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10 Years of Equis: Nick & Cindi Theodore's Leadership Turned Legacy
Before joining Equis Financial, Nick and Cindi Theodore were no strangers to hard work. They had been in the insurance industry for years but found themselves limited by the lack of technology, leads, and carrier options at their previous company. Despite their experience, they felt stuck—without the tools or infrastructure needed to truly grow. So when Equis Financial launched, they recognized something different right away. It was a company built to empower agents, not rest
Equis Financial
2 min read


Visualize Your Team’s Growth with the Equis Agent Dashboard
Over the past two weeks on Friday's Equis Leaders’ Call, President & CEO Barry Clarkson has shared insightful visuals breaking down the hierarchies of some of Equis’ top managers. These diagrams show how each team member contributes to the overall percentage of their team — a clear illustration of balance, growth, and leadership development within a healthy organization. The great news? You can view the same type of data for your own team using the Equis Agent Dashboard at..
Equis Financial
1 min read


10 Years of Equis: From Day 1 with Dan & Janelle Lambert
Ten years ago, Dan Lambert was searching for more — more opportunity, more support, and more potential for his family’s future. He had already built a strong foundation in the industry, but the path forward was uncertain. Then came a conversation that changed everything. Bill Martin OG — one of the original founders of Equis — shared the vision for "The Agent's Company." A place where agents would be valued, equipped, and empowered. Where success wasn't reserved for a select
Equis Financial
2 min read


10 Years of Equis: Jerrod Ewing's Lasting Legacy
When Equis Financial first opened its doors in October of 2015, industry leaders saw something special taking shape—an opportunity to build a company that would not just participate in the insurance industry, but transform it. Among those early visionaries was Jerrod Ewing, President of PSI Groups and Integrity Managing Partner. Jerrod still remembers the exact day he made the decision to stake his flag with Equis— February 6, 2016 . At the time, the industry looked very diff
Equis Financial
2 min read


10 Years of Equis: Chris Tinsman's Decade of Dedication
From the early days of Equis to today, Chris Tinsman has stayed true to the values that define our company. As one of the original agents...
Equis Financial
2 min read


10 Years of Equis: Michael Coe Reflects on Planting His Flag in 2015
As Equis marks its 10-year anniversary, we’re taking time to spotlight the agents who have been with us since the very beginning. These...
Equis Financial
2 min read


Introducing the Gold Standard Ignite Call — Your New Tuesday Evening Opportunity!
We’re thrilled to announce a brand-new way to showcase the Equis opportunity — the Gold Standard Ignite Call , happening every Tuesday at...
Equis Financial
1 min read


Work Smarter. Sell More. See How IntegrityCONNECT Works For You.
Imagine all the tools you need to run your business — connected in one place and built to help you win. That’s IntegrityCONNECT ....
Equis Financial
1 min read


Schedule of Events - Gold Standard Tour - 10th Anniversary Celebration
This December 3-4, we’re returning to Indianapolis—the same place we held our very first Equis meeting in 2016—for our Gold Standard Tour...
Equis Financial
2 min read


Fast Start Incentive by Integrity
Integrity's new Fast Start Incentive for agents is your opportunity to receive a $1,000 bonus for submitting and being paid on 10 life...
Equis Financial
1 min read
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