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.
Equis Latino Interview w/ President & CEO Barry Clarkson
The Equis Latino movement is inspiring and enabling our Spanish-speaking agent force to find success greater than they’ve ever imagined. Watch an intimate 1-on-1 conversation between President & CEO Barry Clarkson and VP of Operations Emily Growden to learn how Equis Financial is rising to the challenge of providing the Latino community with an opportunity previously unseen in this industry!
Equis GPS: Your Personal Guide to Success!
Equis Financial is thrilled to announce Equis GPS, an all-encompassing department dedicated to guiding our agents, no matter their industry experience, to successful production. Meet the team behind our Guided Production System, learn the inner workings of our home office, and let us show you the way to financial freedom!
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
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.
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!
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!