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Important Documents

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

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Understand the growth and bonus opportunities available to you at Equis Financial!

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.

Blank Organization Chart

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Carrier List

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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.

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.

Gold Standard Baseshop Model Example

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How to Create a Facebook Business Page

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Provided by Integrity Marketing Group

IGNITE - New Agent Incentive Program

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Integrity Technology Playbook - Spanish Version

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Managing Client Relationships

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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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The Equis Platform

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Learn what sets Equis Financial apart!

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!

*Print Friendly - 2025 Promotion & Bonus Guidelines

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

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)

Carrier Phone Numbers

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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. (Utilize for client referrals)

Equis Financial Branding Guidelines

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

Free Agent 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!

Gold Standard Overview & Bonus

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

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Integrity Technology Playbook - English Version

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Life Lead Final Expense Flip Chart

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Use this Flip Chart presentation when running Final Expense Life Lead appointments. Download Powerpoint Presentation here: https://docs.google.com/presentation/d/1IMO74Bj0OZbylXE81330YCKQbQYMoBzz/edit?usp=sharing&ouid=105680949208610471948&rtpof=true&sd=true

Needs Analysis

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Needs Analysis form is to be used during appointments to determine how much coverage your clients need. Including a page of reminders when meeting with clients.

Outbound Communication Guidelines 2025

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Best practices in outbound communications.

Social Media Engagement Guide

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Learn how you can grow your social media!

Unreported Request Form (Fillable)

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If you are requesting an exception for Unreported Business, please email the New Business Team at newbusiness@equisfinancial.com with the completed Unreported Request Form attached.

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.

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