• A-S-K To G-E-T

    EQUIS ADVANCED

    By 2019 Equis Financial is expected to sell more Index Annuities than Mortgage Protection and Final Expense Policies. Pete Lee is here to guide you through the process of expanding your sells. In this episode of Equis Advanced, Pete Lee gives you the specific questions to ask while you’re in a home, what answers to look for, and ultimately how to become your own success story.

  • Annuity Suitability

    EQUIS ADVANCED

    Join our Senior Vice President and Vice President of Advanced Markets as they educate on the state of annuities and teach you how to get your cases ISSUED!

  • Debuting Athene Agility 10

    EQUIS ADVANCED

    Join Senior VP of Advanced Markets Pete Lee as he walks you through the NEW Athene Agility 10. Awesome growth, enhanced death benefit, inflation-protected lifetime income…and no fees. This one has it all!

  • Don't Miss the Money

    EQUIS ADVANCED

    What better way to get back into the rhythm of Equis Advanced than to hear about how you may be missing out on (a lot of) money?! But don’t worry, Senior VP of Advanced Markets Pete Lee is here to tell you exactly how you can reach the money that is standing right in front of you!

  • Getting Your IUL And Annuity Business Issued

    EQUIS ADVANCED

    Senior Vice President of Advanced Markets Pete Lee explains the benefits of selling annuities and how to receive those benefits!

  • How Annuities Can Put Your Cash Flow On Steroids!

    EQUIS ADVANCED

    Annuity production can increase your income and put your cash flow on steroids! But, before you can have annuity production, you must make sure you have the requirements and knowledge platform that Pete Lee discusses in this episode!

  • How IUL Provides Tax-Free Income to Policyholders

    EQUIS ADVANCED

    During today’s episode of Equis Advanced, Pete Lee talks about how you can take tax free income from an index universal life policy.

  • Index Annuities And Retirement Plan Sales Part 2

    EQUIS ADVANCED

    Senior VP of Advanced Markets Pete Lee finishes his 2-part series of what goes into selling index annuities and retirement plans.

  • Index Annuities And Retirement Plan Sales Part 1

    EQUIS ADVANCED

    Part 1 of a 2-Part series; Featuring Senior VP of Advanced Markets Pete Lee on selling index annuities as retirement plans.

  • Indexed Annuities

    EQUIS ADVANCED

    Income Riders: How they work … and more importantly, when to use them and when NOT to use them. Tune in today!

  • Indexed Annuity 101

    EQUIS ADVANCED

    Feel more confident talking about annuities with your clients with the help from Pete Lee’s “Annuity 101,” which covers all the basics.

  • Index Universal Life Index Crediting Strategies and Performance

    EQUIS ADVANCED

    Today on Equis Advanced, Senior VP of Advanced Markets Pete Lee talks about the LSW Secure Plus Provider.

  • Introducing American General Annuities

    EQUIS ADVANCED

    Pete Lee gives in-depth training on 2 of American General’s annuities. Pete recommends listening to this episode multiple times, explaining that the more you hear it, the more you’ll get it…And the more you get it, the more you’ll talk about it… And the more you talk about it, the more you’ll sell it… And the more you sell it, the more money you will make!

  • Introducing the Athene Performance Elite 10 Fixed Index Annuity

    EQUIS ADVANCED

    Introducing the Athene Performance Elite 10 Fixed Index Annuity Senior VP of Advanced Markets Pete Lee introduces a HOT, new, fixed index annuity product.

  • LSW Provider IUL Highlights and Interest Crediting Methods

    EQUIS ADVANCED

    Today on Equis Advanced, Pete Lee talks about the IUL product offered through National Life Group (LSW), a product Equis will use quite a bit in the mortgage and final expense market.

  • Power of IUL - Equis Advanced

    EQUIS ADVANCED

    On Equis Advanced this week, Senior VP of Advanced Markets Pete Lee talks about the power of Indexed Universal Life Insurance and why it has become the fastest growing segment of the insurance industry. Learn how you can provide your clients with protection and security with this two fold protection and savings product.

  • Start Selling Index Annuities and IUL TODAY!

    EQUIS ADVANCED

    Find out the system and how to capitalize on your lead expense! Get more annuity sells with mortgage leads or final expense leads with this insight from Senior VP of Advanced Markets Pete Lee.

  • Tax Free Retirement Concept Using IUL

    EQUIS ADVANCED

    Tax Free Retirement Concept

  • The "It's Too Good To Be True" Benefits of IUL

    EQUIS ADVANCED

    Senior VP of Advanced Markets Today on Equis Advanced, Pete Lee talks about LSW IUL Products and why in a survey people said it’s, “too good to be true."

  • The 90 Day Plan

    EQUIS ADVANCED

    Senior VP of Advanced Markets Pete Lee lays out a 90 day plan for you to start 2017 on a strong note!

  • The Ameritas IUL Products Are Highlighted With the Enhanced Care4Life Living Benefit Riders

    EQUIS ADVANCED

    Life Insurance with Living Benefits provide tremendous benefits that the vast majority of your clients/prospects have NEVER heard about. They are especially important on IUL policies because they never expire and when the Death Benefit increases, so do the Living Benefits! Ameritas has just put their IUL Living Benefits on steroids. Check out this weeks’ Equis Advanced podcast for more.

  • The Athene Performance Elite and Ascent Annuities

    EQUIS ADVANCED

    Senior VP of Advanced Markets Pete Lee gives background into Athene as a company, their products, and their future prospectives.

  • The Best Index Annuity for INCOME in the Market Today

    EQUIS ADVANCED

    Senior VP of Advanced Markets Pete Lee talks about an annuity product designed primarily for income.

  • The Difference Between IUL and UL

    EQUIS ADVANCED

    Do you know the difference between IUL and UL, including the different products and sales tactics you can use while selling each? Tune into Episode 26 of Equis Advanced and learn more!


  • The Difference Between Qualified and Non-Qualified Accounts

    EQUIS ADVANCED

    Learning the difference between qualified and non-qualified accounts will save you a lot of time and trouble when doing business!

  • The More You Know, The More You Show

    EQUIS ADVANCED

    Understanding key terminology for the fixed annuities.

  • The Tax Torpedo

    EQUIS ADVANCED

    The Tax Torpedo Learn how taking income form an IUL policy in retirement may make more sense than taking income from traditional retirement plans.

  • Understanding Indexing in the Index Annuity and Index Universal Life Products Available Through Equis Financial

    EQUIS ADVANCED

    Get a better understanding of the products available through Equis Financial for Index Annuity and Index Universal Life.

  • Welcome 2017 With This 90 Day Plan

    EQUIS ADVANCED

    Senior Vice President of Advanced Markets Pete Lee welcomes you into 2017 and instructs you how to focus on your yearly goals in 90 day increments.

  • Why Selling Universal Life Is Important To Your Career

    EQUIS ADVANCED

    Senior Vice President of Advanced Markets Pete Lee talks about the importance of Index Universal Life by giving stats and examples, including a personal example of how Pete Lee makes his phone calls off of referrals.

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