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Success with Equis

Succeed with Equis by understanding "The Equis System," and other special programs. Utilize tools to explode your production and business!

* 2023 - The Equis System - Promotion & Bonus Guidelines

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Understand the growth opportunities available to you! Personal Producers have the opportunity to earn a 120% contract! Builders have the opportunity to earn a 140% contract!

Activity Tracker for Agency Builders

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Daily Activity Tracker for building your business! (Print or Digital)

Add State Cheatsheet

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Equis is implementing a self-service model for all carrier add-state requests. To assist in this transition, we have created the following Add State Cheatsheet document.

Agency - Business Development Guide

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A complete breakdown of everything you need to know to get started with growing an agency at Equis Financial!

Agent - Business Development Guide

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A complete breakdown of everything you need to know to get started with Equis Financial!

Agent Marketing Guide

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Best practices in life & annuity advertising.

Builders' Boost Program Guidelines

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Learn how you can qualify to participate in Equis' Builders' Boost Program and receive monthly stipends for your business expenses!

Contract Level/Hierarchy Change Form

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This document is to be used to promote your downlines’ compensation levels and/or to change their hierarchy structure. Contact agentadmin@equisfinancial.com with any questions!

Delivery Notice

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A template used by agents who door-knock their leads. This can be purchased as a sticky-pad on the Equis Financial online store!

Elite Producer Program Overview

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Become an Elite Producer with Equis Financial! Qualifying for Silver, Gold, Platinum, and Diamond levels are dependent on your personal production!

Equis - Carrier Overrides & Pre-Appointments

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This document lists all states which require Carrier Overrides and Pre-appointments.

Equis Financial Leads

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Understand all of the leads available through Equis Financial!

Final Expense Underwriting Guidelines

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Final Expense Underwriting guidelines to help you pick the best plan for your client.

Managing Client Relationships

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Provided by Integrity Marketing Group

Outbound Communications Guide

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Best practices in outbound communications.

Setting Virtual Appointments Via Text Message

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Scripts to use when setting a Mortgage Protection virtual appointment via text message.

Term & Universal Life Underwriting Guidelines

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Term & Universal Life Underwriting guidelines to help you pick the best plan for your client.

Using Social Media to Recruit Agents

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Provided by Integrity Marketing Group

Weekly Planner

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A blank weekly planner template to help you make the most of each week!

7-day/30-day/6-month Policy

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Activity Tracker for Personal Producers

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Daily Activity Tracker for personal producers writing business! (Print or Digital)

Advertising Compliance Overview

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Learn how to stay in compliance while advertising and running your business.

Agency Manager Basics

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Learn basic knowledge about managing an agency!

Agent Basics

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Learn basic knowledge about being an agent!

Best Practices for Email

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Provided by Integrity Marketing Group

CRM Strategy & Script

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A guide to utilizing the CRM brochures! (Found on the Equis Financial online store)

Core Values

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Equis Financial's six core values.

E&O Insurance

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See which carriers DO and DO NOT require E&O Insurance!

Emergency Contact List

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A blank template PDF document for a client’s Emergency Contact List.

Equis Financial Branding Guidelines

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Learn about representing the Equis Brand and email creative@equisfinancial.com with any questions!

FTC - Debt Relief Services & Telemarketing Sales Rules

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Keep your business in compliance with the FTC when providing debt relief services and using telemarketing sales.

How to Create a Facebook Business Page

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Provided by Integrity Marketing Group

Operations Snapshot

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Who to reach out to when you need assistance!

Selling System Mindset

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Social Media Engagement Guide

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Learn how you can grow your social media!

The Equis Platform

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Learn what sets Equis Financial apart!

Virtual Sales Activity Tracker for Personal Producers

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Daily Activity Tracker for personal producers writing business! (Print or Digital)

XCEL Pre-Licensing Course Registration

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Your first step as an unlicensed agent is to start preparing for the State Licensing Exam. The XCEL pre-licensing course will equip you with the information needed to pass your exam and familiarize you with your respective state's Life and Health license regulations and requirements.

Documents

Training Videos

11.6.2023 - Equis Connects with Thomas Blackwell

Archived Equis Connects - Thomas Blackwell, the best-selling author of our November 2024 book of the month, "The Liberty of Our Language Revealed" addresses Equis Nation.

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4.5.2022 - Daily Coaching Session

Archived Call Highlight - John Kight shares his wisdom.

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Building Stategy

Presenter: Nick Theodore

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9.20.2022 - Daily Coaching Session

Joe Skelley discusses how he has incorporated Equis Retirement Solutions and debt elimination into his business.

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2.24.2022 - Daily Coaching Session

Archived Call Highlight - Hear Jennifer Jordan answer questions about her schedule as a part-time agent who is transitioning to full-time, her lead budget, favorite types of leads, mindset, income, and more!

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5.13.2022 - Daily Coaching Session

Archived Call Highlight - James Mosley discusses the options for managing your schedule.

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Equis Tech 101

Presenter: Tabitha Evans. *Please note that Equis' technology is consistently upgrading to better serve our agents and managers needs!

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Business 101

Presenter: Bill Martin OG

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3.16.2022 - Daily Coaching Session

Archived Call Highlight - Scott Rumbo & Nick Burns explain how "numbers don't lie," and discuss the method of "6-4-2."

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5.26.2022 - Daily Coaching Session

Archived Call Highlight - Joe Hayes gives his method on how he books debt elimination appointments.

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8.22.2022 - Daily Coaching Session

Archived Call Highlight - KJ Carter proves the importance of asking for help.

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7.27.2022 - Daily Coaching Session

Archived Call Highlight - Being intentional about the referral process for debt elimination.

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The Mindset of a Top Producer

Rob Jones interviews a panel of top producers to demonstrate how you can become one as well!

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Live Dials with Matthew GIbbons

Hear Elite Producer, Matthew Gibbons, make live dials.

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7.26.2022 - Daily Coaching Session

Archived Call Highlight - Learn the process of referring clients for debt elimination.

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Videos
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