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: (415)-375-2005Email Me Schedule An Appointment
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”
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
Regardless of your budget, health, or employment situation, we have the variety of partners and services to meet almost any client’s needs.
North American Focus
Unlike many financial agencies who only serve the wealthy, Equis Financial is rooted in solving the financial needs of every American.
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
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.
Pete LeeSenior Vice President of Equis Retirement Solutions
Bill Martin (2.0)Vice President of Equis Retirement Solutions
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