Equis Financial Videos

  • 2017 Equis Financial National Winter Convention in Orlando

Culminating in one epic event in February, the Equis family converged on Orlando to create our own kind of magic. From listening to our President & CEO, Barry Clarkson, lay the foundation of our core principles: RESPECT, HUMILITY, ATTITUDE, RELATIONSHIPS, OWNERSHIP, and TOUGHNESS to debuting our new home office to unveiling revolutionary technology that will help agents build their businesses, relationships were created and friendships were strengthened. The passion that was present at the Hyatt Regency Grand Cypress Resort in those two days can only be rivaled by one thing - The EQUIS FINANCIAL 2017 SUMMER SALES CONVENTION!!! Register now! You will not want to miss our keynote speaker!

  • 2018 Equis Financial National Winter Convention

Take a glimpse into Equis Financial's 2018 National Winter Convention, held in beautiful Orlando, FL. Experience the inspiration, education and communal atmosphere on display when Equis Financial comes together as one. Over the course of 2 days, agents both new and established displayed why Equis Financial is truly "The Agent's Company."

  • College Planning

The cost of a college education has increased drastically over time and will only continue to rise as time goes on. It's critical to understand the financial planning options available for your hopeful college grad. Allow us to break down those options and better prepare your college planning!

  • Equis Financial Eastern Caribbean Cruise 2017

For 8 days and 7 nights, the top producers at Equis Financial set sail aboard the largest cruise ship in the world, the Allure of the Seas. The Equis family traveled to tranquil tropical locales such as Ft. Lauderdale, Florida, Nassau, Bahamas and Cozumel, Mexico, seeking adventure and experience. Congratulations to all of our hardworking men and women who earned this once in a lifetime incentive trip!

  • Equis Financial New Regional Managers

In February of 2017, VP of Agency Development Rob Jones urged our agents to strive for the position of Regional Manager. Just 3 short months later, the Equis Financial RM team grew by 40%. Hear from the newly promoted Regional Managers on what the position of RM means to them and what responsibilities come along with that title.

  • Equis Financial Regional Manager Retreat

Get a behind the scenes look at Equis Financial’s 2017 Regional Manager Retreat hosted by our Equis Executives in Asheville, North Carolina! Equis Financial rented out the entire Windsor Boutique Hotel and welcomed all Regional Managers to a 2-day retreat to discuss goals, strategy and the road ahead at The Agent’s Company.

  • Featured Story - Elizabeth Martinez Genova

Elizabeth Martinez Genova was busy living her life to the fullest. She had served in the military, graduated law school, raised a wonderful son, and spent her spare time traveling the world and exploring different countries and cultures. When her friend Alberto Carballeira approached her about Living Benefits life insurance, she was hesitant at first. But after learning about how Living Benefits could allow her to access her death benefit while she was still living if she every got sick, Elizabeth saw value in it and put a policy in place for herself. She had no idea how fateful that wise decision would prove to be.

  • Featured Story - The Johnstons

Jim Johnston was healthy - he surfed, he golfed, and was active. He had no reason to think he was going to get diagnosed with cancer. When he discovered a lump under his jawline while shaving, his world was changed in an instant. Watch as Jim and his wife Anne relive his unexpected throat cancer diagnosis, and how his Living Benefits life insurance policy ultimately saved them from financial disaster.

  • Featured Story - The Kights

From a student-athlete and aspiring pro-golfer to the Manager of the most profitable Equis Financial Agency in 2017, John Kight takes you through his professional evolution and motivations in life. Alongside his wife Kim and two children John and Emily, the Kights display their motivations behind "chasing a dream."

  • Featured Story - The Martins

Bill and Lori Martin share their story of success in life and in the insurance industry. See why this veteran top producing duo decided to join Equis Financial after 18 years in the industry.

  • Featured Story - The Rodriguez Family

Follow the story of the Rodriguez family's journey in life, love and the insurance industry. See how this extraordinary family established themselves as leaders within their Hispanic community and how they'll be spearheading a new crusade in support of Spanish-speaking agents and clients within Equis Financial.

  • Featured Story - The Sovanns

Living Benefits can be the difference between just surviving an illness and truly living afterward. Nancy Sovann knows this better than most after her husband, Brian, had a stroke. With no money, and nowhere to turn, their spirits were unexpectedly lifted after they realized they had a life insurance policy with living benefits, allowing them to accelerate a portion of their death benefit to cover expenses that accrued after Brian could no longer work. These living benefits saved their home, their family, and - as Nancy says - their lives.

  • Featured Story - The Sylvesters

Dick and Connie Sylvester share the story of their past, present and future together as a couple and team. See why these industry veterans chose Equis Financial after years of success with other IMOs and get a glimpse into their priorities, goals and aspirations in business and in life.

  • Indexed Universal Life

Life insurance can be one of the most powerful wealth-accumulating vehicles on the market! Retirement planning is often limited to choices deemed too safe or too risky, but that all changes with Indexed Universal Life!

  • Living Benefits

Living Benefits provide the ability to accelerate the death benefit if you suffer a critical, chronic or terminal illness. These plans allow families to unlock a multitude of benefits while still living. Unlock the power of Living Benefits today!

  • Mortgage Protection

Buying a home is one of the most important investments you'll ever make, so you'll need to take the necessary steps to protect that investment! Learn everything you need to know about Mortgage Protection plans and what those plans can do for your family.

  • Retirement Planning

Many workers are looking for ways to recreate the annual income streams provided to previous generations without the worry of running out of money in retirement. For many people, annuities represent an attractive option for modern retirement planning!

  • Equis Financial Asheville, NC Home Office

The Equis Financial Asheville, North Carolina Home Office houses the Contracting, Agent Services, and New/Pending Business Departments, as well as integral facets of our Creative and Executive Teams!

  • Featured Story - Cassandra Dostourian

Cassie Dostourian, an Equis Financial agent who is in the process of building her team, is the type of person Equis is striving to base their company around. Cassie joined Equis Financial mid-2016 and in 6 months was pennies shy from making $100,000... Cassie was able to pay off all of her student loans and personal debt, while also providing a sustainable life for her daughter and herself. We are proud of Cassie and her strength to strive for success and look forward to seeing everything she will accomplish here at Equis Financial.

  • Meet Equis Financial

See how Equis Financial can be your partner in success in the insurance industry. 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.

  • Exclusive Interview with Equis CEO and President Barry Clarkson

Listen as Barry Clarkson explains his role in Equis Financial and where he sees the company going in the remainder of 2016.

  • Featured Story - Chris Tinsman

Chris Tinsman, an Equis Financial Regional Manager, is setting a high-standard for Equis agents all-around. Chris has shown in the past year that she will do whatever it takes to be successful, even if it means being a full-time agent and a full-time manager at the same time. Chris states in her featured story that she gave up her rights to be average when she made her first hire, however Chris was never average... With her contagious smile and willingness to help, Chris is thriving as a Regional Manager and Equis could not be more proud to have her as part of our team.

  • 2016 Equis Financial Summer Sales Conference in Indianapolis

In 2 short days we learned, we were inspired, and we were put on the track towards success. We came together as Equis Financial, and dedicated ourselves to not only seek greatness in our company, but to have each and every single Equis agent reach that greatness as well; to have financial freedom and to know that their company and fellow agents are there for them. Together we will continue to learn and together we will grow. Make sure to register for our National Convention on February 10th and 11th in Orlando, Florida!

  • An Interview with the Founders of Equis Financial

See what Equis Financial is all about. Get the inside scoop from the owners, Barry Clarkson, Rob Jones, Kevin Davies, and Bill Martin. Watch them talk about what Equis stands for and why they truly believe that Equis Financial is the best opportunity for independent insurance agents and agency builders.