Equis Financial

Equis Financial Equis Financial

I'm Drew Wales. Nice to meet you.

Drew Wales

I'm Drew Wales. Nice to meet you.

At the age of 17, Drew witnessed a family member receive a check from a life insurance policy. Because of that experience Drew appreciates the importance of life insurance products and recognizes the impact they have on a grieving family. Drew is a field underwriter and District Manager with Equis Financial. Licensed for more than a decade, Drew serves families by understanding each family’s individual needs and placing them in quality life insurance and annuity products through reputable carriers to protect against the unexpected and plan for the future. Since partnering with Equis Financial, Drew and his team of agents have had the opportunity to assist families in 14 states.

Connect with me today.

Email Me Schedule An Appointment Call Me: (502) 689-6989

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) 689-6989

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

We work with companies our clients trust.

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