Equis Financial

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Equis Financial

I'm Neal Greenberg. Nice to meet you.

Neal Greenberg

I'm Neal Greenberg. Nice to meet you.

Being human, we all worry. We worry about our health, our families, and our ability to provide for them. I enjoy educating people on mortgage protection because it addresses these worries that keep us up at night. The problem though is all of the noise. All the people trying to SELL us. It is difficult to know who to trust. I will make you this promise: If you contact me, I will have a discussion with you..not a sales pitch. I will then provide you with options, always with the goal of finding the coverage YOU need at a budget YOU are comfortable with. Take the first step in alleviating your concerns about your precious family being safe and secure. Let's set up a time to talk.

Connect with me today.

Email Me Schedule An Appointment

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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"The Agent's Company" Executive Team

  • Rob Jones of Equis

    Rob Jones

    Executive Vice President of Agency Development

    Integrity Managing Partner

    Get to know Rob
  • Bill Martin of Equis

    Bill Martin

    Executive Vice President of Sales Development

    Integrity Managing Partner

    Get to know Bill
  • Emily White of Equis

    Emily White

    Senior Vice President of Operations

    Get to know Emily
  • Kristan Brockman of Equis

    Kristan Brockman

    Vice President of Marketing & Leads Operations

    Get to know Kristan

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?

Explore Careers
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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.

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 Athene Logo GPM Logo