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 earnings. If you’re ready to take your business to the next level, this is your guide to what it takes to achieve and maintain Gold Standard status.
What is the Gold Standard?
The Gold Standard is a leadership-driven system designed to reward top-performing agents who are committed to personal production, team growth, and business development. It comes with a monthly $2,500 Gold Standard Bonus, but the real reward is in the momentum, scalability, and long-term success that comes from operating at this elite level.
The Gold Standard Principles
Achieving the Gold Standard is about more than just numbers—it’s about creating a culture of growth, leadership, and financial discipline. Here’s what it takes:
⭐️ Performance Excellence
Consistency is key. The goal? 100 paid applications or $100,000 in paid premium monthly.
⭐️ Relentless Recruiting Culture
Adopt a grow or die mentality. Recruiting should never stop—this is what fuels long-term success.
⭐️ Leadership DNA
Every leader should set the pace by writing five applications and signing five ICAs per week in their first 24 months.
⭐️ Develop Future Leaders
A strong agency is always preparing for the next step. Keep 3-5 Sales Managers in line for Regional Manager roles.
⭐️ Drive Daily Value
Push for both quantity and quality—applications matter, but so does placement and persistency.
⭐️ Maximize Bonuses
Don’t leave money on the table—hit every available monthly bonus to increase profitability.
⭐️ Leverage Equis Retirement Solutions
Building a well-rounded team means having IUL, Annuity, and Debt Elimination Specialists to maximize your offerings.
⭐️ Cash Flow Strategy
Make and save big money. Work toward $20,000 in monthly overrides for six consecutive months.
⭐️ Embrace Core Values
Equis Financial’s core values are non-negotiable—they are the foundation of everything we do.
⭐️ The Ultimate Gold Standard
The true measure of success? Developing 7-10 direct Vice Presidents who each meet the Equis Gold Standard.
Gold Standard Bonus Metrics
To qualify for the Gold Standard Bonus, leaders must meet three core requirements each month:
✅ $20,000 in bonusable premium (personal production)
✅ 10+ A-Lead Campaigns in LeadCENTER
✅ 3 direct, qualified Sales Managers that are actively producing
Leveling Up Your Business
As you progress, the A-Lead Campaign requirement increases at each level, reinforcing the importance of investing in lead flow. This ensures you’re building a predictable, scalable business with a consistent pipeline.
The Gold Standard Tour: Kicking Off March 20-21 in Atlanta, GA!
If you’re serious about taking your agency to the next level, The Gold Standard Tour is where you need to be.
Why Attend?
Get actionable strategies to increase production, recruit effectively, and scale your business.
Network with like-minded agents and industry experts committed to excellence.
Gain insider knowledge on maximizing the Gold Standard Bonus and additional earning opportunities.
The first stop on this nationwide tour is Atlanta, GA, on March 20-21—and you don’t want to miss it. Whether you’re just starting your journey or already operating at a high level, this event will equip you with the knowledge and motivation to push your business further.
Are You Ready to Raise the Bar?
The Gold Standard is more than a bonus program—it’s a blueprint for success. It’s designed for agents who want to lead, grow, and create lasting financial freedom. Whether you’re just starting or already leading a team, adopting this standard will elevate your business and income potential.
