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8-steps to follow as you begin

your virtual career!

New Virtual Agents Start Here!


* 2023 - The Equis System - Promotion & Bonus Guidelines

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!

Equis Lead Journey

Understand all of the leads available through Equis Financial!

Final Expense Underwriting Guidelines

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

Ethos Life New Agent Training Webinar

You’re invited to learn about Ethos—and how to start using it—by signing up for their customized, interactive webinar for Equis agents.

Living Benefits Grid

An overview to understand how living benefits work with our top carriers.

Commonly Asked Lead Questions

Commonly asked questions about Equis' Lead Program.

Virtual Sales Activity Tracker for Personal Producers

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

Term & Universal Life Underwriting Guidelines

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

Needs Analysis

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

Setting Virtual Appointments Via Text Message

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

IVR Leads - Virtual Script

Ethos Life - Training Deck for Agents

See more Ethos Life documents below!


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