SCHEDULE AN INTERVIEW
 Schedule an interview by texting Dan Roberts at 941-350-3115 with a few times that work for you .  Be sure to include the code word from the corporate overview video.
 
​JOIN OUR TEAM: 
STEP ONE: Watch the corporate overview
STEP TWO:  Schedule an interview by texting Dan Roberts at 941-350-3115 with a few times that work for you .  Be sure to include the code word from the corporate overview video.
STEP THREE:  Explore the other videos and FAQ's on this page to learn more. 

FREQUENTLY ASKED QUESTIONS
DO I NEED TO HAVE AN INSURANCE LICENSE TO WORK WITH EQUIS FINANCIAL?
Yes. The insurance industry is highly regulated. All of our agents must have, or obtain, a life insurance producer’s license for the state in which they reside in order to write business.
CAN AN AGENT EARN A HIGHER CONTRACT?
Absolutely. Every 2 months agents are eligible to receive contract raises depending on production. Individual agents at Equis can earn top contracts that are normally only given to agency managers. Agency managers have the ability to earn contracts that surpass the industry standard.
CAN I GET MY LICENSE ON-LINE? 
Yes and no. You can do all your state required pre-licensing studying online at ExamFX. We have partnered with ExamFx to provide our agents with a heavily discounted rate. You will be required to take your license exam at a state approved facility. ExamFX will help you locate the licensing facility nearest you.
ARE THERE OPPORTUNITIES FOR ADVANCEMENT INTO MANAGEMENT?
Yes. Our New Agency Manager Program is designed to help train and support agents who would like to build an agency of any size.
How Much do Leads Cost? 
Lead cost depends on the type of lead, the age of the lead, and contract level of the agent. For a new agent leads can cost from $41.00 down to .50 cents.
CAN I START PART-TIME?
Yes. Many of our most successful agents started part-time while they kept their 9-5 job, before transitioning into a full-time career with Equis.
ARE AGENTS PAID COMMISSION ONLY?
Yes. Other than the bonuses paid by Equis, our agents make their living from commissions paid by our various insurance companies.
HOW MANY LEADS DOES THE AVERAGE AGENT NEED?
On average, our full-time agents purchase 10-15 leads a week.
Click the + to expand the answers

A- LEADS

D- LEADS

B & C LEADS

CALL-IN LEADS
  • CFG SIMPLIFIED ISSUE TERM CALCULATOR:   APPLE   or   ANDROID         Password: cfgsit  
  • CFG FINAL EXPENSE RATE CALCULATOR:​  APPLE   or   ANDROID     Password: cfgfe

Add these calls and webinars to your calendar. 
 Use the scheduler below to find a time that works for you or text the code word & your name to Dan Roberts at 616-322-5075

TOBACCO
​Guidelines 

Print in color and laminate to keep in insurance bag. This document defines smokers & non-smoking rates by carrier. 

MORTALITY
​ Guidelines 

Print in color and laminate, use with dry erase marker while in home to review risks with clients. 

New Kind of Life Insurance

Print and laminate this document. Use this as a tool to explain how the new kind of life insurance can benefit your client. 

Client Worksheet

Print multiple copies of these worksheets.  If there is a question on what coverage to select with client text this completed form to upline manager for advise. 

LIVING BENEFITS
​Critical, Chronic & Terminal Illness Rider Grids

Print multiple copies of each of these to use with your clients.  These documents can be personalized by adding your contact info. Current contact info on documents is just an example and should be replaced with your contact information. 

Living Benefits are not available on ROP policies. 
STEP 1: Please watch the corporate overview in its entirety. (There is a CODE WORD required for confirming an interview. )
​STEP 2: After you watch the corporate overview TEXT  ​616-322-5075 with your name and code word to schedule an interview.

OUR SOLUTIONS

OUR MARKET

OUR MISSION

To 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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