Equis Financial

Equis Financial 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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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.

727-641-4404

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

We work with companies our clients trust.

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