Equis Financial

Equis Financial Equis Financial

I'm Ashlee Steele. Nice to meet you.

Ashlee Steele

I'm Ashlee Steele. Nice to meet you.

My name is Ashlee Steele, and my passion is to be of maximum service to my fellows. Having been in the service industry, for 20 years, I have a gift of making guests feel as though they are sitting in my personal dining room. I wanted to find a way to translate that into serving people on a more abundant basis. My decision was made clear when I was blessed with the opportunity to become a retirement and financial planner. It is now my life’s mission to educate and spread the word about safe retirement and financial options. I find joy in showing my clients how to protect their hard-earned money, from market loss, and make it work for them. It is not too late start saving for your future!

Connect with me today.

Email Me Schedule An Appointment Call Me: 502-640-2933

The Agent's Company is much more than a tagline, it's a promise.

Equis Financial is the premier insurance marketing organization for independent insurance agents and agency builders.

Founded by field agents, Equis was designed from the ground up to be the company agents can call home, the company where agents and agency managers can build a career that is both profitable and fulfilling.

The Agent's Company is much more than a tagline, it's a promise.

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While our foundation was built on Mortgage Protection services, our platform greatly expanded since then.

Beyond Mortgage Protection, our platform now supports Final Expense, Advanced Markets, and Spanish-speaking agents throughout the country through Equis Latino.

With the leadership of industry veterans Barry Clarkson, Rob Jones, and Bill Martin, Equis Financial is experiencing unprecedented growth and is bettering the lives of both agents and clients nationwide.

Through partnerships with the industry’s best carriers, we bring our agents a portfolio of products that can provide the protection the families we serve so desperately need.

While our foundation was built on Mortgage Protection services, our platform greatly expanded since then.

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"The Agent's Company" Executive Team

Our Mission

We respect and invest in our most valuable resource—our agents—by providing a secure and innovative environment to start and build a lasting career.

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Our Mission

We respect and invest in our most valuable resource—our agents—by providing a secure and innovative environment to start and build a lasting career.

Is Equis the perfect fit for you?

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We're a partnership of agents and agency builders.

Founded in 2015, Equis agents are expanding across North America to meet communities with the financial answers and solutions people desperately need today.

502-640-2933

Call me today to start mapping out your success with Equis.

We work with companies our clients trust.

Ameritas Logo Assurant Logo Mutual of Omaha Logo AIG Logo Foresters Logo American Logo Transamerica Logo Oxford Life Logo Americo Logo Columbian Logo F&G Logo Athene Logo GPM Logo Forethought Logo