Success with Equis

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

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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7.27.2022 - Daily Coaching Session

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

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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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7.26.2022 - Daily Coaching Session

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

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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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Building Stategy

Presenter: Nick Theodore

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Live Dials with Matthew GIbbons

Hear Elite Producer, Matthew Gibbons, make live dials.

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4.5.2022 - Daily Coaching Session

Archived Call Highlight - John Kight shares his wisdom.

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Business 101

Presenter: Bill Martin OG

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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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Videos

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

New with Equis? Start with the Equis Learning Module System Get a comprehensive understanding of who Equis Financial is and how you can find success with a career at The Agent's Company!

*2025 - The Equis System - Promotion & Bonus Guidelines

Understand the growth opportunities available to you at Equis Financial!

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

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Activity Tracker for Personal Producers

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

Advertising Compliance Overview

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

Agency Manager Basics

Learn basic knowledge about managing an agency!

Agent Basics

Learn basic knowledge about being an agent!

Best Practices for Email

Provided by Integrity Marketing Group

Builders' Boost Program Guidelines

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

Carrier List

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Contract Level/Hierarchy Change Form

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

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

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

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

Equis Financial Exclusive Leads

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Free Agent Change Form

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!

Gold Standard Overview & Bonus

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IGNITE - New Agent Incentive Program

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Integrity Technology Playbook - Spanish Version

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Operations Snapshot

Who to reach out to when you need assistance!

Selling System Mindset

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The Equis Platform

Learn what sets Equis Financial apart!

Virtual Sales Activity Tracker for Personal Producers

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

XCEL Pre-Licensing Course Registration

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.

*Print Friendly - 2025 Promotion & Bonus Guidelines

8.5x11 Print Friendly Version of the 2025 Promotion & Bonus Guidelines

Activity Tracker for Agency Builders

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

Add State Cheatsheet

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

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

Agent - Business Development Guide

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

Agent Marketing Guide

Best practices in life & annuity advertising.

Blank Organization Chart

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CRM Strategy & Script

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

Carrier Phone Numbers

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Core Values

Equis Financial's six core values.

E&O Insurance

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

Emergency Contact List

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

Equis Financial Branding Guidelines

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

FTC - Debt Relief Services & Telemarketing Sales Rules

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

Gold Standard Baseshop Model Example

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How to Create a Facebook Business Page

Provided by Integrity Marketing Group

Success with Equis

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

New with Equis? Start with the Equis Learning Module System

Get a comprehensive understanding of who Equis Financial is and how you can find success with a career at The Agent's Company!