Equis Financial Equis Financial

I'm Richard N. Legare. Nice to meet you.

Richard N. Legare

I'm Richard N. Legare. Nice to meet you.

Having lost his wife to cancer when their children were 5 and 6 years old, Richard knows how important it is to expect the best, yet prepare for the worst. He understands that even though you cannot avoid every life challenge, you can provide some financial relief to your family in tragic situations- and he's here to help with that. With an extensive career as a financial adviser, Richard is retired from Wells Fargo Bank, where he specialized in mortgage consultation. He's earned significant client service satisfaction awards from Five Star Professional and International Wealth & Finance Magazine.​ Retired once, his mission to help families make wise financial decisions continues...

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Email Me Call Me: 281.203.1711

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.

281.203.1711

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

We work with companies our clients trust.

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