The Equis System - Promotion & Bonus Guidelines
MORTGAGE PROTECTION, ADVANCED MARKETS, EQUIS ADVANCED, CURRENT PROMOTIONS, BUSINESS SUPPLIES, AGENCY DEVELOPMENT
Understand the growth opportunities available to you!
Equis Financial Branding Guidelines
CURRENT PROMOTIONS, BUSINESS SUPPLIES, AGENCY DEVELOPMENT
Learn about representing the Equis Brand and email to receive & sign the acknowledgment form to receive branding assets!
Carrier Overrides & Pre-Appointments
MORTGAGE PROTECTION, ADVANCED MARKETS, EQUIS ADVANCED, CURRENT PROMOTIONS, BUSINESS SUPPLIES
This document lists all states which require Carrier Overrides and Pre-appointments.
Contract Level/Hierarchy Change Form
MORTGAGE PROTECTION, ADVANCED MARKETS, EQUIS ADVANCED, CURRENT PROMOTIONS, BUSINESS SUPPLIES, AGENCY DEVELOPMENT
This document is to be used to promote your downlines’ contract levels and/or to change their hierarchy structure.
Roadmap to Success
AGENCY DEVELOPMENT, BUSINESS SUPPLIES, CURRENT PROMOTIONS, NEW AGENT GUIDED STARTUP
A strategic plan that outlines a timeline of all promotion milestones and includes the specific steps needed to reach them.
EQUIS FINANCIAL CURRENT PROMOTIONS
