Equis Financial

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Equis Financial

Explore Our ServicesBroader services. Wider reach.

Equis was originally built on Mortgage Protection services. Since then, we’ve greatly expanded our platform to support Final Expense and Advanced Markets

Take a look below to discover how we're broadening our services and widening our reach.

Contact me to learn more: 954 415 3828

Email Me Schedule An Appointment
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  • Equis Retirement Solutions Logo
Equis Financial - Mortgage Protection Division
Equis Financial Logo

Mortgage Protection Division

Mortgage Protection Insurance, or MPI, protects your family from being unable to afford their home, should one of your family’s breadwinners encounter health issues, become disabled, or die. In such scenarios where income is significantly reduced, families can suffer financial hardship and even lose their home. Mortgage protection gives you peace of mind that your family will never face such a situation.

An unexpected $400 expense would force more than one in three Americans into a difficult financial situation.

– Federal Reserve, “Report on the Economic Well–Being of U.S. Households in 2018”

  • Customization First iconCustomization First

    We design solutions around the specific needs of each family, ensuring they have just the right amount of coverage—not too little, not too much.

  • Choices and Options iconChoices and Options

    Regardless of your budget, health, or employment situation, we have the variety of partners and services to meet almost any client’s needs.

  • Customization First iconNorth American Focus

    Unlike many financial agencies who only serve the wealthy, Equis Financial is rooted in solving the financial needs of every American.

Our Mission

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

Discover What Makes Us Different

Equis Financial Executive Team

Equis Financial is a partnership of agents and agency builders. Founded in 2015 by industry veterans Barry Clarkson, Rob Jones, and Bill Martin, Equis Financial truly is the agent’s company.

Meet The Executive Team
Equis Financial Retirement Solutions Logo

48% of Americans–nearly half–are not saving anything for retirement.– CFP Board & Morning Consult, 2019. "CFP Board Retirement Presentation"

Equis Retirement Solutions

For industry leading education on Indexed Annuities, Indexed UL, Living Benefits, and so much more—look no further than Equis Retirement Solutions. Equis Retirement Solutions is designed to provide you with the training needed to provide your clients safe savings and protection solutions. Access the leadership you need to succeed with clients on the invaluable nature of smartly considered financial planning. Simplify your sales approach with Equis Retirement Solutions.

Division Leaders

Equis Retirement Solutions - Pete Lee

Pete LeeSenior Vice President of Equis Retirement Solutions

Equis Retirement Solutions - Bill Martin

Bill Martin (2.0)Vice President of Equis Retirement Solutions

Older man with grandson on shoulders

The wisdom, knowledge, and guidance of Pete Lee and Bill Martin 2.0 is only found within one company—Equis Financial. Clients’ long-term goals will always come first and are served like family when led by this team.Brandon Clarke – Equis Life Protection Specialist

Discover how Equis Financial can power your career goals.

If the momentum we have at Equis excites you, then consider plugging into our mission of empowering agents to reach more communities with a broader offering of services.

Email Me Schedule A Call Call Me:954 415 3828