Equis Financial

Equis Financial Equis Financial

I'm Dan & Mandi Roberts. Nice to meet you.

Dan & Mandi Roberts

I'm Dan & Mandi Roberts. Nice to meet you.

Dan & Mandi Roberts are engrained with an entrepreneurial spirit. When they joined Equis in 2015 they knew it would be a place that spirit could thrive. In June of 2016 Dan replaced Mandi’s income allowing her to retire from her corporate job in non-profit management to focus exclusively on growing their business and raising their 2 daughters. Dan has served in the military for most of his career & soon retire with 20 years of service to our county. Once retired he will transition to a full-time Equis Representative. The Equis Opportunity has allowed them to grow an additional income stream, grow a team of agents, develop a business and protect families.

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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.

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

We work with companies our clients trust.

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