Our clients desperately need our help.
Middle-income Americans are in a crisis. It’s up to you to help them install their first line of defense in the face of financial hardships.
With Equis, you’ll work with your clients to tailor life insurance and retirement solutions that best fit their needs and budgets. Thanks to your financial know-how, your clients can finally protect their loved ones. Talk about a win-win
More than  
40%

of Americans have no form of life insurance, while 84% say that most people need it.

– MarketWatch, 2018, “New Study Reveals More Than 40 Percent of Americans Don’t Have Any Form of Life Insurance”

The need is clear.

The need is clear.

Life Insurance

Retirement Planning

68%

60%+

of Americans say they personally need life insurance but many don’t have it.
of Americans fear they won’t be able to retire or that they will run out of money during their retirement.

Final Expense

Mortgage Protection

$8500

70%

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

Life Insurance

68%

of Americans say they personally need life insurance but many don’t have it.

Retirement Planning

60%+

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

Final Expense

$8500

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.

Mortgage Protection

70%

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

“The Agent’s Company” is your company.

Gather Leads With Ease

We’re the company where the sales come to you, not the other way around. Thanks to our exclusive lead program, cold-calling is a task of the past.

Financial Business Overviews

Receive the latest product and sales training from the executive team, top field agents, and insurance carrier representatives in person, in a city near you!

Leadership That’s Here For You

Unlike other company structures, our leadership works for you. Sounds crazy, right? But that’s how it should be.

Podcast Network

Plug in to training on-demand. Our podcast lets you take your learning on the go and improve wherever you are.

Education Tools Made For You

Our company was built by agents, for agents. Equis invests in your financial education, because that’s how we do better as a team.

Weekly Webinars

Join industry titans each week like Bill Martin, Vice President of Sales, for interactive webinars—questions answered live.

Online Training

Expert training from the industry’s best is on our own training platform. It’s 100% free, and available for all your electronic devices.

Top-Notch Technology

From a back office that makes your job easier to integrations with our partners, our technology’s job is to get out of the way so you can serve clients at your speed.

National Training Conventions

Looking for education that’s a little more personal? Our national training conventions are great opportunities to train and get to know your fellow agents. You can even grab some one-on-one time with some of our best agents to help you improve your business.

Marketing Enabled

A strong brand, a credible reputation, and a suite of digital marketing tools are here to help you establish yourself as a professional and expand your business as an entrepreneur.

Watch this video and if you believe you are a fit for the team, fill out the form below and then schedule a time for us to chat!

JOIN THE TEAM