IN-PERSON EVENTS
Engaging in-person events designed to build your skills, expand your network, and enhance your career.
Upcoming Events
Get your tickets today!
Gold Standard
Tour
Equis Financial’s Gold Standard Tour will focus on how to operate a Gold Standard Agency and become a Gold Standard Leader. You will dive into new strategies, sharpen your leadership skills, and discover how to grow your team effectively.
Retirement Solutions
University (RSU)
Retirement Solutions University (RSU) meetings introduce the world of Indexed Universal Life (IUL) and Fixed Indexed Annuities (FIA) to unlock the secrets of creating tax-deferred and tax-free income solutions.
Advanced
RSU
The Advanced Retirement Solutions University will include training on topics not usually covered during our previous RSU's, specifically regarding how to work with business owners and individuals with substantial assets.
equis events
FAQ
All you need to know
FREQUENTLY ASKED QUESTIONS
The Gold Standard Tour Meetings are perfect for anyone eager to take their business to the next level. Whether you're looking to master new strategies or refine your leadership skills, these meetings will provide the insights and tools you need to grow your team and elevate your personal development.
Anyone who wants to:
Learn more about the financial services industry.
Understand how our products and strategies can benefit middle America individuals and families.
Diversify their business mix and sources of revenue.
Learn how to become a great referring agent.
Learn how to ask great questions to uncover opportunities for you and the families you work with.
Learn how to develop a client for life from your mortgage customers.
At Retirement Solutions University (RSU), we teach the fundamentals of the Insurance Industry Indexing strategy, which provides the opportunity for both Indexed Universal Life (IUL) and Fixed Indexed Annuity (FIA) products to give policyholders an interest credit linked to gains in the stock market during positive years, but to never experience a share of the losses in negative years. Attendees of RSU also learn the basics of IUL's and FIA's, along with fundamentals relating to our Debt Elimination program, so that they can immediately start discussing these products with their clients. By comparison, the Advanced RSU takes the training to another level by using the foundation that was built during the RSU. Advanced RSU attendees learn how to speak with business owners and high net worth individuals about how to use these products as tax mitigation and risk management tools, thereby creating long-term and generational wealth strategies for the clients that we protect.
Yes, you are welcome to attend most Equis meetings even if you are not a current agent. Our Retirement Solutions University (RSU) and Advanced RSU trainings are reserved for Equis agents only. Please see individual event listings for more information.
Attire for Equis' Meetings and Retirement Solutions University (including Advanced RSU) is business professional.
See individual event listing about meals.
See individual event listing for details on hotel accommodations. When available, discounted room rates are first come, first served.
See individual event listing for cancellation policies.
Please email Events@EquisFinancial.com to learn more about sponsoring an event.
REAL REVIEWS FROM REAL AGENTS
“Phenomenal event with great content from top Equis builders and producers.”
REAL REVIEWS FROM REAL AGENTS
“Hands down the most impactful conference I have ever attended in my career!”
REAL REVIEWS FROM REAL AGENTS
"My first conference with Equis and I am so, so glad I went... totally pumped and ready to meet the challenge and help more people!"