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Equis Retirement Solutions

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Welcome!

Equis Financial's Lead Department is here to help you achieve the goals set forth in your business.

Please utilize the resources below and reach out to our team if there is anything we can help you with as you get started!

Equis Lead Journey

Understand all of the leads available through Equis Financial!

How to Create a Standing Lead Order

Step-by-step instructions on how to create a standing lead order.

How to View Your Leads

Step-by-step instructions on how to view your leads.

How to Instant Purchase Leads

Step-by-step instructions on how to instant purchase leads.

How to Request Lead Refunds

Step-by-step instructions on how to request a lead refund.

Change Lead Status - Application Taken

Learn how to update your lead status!

Once you understand the leads resources available to you at Equis Financial, learn more about how to utilize leads to make appointments.

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