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  • Do I have to build an agency?
    No. Being “The Agent’s Company” means that we support agents and managers in whichever direction they would like to take their business. Equis has developed a system for both personal producers and agency builders to develop a profitable business of their own.
  • How much can a new agent make?
    An agent's income potential is based on their activity level, placement rates, and ability to assist clients. The average policy pay out ranges from $700 - $1,000 in commission.
  • What does an Equis agent do?
    An Equis agent provides middle-income America with protection for themselves, their families and their home in the form of life insurance. Agents provide a multitude of different products to their clients through Equis' carrier partners. Equis agents are independent contractors, owning their own business, creating their own schedule, and writing their own paycheck.
  • Can I start part-time?
    Yes! Many agents and managers start part-time before transitioning into a full-time career.
  • Are there opportunities for advancement into management?
    Yes. The Equis System is designed to help facilitate growth and assist our agents in building their own agencies. In addition to the support of Equis' leaders, our comprehensive training platform features education designed to help train and support agents who would like to build an agency of any size.
  • What is a lead?
    A lead is generated when someone sends in a request by mail, phone, or internet search engine for services that Equis agents can provide. By partnering with Equis Financial you also have access to Integrity's LeadCENTER a state-of-the-art lead system that prevents agents from making cold calls and ensures they always have potential clients to contact!
  • Why should I partner with Equis?
    When you partner with Equis, you enter into a proven system that is clearly defined. You are able to become a business owner: run your own company, make your own hours, and create the life you envisioned for yourself. Equis will give you a strong foundation and support, unlike any other Insurance Marketing Organization, to build a profitable business!
  • Who is going to train me?
    You will receive training from numerous people. Your direct upline, regional manager, colleagues, and Equis executives will all help train you. Being an Equis agent gives you access to our Training Center that houses hundreds of training videos and documents, and step-by-step instructions for a successful career.
  • Who is Equis Financial?
    Equis Financial, an Integrity Company, is dedicated to being the premier choice for independent insurance agents and agency builders seeking exceptional business opportunities. Founded by field agents, Equis provides a supportive environment where agents and managers can thrive and build lasting careers.
  • Are agents paid by commission only?
    Yes, agents are paid by commissions through our carrier partners on the products they sell. In addition, Equis also offers our agents and managers a monetary, monthly bonus for those who qualify.
  • Is an Equis agent considered a W-2 employee or 1099 worker?
    When you partner with Equis, you are a 1099 independent contractor.
  • How many leads does the average agent need?
    There is no set quantity of leads that every agent needs. The number of leads you will need is dependent on your personal goals and how much money you need to make in a given period.
  • Is an insurance license required to work with Equis Financial?
    Yes. The insurance industry is highly regulated. All of our agents must have, or obtain, a life insurance producer’s license for the state in which they reside in order to write business. Once you receive an in-state license you are able to apply for out-of-state licenses to expand your business area.
  • Can an agent earn a higher compensation?
    Absolutely. Agents have the opportunity to earn a higher compensation each month up to 120% based on their production! Agency managers have the opportunity to earn a higher compensation every 2 months up to 140% (a compensation that surpasses the industry standard) based on their agency’s production!
  • Are there any fees to join the Equis team?
    No. And we are proud of that! At Equis, we are in the business of selling insurance. We view our agents as partners and want our agents to reach their full sales potential in a professional atmosphere. That is why we do not have any membership fees, special club fees, or contract promotion fees.
  • How do I get my insurance license?
    You can do all of your state-required, pre-licensing studying online with Equis' licensing partner, XCEL Solutions. The XCEL pre-licensing course will equip you with the information needed to pass your exam and familiarize you with your respective state's Life and Health license regulations and requirements. As an added benefit, Equis offers a discounted rate on licensing through XCEL.
  • Why should I partner with Equis?
    When you partner with Equis, you enter into a proven system that is clearly defined. You are able to become a business owner: run your own company, make your own hours, and create the life you envisioned for yourself. Equis will give you a strong foundation and support, unlike any other Insurance Marketing Organization, to build a profitable business!
  • Is an insurance license required to work with Equis Financial?
    Yes. The insurance industry is highly regulated. All of our agents must have, or obtain, a life insurance producer’s license for the state in which they reside in order to write business. Once you receive an in-state license you are able to apply for out-of-state licenses to expand your business area.
  • Are agents paid by commission only?
    Yes, agents are paid by commissions through our carrier partners on the products they sell. In addition, Equis also offers our agents and managers a monetary, monthly bonus for those who qualify.
  • Who is Equis Financial?
    Equis Financial, an Integrity Company, is dedicated to being the premier choice for independent insurance agents and agency builders seeking exceptional business opportunities. Founded by field agents, Equis provides a supportive environment where agents and managers can thrive and build lasting careers.
  • How much can a new agent make?
    An agent's income potential is based on their activity level, placement rates, and ability to assist clients. The average policy pay out ranges from $700 - $1,000 in commission.
  • What does an Equis agent do?
    An Equis agent provides middle-income America with protection for themselves, their families and their home in the form of life insurance. Agents provide a multitude of different products to their clients through Equis' carrier partners. Equis agents are independent contractors, owning their own business, creating their own schedule, and writing their own paycheck.
  • Can an agent earn a higher compensation?
    Absolutely. Agents have the opportunity to earn a higher compensation each month up to 120% based on their production! Agency managers have the opportunity to earn a higher compensation every 2 months up to 140% (a compensation that surpasses the industry standard) based on their agency’s production!
  • How do I add a new question & answer?
    To add a new FAQ follow these steps: 1. Manage FAQs from your site dashboard or in the Editor 2. Add a new question & answer 3. Assign your FAQ to a category 4. Save and publish. You can always come back and edit your FAQs.
  • How do I edit or remove the 'Frequently Asked Questions' title?
    You can edit the title from the FAQ 'Settings' tab in the Editor. To remove the title from your mobile app go to the 'Site & App' tab in your Owner's app and customize.
  • Can I insert an image, video, or GIF in my FAQ?
    Yes. To add media follow these steps: 1. Manage FAQs from your site dashboard or in the Editor 2. Create a new FAQ or edit an existing one 3. From the answer text box click on the video, image or GIF icon 4. Add media from your library and save.

Frequently Asked Questions

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OUR OFFICES

Find an Office

We have licensed Equis insurance agents in all 50 states! Connect with an agent online or make an in-person appointment at a local office near you!

office locations:

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    Gibbons Groups

    Builders' Boost Participant

    Matthew Gibbons

    403 South DuPont Highway

    Suite 7, Building B

    Milford, Delaware 19963 

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    PSI Groups
    Integrity Managing Partner

    Jerrod Ewing

    950 Celebration Blvd

    Suite G
    Celebration, FL 34747
    psigroups.net

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    Theodore Group

    Integrity Managing Partner

    Nick & Cindi Theodore

    Fort Meyers, FL

    theodoreagency.com

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    DSI Groups
    Builders' Boost Participant

    David Schneider

    1701 Green Road

    Suite G
    Deerfield Beach, FL 33064
    Tel: 561.441.1180

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    Knox Financial Group

    Builders' Boost Participant

    Chuck Knox

    1701 Green Road

    Suite G

    Deerfield Beach, FL 33064

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    Burns Marketing Group
    Builders' Boost Participant

    JB & Nick Burns

    204 South Lewis Street
    LaGrange, Georgia 30240
    burnsmarketinggroup.com

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    Shield Financial
    Builders' Boost Participant

    Lincoln Anderson

    300 W. Broome Street

    Suite 203  

    LaGrange, Georgia 30241

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    Lambert Insurance Agency

    Builders' Boost Participant

    Dan Lambert

    110 W. Center Street

    Ste B
    Hastings, MI 49058

    Tel: 517.749.1127

    lambertinsagency.com

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    Rivercity Insurance & Financial Services

    Builders' Boost Participant

    Lori Martin

    1022 Peruque Crossing Ct.

    Ste A

    O'Fallon, MO 63366

    Tel: 636.379.5045 x 104

    myrivercity.us.com

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    The Cornerstone Group

    Integrity Managing Partner
    John Kight

    335 S. White Street
    Wake Forest, NC 27587
    Tel: 919.961.2075
    thecornerstonegroup.life

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    The Valdez Group
    Integrity Managing Partner

    Eric & Kim Valdez

    2311 Village Park Ct
    Ontario, OH 44906
    thevaldezgroup.org

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    Flyer Life Group
    Builders' Boost Participant

    Connor Jones

    1479 S. Market Street

    Troy, OH 45373

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    Patello Insurance Group

    Builders' Boost Participant

    Jason & Crystal Patello

    973 West Liberty St

    Hubbard, OH 44425

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    Yellowstone Life Insurance Agency
    Integrity Managing Partner

    Scott & Kimberly Rumbo

    Weatherford, TX
    Tel: 682.803.1459
    yellowstonegroup.life

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    The Bill Lampe Group
    Builders' Boost Participant

    Bill Lampe & Terri Cameron
    602 South Main Street

    Suite 400
    Weatherford, Texas 76086

    billlampegroup.com

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    CGH Group

    Builders' Boost Participant

    Michael & Tanya Hughes

    17302 House Hahl Road #202
    Cypress, TX 77433
    cghgroup.net

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    HLN Financial
    Builders' Boost Participant

    Jeff Helin

    5930 Seminole Centre Ct.

    Ste C

    Fitchburg, WI 53711

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    Equis Financial

    Corporate Office

    3723 Old Forest Road

    Suite D

    Lynchburg, VA 24501

    Tel: 828.299.9600

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