Equis Financial

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Equis Financial

I'm Karl Oaten. Nice to meet you.

Karl Oaten

I'm Karl Oaten. Nice to meet you.

Hi, My name is Karl Oaten licensed since 1989. I work with Equis Financial. I am here to help protect your assets by enrolling in programs to get the benefits you find of value. I get compensated for the service I render from the companies I represent. Before this I worked with agents and financial advisor as a Compliance Field Advisor, traveling across country training over 9,000 agents on products, market conditions, suitability, policies and procedures. I offered ethics and life C.E. credits as an instructor for most states. I provided product data for market conduct unit and created /delivered questions for the state of Florida insurance examination book for Equity index annuity.

Connect with me today.

Email Me Call Me: 727-641-4404

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.

727-641-4404

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

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