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  • Delivering Quality Prospects
    The success of our agents is, and always will be, our chief concern. The one thing that stands in the way of most salespeople’s’ success is finding people who want and need their product. At Equis Financial we have eliminated that problem with our exclusive lead program.
  • Can I get my license online?
    Yes and no. You can do all your state required pre-licensing studying online with ExamFX. We have partnered with ExamFX to provide our agents with a heavily discounted rate. To register for your licensing course, contact our office for your discount code. You will be required to take your license exam at a state approved facility. ExamFX will help you locate the testing facility nearest you.
  • Are there opportunities for advancement into management?
    Yes. The Equis Platform is designed to help facilitate growth and assist our agents in building their own agencies. Our leaders and training platform feature education designed to help train and support agents who would like to build an agency of any size.
  • How much do leads cost?
    Lead cost depends on the type of lead, the age of the lead, and contract level of the agent. For a new agent leads can cost from $42.50 down to $0.50! Leads are here to help facilitate your business but are in no way required for success! Many of our top agents have found their success without the use of any leads at all.
  • Carrier Partnerships
    Everyone wants to ensure that their family is protected and provided for, no matter what happens. At Equis Financial, we have partnered with the top life insurance companies to provide our agents with a comprehensive portfolio of Mortgage Protection, Final Expense, Living Benefits, and Indexed Universal Life insurance products. With these products, our agents are able to offer competitive rates at any level of coverage, and are able to build and maintain a diverse book of business.
  • Infrastructure
    At Equis we believe in providing our agents with the best service possible. Our home office support staff tirelessly assists agents with any and all aspects of their career; from new business to leads to training, we are here to help. Chat in with our staff at anytime with the simple click of a button on our dedicated CRM platform!
  • Agent-Focused Technology
    Equis Financial is dedicated to be the driving force of progressive technology in our industry today. Every update and feature is carefully crafted by our web developers to provide the agent with everything they need to succeed, and even some things they didn’t know they needed! Have a question, comment, concern, or idea for new Equis tech? Any agent can provide their thoughts through a dedicated Feedback tab on their Agent Dashboard. It is of the utmost importance to Equis that every agent has their voice heard in an effort to build a better company, culture, and agent experience.
  • State-of-the-Art Training
    The success of our agents is measured by the strength of our training platform. With that in mind, The Agent’s Company has built, and continues to refine, what we sincerely believe to be the greatest educational platform in the insurance industry. All agents have immediate access to our groundbreaking Training Center platform, tailored exclusively by certified trainers and experienced field agents. This extensive training database includes online training videos, recorded conference calls, educational webinars, podcasts, online training courses, training documents, and more!
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