Dauntless Financial Group

Equis Financial Equis Financial

I'm Steven Ross. Nice to meet you.

Steven Ross

I'm Steven Ross. Nice to meet you.

Steven’s passion for helping others to achieve financial security and asset protection is what drives him to help families understand the impact of proper planning, whether that be Protecting your Mortgage in the event of Disability or Death, or just having your Final Expenses covered to relieve the burden on your family members. “We specialize in Simplified Issue programs that require no Physical Exams, with Living Benefits. In contrast to a death benefit that pays out when you pass away, you can use the money while you're still alive, and products that can return the money you paid if you never use the coverage.” Schedule a 15 minute Consultation at https://Calendly.com/stevenjross

Connect with me today.

Email Me Schedule An Appointment Call Me: 561.901.4444

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.

561.901.4444

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

We work with companies our clients trust.

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