WATCH: MEET EQUIS FINANCIAL

WHAT WE DO

Equis Financial agents help people across the country find the life insurance and retirement solutions they need to protect their families and their futures. We have partnered with industry leading carriers to bring our agents a portfolio of products that they can be proud to offer their clients. Our agents follow-up with families that have requested assistance and work with them to create a solution that best fits their needs and budget.

OUR PRODUCTS

MORTGAGE
PROTECTION

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MORTAGE PROTECTION

Mortgage protection is a simplified, quick issue insurance that is used to protect our client’s greatest asset. Mortgage protection plans are designed to provide a death benefit to pay off all, or a portion of, a client’s mortgage. Optional riders are available in most states, such as disability income and return of premium, which refunds all, or part of, the premium paid if the policy is unused. This product, offered by many of our carriers, can be customized to fit each client’s needs and budget.

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Disability
Coverage

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DISABILITY COVERAGE

Disability insurance can help you replace a portion of your income when you are sick or injured and unable to work. Many people use disability coverage to provide payments for their mortgage, vehicles, or other household expenses during that difficult time. Having this kind of coverage helps our clients to have peace of mind, knowing that in the event of a disability they will still have a monthly income. Individuals must qualify for disability coverage, which is dependent on a number of factors including current health and medical history, age, and occupation.

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Critical Illness
Insurance

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CRITICAL ILLNESS
INSURANCE

Critical illness insurance is medical insurance that provides a lump-sum benefit upon diagnosis of a covered critical illness or condition. This payout helps our clients avoid the financial burden that can be created by those illnesses. Our clients have found this benefit payout useful for getting the treatment they want, spending time with their family and friends, keeping their home, and filling in the financial gaps left by most medical insurances. Individuals must qualify for critical illness coverage which is dependent on a number of factors including, current health and medical history, age, and occupation.

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Term Life
Insurance

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TERM LIFE
INSURANCE

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 term life, whole life, and Indexed Universal Life insurance products. With these products, our agents are able to offer competitive rates at any level of coverage.

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Equity Indexed
Universal Life Insurance

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EQUITY INDEXED
UNIVERSAL LIFE INSURANCE

Indexed Universal Life insurance (“IUL”) is the fastest growing type of life insurance in the industry today. IUL is a form of permanent life insurance that provides a death benefit – a valuable resource for family members, business associates or other beneficiaries if a policy holder should die prematurely. The death benefit is generally paid income tax free to beneficiaries — a benefit only available on life insurance. This flexible form of life insurance allows our clients to choose the coverage amount based on the premium they prefer to pay and it also allows them to make changes to it as their needs change. IUL policies can build cash value over time to help provide funds for emergencies, education expenses, supplement retirement income or just to grow assets on a tax-deferred basis. The interest credits to the cash value are linked to the performance of stock market indexes, but are not a direct investment in equities, so the cash value is protected from market loss, providing more protection for the insured. Properly structured policies can provide tax-free retirement income …. and we can show you how!

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Annuities

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ANNUITIES

An annuity can be used to save for retirement, preserve funds already saved for retirement and to provide a steady stream of income during retirement. They have become a very popular choice for retirement planning, especially with the stock market volatility over the last decade. Annuities are financial contracts between an insurance company and contract owners. Payments into an annuity can be made via a lump sum, or a series of monthly payments to the insurance company. These funds will accumulate on a tax-deferred basis, which can be a tremendous advantage over time. Fixed Index Annuities provide an opportunity for growth without the risk involved with most investments. This is especially attractive to pre-retirees and retirees looking to preserve assets they have built over several decades. Many annuities offer the ability to add optional benefits such as a life-time income rider, which gives clients a guaranteed income no matter how long they live. Our dedicated annuity advisory team is always available to assist our agents in finding the best and most suitable annuity product to fit each client’s needs.

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FINAL
EXPENSE

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FINAL EXPENSE

The loss of a loved one in death is an emotionally difficult experience. Final expense plans are designed to remove, or offset, the financial stress that is associated with death. Our clients are able to use final expense plans to help their clients prepare for this difficult time. These plans are available in varying coverage amounts to fit a variety of budgets. Due to the diversity of our carriers, Equis agents are able to find coverage for their clients no matter what their current health status may be.

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WHY WE DO WHAT WE DO

Our agents help families find the protection and solutions they so desperately need.

Life Insurance

0%

of Americans have no life insurance.

Mortgage Protection

0%

of U.S. households with children under 18 would have trouble meeting everyday living expenses within a few months if a primary wage earner were to die today.

Final Expense

$0

is the average cost of a funeral, which is a 28% increase in the last 10 years. For most families today the loss of a loved one brings both emotional and financial stress.

Retirement Planning

0%+

of Americans fear they won’t be able to retire or that they will run out of money during their retirement.

HOW WE DO WHAT WE DO

SYSTEM

We have built Equis Financial to provide agents with not just an opportunity, but a career, a place where they can build their future. That is why we have built the most comprehensive and innovative lead, training, support and compensation system in the industry.

Leads

The success of our agents is our chief concern. The one thing that stands in the way of most salespeoples’ success is finding people who want and need their product. At Equis we have eliminated that problem with our exclusive lead program.

- Click here to view a Sample Lead

Training

The ground-breaking Equis Podcast Network brings professional, on-demand training and motivation to your fingertips. - Take a listen

Our online training videos allow you to learn from the top agents in the industry.

New agent training courses hosted at the Equis Headquarters provide small class size, in person training, to help all new agents get started quickly.

Advanced agent courses hosted at the Equis Headquarters help experienced agents learn how to offer advanced products to their clients and how to grow and run profitable agencies.

Regional and National conferences allow our agents to stay educated and on the cutting edge of the industry.

All of our certified trainers are current or former field agents, so our agents are trained only by those that have already walked miles in their shoes.

Support

At Equis we believe in providing our agents with the best service possible. Our fully qualified staff can assist agents with any aspect of their career. From new business to leads to training, we are here to help.

By utilizing our Agent Concierge Hotline, our agents can call and speak to an experienced field agent at any time of day, whether they are preparing for an appointment or sitting in front of a client.

Compensation

At Equis we provide the most aggressive compensation plan for our agents. Our agents start on high commission schedules with clear promotion standards. Motivated agents quickly earn higher and higher contract levels.

With guaranteed vesting, agents can build a book of business to generate passive income through renewals.

Agency builders can use the Equis turn-key system to build successful, profitable agencies.

The Equis Bonus Program further rewards hardworking agents and agency managers for their efforts.

Equis Financial takes a lot of pride in being one of the few companies that does not nickel and dime their agents with membership fees, club fees, contract promotion fees, or training fees. So that means our agents keep the money they earn. That’s what you get from a company founded by agents for agents!

WHO WE REPRESENT