WELCOME TO TRAINING CENTER!

TOP TRAINING CATEGORIES:

NEW AGENTS

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WEEKLY TRAININGS

CARRIER RESOURCES

MORTGAGE PROTECTION TRAINING

TERM LIFE, SIMPLIFIED ISSUE PRODUCTS

FINAL EXPENSE

TRAINING

WHOLE LIFE PRODUCTS

EQUIS ADVANCED TRAINING

ADVANCED MARKETS

IULs & ANNUITIES

EQUIS LATINO TRAINING

TRAINING IN SPANISH

DIGITAL MARKETING

BASIC MARKETING TRAINING

AGENCY DEVELOPMENT

BUILDING YOUR AGENCY

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NEW! EQUIS FINANCIAL BUSINESS OPPORTUNITY MEETINGS NOW AVAILABLE TO STREAM 24/7

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LEARN MORE ABOUT TRAINING CENTER:

Training Content

Videos


Whether you’re looking for sales training, product overviews, or specialized education related to The Equis Opportunity, our extensive collection of training videos has everything you need to build your confidence and increase your effectiveness.

  • Mortgage Protection
    • “Mortgage Protection” is a marketing term for Life Insurance, including Term and Simplified Issue Products. Trainings in our Mortgage Protection section include all of our primary training tactics such as making dials on leads, in-home appointments, and insightful sales tips.
  • Equis Advanced
    • “Equis Advanced” is our Advanced Markets division. Content in our Equis Advanced section includes industry-leading education on Indexed Annuities, Indexed UL, Living Benefits, and more! These trainings will help you provide your clients with safe savings and protection solutions.
  • Living Benefits
    • “Living Benefits” is Critical Illness Insurance, or medical insurance, that provides a lump-sum benefit upon diagnosis of a covered critical illness or condition. Training includes how you can incorporate Living Benefits into your routine sales appointments.
  • Equis Latino
    • “Equis Latino” is our Spanish-speaking division. Content is meant to empower and support Spanish-speaking agents through education with dedicated translated materials.
  • Equis Marketing
    • “How to” videos on personalized web pages and marketing services provided by our third-party partner, Outstand.




Podcasts


There’s no better way to spend your time driving between appointments or meeting clients than tuning in to one of our many informative podcasts. Browse an extensive collection of agent interviews, product walkthroughs, and trainings specific to the topics most relevant to your expertise through the “Equis Podcast Network.”

  • Winning in the Field Podcast - Added Weekly
    • EVP of Sales Development, Bill Martin OG, speaks with agents who are finding success in the field. Discover what advice they have for their colleagues! Grow your knowledge and learn tips as OG dissects these agents’ best methods.
  • Behind the Scenes Podcast - Added Weekly
    • Home office staff members give an inside look into who they are when they aren’t in their Equis uniforms. Tune in to hear what brought them to Equis and what makes them bleed Equis blue.
Bill & Rob Podcast - Archived Recordings Equis Advanced Podcast - Archived Recordings Equis Now Podcast - Archived Recordings




Scripts & Guides


Phone scripts, suggested schedules, companion pieces to our calls/webinars, and much more await in our “Scripts & Guides” section. Each document found within this ever-expanding facet of Training Center has been created by our executives and division leaders for the sole purpose of providing as much information as possible to ensure your success with Equis Financial.




Calls


Our “Calls” section works as an archive for all past training calls. The difference between "Video Calls" and "Audio Calls" is exactly what you would think! "Video Calls" are calls that were broadcasted both visually and audibly; while "Audio Calls" are calls that were broadcasted audibly using a dial-in only method.

  • Monday Morning Kick-off Video Call - Added Weekly
    • Join President, and CEO Barry Clarkson, and EVP of Agency Development, Rob Jones, every Monday to kick-off your week while learning & developing your CEO skills.
  • Sales Training Video Call - Added Weekly
    • EVP of Sales Development, Bill Martin OG, gives industry-leading sales training every Friday, sometimes featuring top agents and managers, but always featuring a variety of skills to take your business to the next level.




Webinars


Our “Webinars” section works as an archive for all past webinars. The difference between "Webinars" and "Video Calls" is the ability for interaction amongst the host and the attendees. During a webinar, you are able to ask questions and engage with the host, while a video call is strictly a host giving a message to attendees.

  • Jumpstart Live Webinar - Added Weekly
    • Jumpstart Live is designed to boost your business and bolster your sales efficiency. Join EVP of Sales Development, Bill Martin OG, for an in-depth exploration into the mindsets, habits, and activities required to succeed in this industry and WIN in the field.
  • Equis Advanced Webinar - Added Weekly
    • SVP of Advanced Markets, Pete Lee, and VP of Advanced Markets, Bill Martin 2.0, dive into all aspects of Advanced Markets every Thursday morning! Learn how you can provide your clients with safe savings and protection solutions using Indexed Annuities, IULs, Living Benefits, and more!





Additional Resources

Weekly Training


Weekly Training Equis Financial features a robust schedule of training video calls and webinars held multiple times a week. Each and every weekly training is recorded and uploaded to Training Center after they originally air. Were you running appointments and missed a particularly insightful training? Don’t feel left out of the loop, simply access the recording and join the conversation!




Recruiting


Our Recruiting section provides materials that work as great tools to use when recruiting agents.




Carrier Resources


A collection of helpful resources provided by our many carriers.




Digital Marketing


Learn everything you need to know about digital marketing and promoting your business' online presence!





Benefits

Learn on your own time!


We know your schedule is always changing depending on the needs of your family and clients. Rest easy knowing you can plug into Training Center at a moment’s notice from your desktop or mobile phone!




Learn at Your Own Pace!


Whether your newly-licensed or an established insurance sales agent looking to learn new technique, our database comes well-equipped with training ranging from beginner to advanced levels and everything in between!




Learn to Never Stop Learning!


This website is continually updated with the latest and greatest sales tips and techniques, so make sure to check back often for new training opportunities!





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