Understand Equis Financial's core values, robust business platform, and the diverse range of clients we are privileged to serve.
Introduction
This overview is designed to provide an understanding of our company's principles that drive our daily operations. In this module, we will cover our core values, which serve as the guiding light of our company. Additionally, we will break down our business platform, "The Equis Platform", which showcases the technologies, strategies, and best practices that enable us to thrive in a dynamic industry. Finally, we will introduce you to the diverse range of clients we are privileged to serve.
Core Values
At Equis Financial, our mission is to respect and invest in our most valuable resource, our agents, by providing a secure and innovative environment to start and build a lasting career. We carry this mission out through our six core values - toughness, attitude, humility, respect, ownership, and relationships. Together, these values unite us in a common purpose and inspire us to strive for greatness in everything we do.
The Equis Platform
Since day one, Equis Financial has been dedicated to creating a business platform that fulfills our agents' needs for today while anticipating their expectations for tomorrow.
In this module, you’ll learn about the technology, leads, carriers, training, clients, and infrastructure that form our business platform to serve our agents and ensure their long-term success.
Who Equis Serves
Equis Financial is committed to offering financial protection to middle-income Americans, giving their loved ones peace of mind in the event of a death or critical/chronic illness.
Our licensed agents provide a wide range of financial services, including Life Insurance, Mortgage Protection, Living Benefits, Final Expenses, Annuities, IULs, Debt Elimination, and more.
Equis Financial is committed to offering financial protection to middle-income Americans, giving their loved ones peace of mind in the event of a death or critical/chronic illness.
Our licensed agents provide a wide range of financial services, including Life Insurance, Mortgage Protection, Living Benefits, Final Expenses, Annuities, IULs, Debt Elimination, and more.
The Equis System
Download The Equis System to view Equis Financial’s compensation and bonus guidelines. Whether you're a Personal Producer or an Agency Builder, our compensation structure is designed to reward your hard work and dedication.
If you have any questions or need further clarification, please reach out to Equis’ internal support team or your direct manager for assistance.
Documents to download:
Ignite Program
Learn about Equis Financial’s Ignite Program, a new agent incentive program designed to reward agents who are ready to take their business to the next level by focusing on key milestones.
How to Win as an Ignite Producer:
Write 3 paid applications totaling at least $2,500 in paid premium within 30 days of your “Good to Go” date, and you’ll earn:
✔️ An IntegrityCONNECT Lead Voucher
✔️ A special badge on your Equis Dashboard
This milestone is the perfect way to prove your potential and start strong in your journey with Equis Financial.
Documents to download:
Elite Producer Program
Learn about Equis Financial’s Elite Producer Program, an initiative designed to recognize and reward our top personal producers.
Unlock Elite Producer status by reaching Silver, Gold, Platinum, or Diamond levels, all based on your personal production.
Documents to download:
