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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 now have the opportunity to earn a 120% contract! Builders' now have the opportunity to earn a 140% contract!

Activity Tracker for Personal Producers

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

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 Lead Journey

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Understand all of the leads available through Equis Financial!

Term & Universal Life Underwriting Guidelines

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

Agent - Business Development Guide

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

Setting Virtual Appointments Via Text Message

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

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 contracting@equisfinancial.com with any questions!

Social Media Engagement Guide

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Learn how you can grow your social media!

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.

CRM Strategy & Script

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

Using Social Media to Recruit Agents

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Provided by Integrity Marketing Group

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!

How to Create a Facebook Business Page

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Provided by Integrity Marketing Group

Managing Client Relationships

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Provided by Integrity Marketing Group

Agent Marketing Guide

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Best practices in life & annuity advertising.

Outbound Communications Guide

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Best practices in outbound communications.

Virtual Sales Activity Tracker for Personal Producers

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

Activity Tracker for Agency Builders

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Daily Activity Tracker for building your 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.

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!

Final Expense Underwriting Guidelines

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

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!

Selling System Mindset

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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.

Best Practices for Email

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Provided by Integrity Marketing Group

Equis Financial Branding Guidelines

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Learn about representing the Equis Brand and email creative@equisfinancial.com to receive & sign the acknowledgment form to receive branding assets!

Equis - Carrier Overrides & Pre-Appointments

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

Thank You Letter - Policy SOLD

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As requested, the Thank You Letter Template Randy Montrose uses as discussed on the 02/21/20 Friday Sales Call!

Thank You Letter - Policy NOT SOLD

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As requested, the Thank You Letter Template Randy Montrose uses as discussed on the 02/21/20 Friday Sales Call!

Weekly Planner

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

Advertising Compliance Overview

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

Documents

Training Videos

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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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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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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Business 101

Presenter: Bill Martin OG

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Videos
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