Equis Financial

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Equis Financial

I'm Eric & Kim Valdez. Nice to meet you.

Eric & Kim Valdez

I'm Eric & Kim Valdez. Nice to meet you.

Our passion is serving - clients & teammates! We have a simple two-part mission. First, we help people across the country find the financial solutions they need to protect their families and their futures. We have partnered with Industry leading Carriers to provide our Team with a portfolio of products they can be proud to offer their clients. We follow-up with families that have requested assistance and work with them to create a solution that best fits their need and budget. Second, we are building a World Class Team desires to own their own business either P/T or F/T. We share our proven Platform that sky-rockets their business toward their own defined financial freedom.

Connect with me today.

Email Me Schedule An Appointment Call Me: 4195669609

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?

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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.

4195669609

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