Equis Financial

Equis Financial Equis Financial

I'm Robert Balgac. Nice to meet you.

Robert Balgac

I'm Robert Balgac. Nice to meet you.

When I was 13 years old, growing up in communism in Eastern Europe, I had a dream of playing in the NBA. At age 18, I left everyone I've ever known, with 2 bags, limited English and all my family's savings of $750, to pursue my dream in America. I didn't get to the NBA, but I did end up meeting many great people along the way in the greatest country in the world. I had a successful career with some of the best Fortune 500 companies in the country before jumping into the insurance business in 2017. I love helping clients and my team members achieve their goals and dreams too. Life is a journey, enjoy the ride.

Connect with me today.

Email Me Call Me: 904-495-1646

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.

904-495-1646

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

We work with companies our clients trust.

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