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How to Break Through the Slump and Win in This Business - Written By Bill Martin OG
This week’s Blue Blog is a little different. It’s just me—Bill OG—talking directly to anyone out there who might be struggling. Whether...
Equis Financial
3 min read


An Agent's Perspective of the Equis Dashboard Leaderboard - Written By John Ray
Anyone who’s been part of the Equis family has done it. I’m talking about writing an app at 5:01 PM on a Friday evening, submitting it to...
Equis Financial
2 min read


Connor Jones: Setting the Gold Standard at Equis Financial
At just 26 years old, Connor Jones is proving that age is just a number when it comes to building a thriving business in the insurance...
Equis Financial
1 min read


RSU — The Wait Is *Almost* Over!
The wait is almost over! If you're registered for Retirement Solutions University (RSU) next week, get ready for two powerful days of...
Equis Financial
2 min read


3 Ways To Maximize Your Gold Standard Tour Experience
The Gold Standard Tour is an incredible opportunity to learn, network, and grow as an agent. To make the most of this event, you need to...
Equis Financial
2 min read


5 Game-Changing Ways PhoneBurner & LeadCENTER Impact Your Business
In the fast-paced world of insurance sales, efficiency is everything. That’s why PhoneBurner , now integrated with Integrity’s LeadCENTER...
Equis Financial
2 min read


Resources for Tracking Your Numbers: How Equis’ Technology Can Benefit Your Business
Success in this business isn’t about guessing—it’s about knowing. At Equis Financial, we provide the tools you need to track your numbers...
Equis Financial
2 min read


Maximize Your Success in 2025: Equis’ Recommended Daily, Weekly, and Monthly Training Calls
At Equis Financial, we’re committed to your success, and we know that continuous training is essential for growth. Whether you're just...
Equis Financial
2 min read


The Gold Standard: Your Blueprint for Building a Thriving Agency
The Gold Standard isn’t just a benchmark; it’s a mindset, a culture, and a roadmap to building a thriving agency while maximizing your...
Equis Financial
3 min read


Avoiding Chargebacks & Lapsed Policies
Nothing hurts an agent’s momentum more than policy lapses and chargebacks. Not only do they impact your income, but they also mean...
Equis Financial
2 min read
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