moment that was Equis Financial’s 2018 Summer Sales Convention with our convention highlight video! Over 3 days in Orlando, FL, The Agent’s Company gathered as one to take in industry-leading training, rub shoulders with fellow agents, and have a little fun amid the education and inspiration. What an incredible start to Phase 2!
Equis Financial: 2018 National Winter Convention - Orlando, Florida
Take a glimpse into Equis Financial's 2018 National Winter Convention, held in beautiful Orlando, FL. Experience the inspiration, education and communal atmosphere on display when Equis Financial comes together as one. Over the course of 2 days, agents both new and established displayed why Equis Financial is truly "The Agent's Company."
Equis Financial: 2017 National Summer Convention - Orlando, Florida
Culture, Contagious, Communication, Connection, Commitment, Care, Consistent. Keynote Speaker Jon Gordon’s 7 Cs to Build a Winning Team serve as the perfect description of Equis Financial’s 2017 National Summer Convention. Held over 2 days in beautiful Orlando, FL, the Equis family came together and experienced a magical mix of training, networking, inspiration and a commitment to the long term success of our company.
Maui 2020 Incentive Trip Preview
Need more reason to make the most of The Equis Opportunity? How about a luxurious incentive trip to the beautiful island of Maui, Hawaii?! Take a peek at the world-class accommodation and adventure that awaits you at the Hyatt Regency Maui Resort & Spa! You don't want to miss this trip, Equis Nation!
Equis Financial 2018 Punta Cana Incentive Trip
The best of the best at Equis Financial enjoyed 5 days of pure luxury at an all-inclusive resort in Punta Cana, Dominican Republic! They soaked up the sun, sought thrills through unforgettable experiences, and relished in the undeniable atmosphere of one of the world's most beautiful resorts, the Paradisus Palma Real Resort! Take a glimpse at this once in a lifetime incentive trip.
Equis Financial: 2018 Leaders' Retreat - Fontana Village, North Carolina
Take a behind the scenes look at Equis Financial's 2018 Leaders Retreat at the breathtaking Fontana Village Resort! Equis Executives, Regional Managers, and District Managers joined together in the mountains of Western North Carolina for an inspiring 3-day retreat focused on leadership, education, and reaching new heights at The Agent's Company. Get inspired!