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Equis Financial

4.3

A Equis Financial Company

www.equisfinancial.com
Location
United States
Size
201-500 employees
Revenue
$25 to $100 million (USD)
Industry
Insurance
Founded
2015

The Agent's Company: Empowering Independent Insurance Professionals

Equis Financial stands as a premier Insurance Marketing Organization designed specifically for independent insurance agents and agency builders across the United States. Founded in 2015 by industry veterans and headquartered in Asheville, North Carolina, Equis Financial has built its reputation as The Agent's Company by prioritizing agent success above all else. With 201-500 employees operating across 15 major markets-including Chicago, New York, Phoenix, Atlanta, and Dallas-the company generates $25-100 million in annual revenue while maintaining an impressive 4.3 Glassdoor rating.

Agent Centric Business Model

Unlike traditional insurance organizations, Equis Financial was founded on a simple principle: agents deserve the lion's share of commissions, renewals, and bonuses. This agent-focused philosophy permeates every aspect of the company's operations, creating an environment where professionals can build lasting, profitable careers. As part of Integrity Marketing Group since 2020, Equis Financial has expanded its reach while maintaining its commitment to independent agents.

Comprehensive Products and Services

Equis Financial's competitive product portfolio includes:

  • Life insurance with mortgage protection and final expense coverage
  • Living benefits and advanced underwriting options
  • Annuities and retirement solutions focused on debt elimination
  • Exclusive lead system connecting agents with qualified prospects

Career Development and Support

The company's proven system combines progressive technology, state-of-the-art training, and comprehensive support to help agents quickly build solid client bases. Professional development opportunities include:

  • Advanced training programs designed for all experience levels
  • Exclusive lead generation system providing consistent prospect flow
  • Ongoing support enabling rapid client base development
  • Lifetime renewal and repeat business opportunities
  • Secure, innovative environment for building sustainable careers

Why Choose Equis Financial

Equis Financial respects and invests in agents as their most valuable resource. The company's innovative approach combines cutting-edge technology with proven sales methodologies, creating an environment where insurance professionals can develop their own businesses while maintaining the security and resources of an established organization. With operations spanning from coast to coast, Equis Financial continues to attract top talent seeking long-term career growth in the insurance sector.

Mission

To respect and invest in independent insurance agents by providing a secure, innovative environment where they can start and build lasting, profitable careers.

Frequently Asked Questions