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

An Equis agent provides middle-income America with protection for themselves, their families and their home in the form of life insurance. Agents provide a multitude of different products to their clients through Equis' carrier partners. Equis agents are independent contractors, owning their own business, creating their own schedule, and writing their own paycheck.

Yes. Other than the bonuses paid by Equis, our agents make their living from commissions paid by our various insurance companies.

Yes. Agents must have, or obtain, a life insurance license for the state(s) in which they would like to write business.

No. And we are proud of that! At Equis, we are in the business of selling insurance. We view our agents as partners and want our agents to reach their full sales potential in a professional atmosphere. That is why we do not have any membership fees, special club fees, contract promotion fees, or training university fees.

Yes. The Insurance industry is highly regulated. All of our agents must have, or obtain, a life insurance producer’s license for the state in which they reside in order to write business.

You can do all your state-required, pre-licensing studying online with ExamFX (in as little as 5 days!). To register for your licensing course with a heavily discounted rate, contact your direct upline manager. You will be required to take your license exam at a state approved facility. ExamFX will help you locate the testing facility nearest you.

Yes! Many agents and managers start part-time before transitioning into a full-time career.

You will receive training from numerous people. Your direct upline, regional manager, colleagues, and Equis executives will all help train you. Being an Equis agent gives you access to our Training Center that houses hundreds of training videos and documents, as well as a Virtual Training Platform with step-by-step instructions towards a successful virtual career. There are also daily training webinars Monday - Saturday.

Yes. The Equis System is designed to help facilitate growth and assist our agents in building their own agencies. In addition to the support of Equis' leaders, our comprehensive training platform features education designed to help train and support agents who would like to build an agency of any size.

No. Being “The Agent’s Company” means that we support agents and managers in whichever direction they would like to take their business. Equis has developed a system for both personal producers and agency builders to develop a profitable business of their own.

A lead is generated when someone sends in a request by mail, phone, or internet search engine for services that Equis agents can provide. This system prevents agents from making cold calls and ensures they always have potential clients to contact!

There is no set quantity of leads that every agent needs. The number of leads you will need is dependent on your personal goals and how much money you need to make in a given period.

When you join Equis, you join as a 1099 independent contractor.

When you work with Equis, you enter into a proven system that is clearly defined. You are able to become a business owner: run your own company, make your own hours, and create the life you envisioned for yourself. Equis will give you a strong foundation and support, unlike any other Insurance Marketing Organization, to build a profitable business!