New Agents: Get Started

Step 1: Congratulations!
You've got your EF number, here's your next steps.

Not Licensed

1. Begin at Step 2, Get Licensed
Go To Step 2

Already Licensed

1. Begin at Step 3, AML Training
This is important, even if you have completed an AML course, you'll need to complete this one for our carriers.
Go To Step 3

NOTE: If your Equis Dashboard is locked for inactivity, please send an email, with your EF number, to the Business Development Team at bizdev@equisfinancial.com and ask them to reactivate your account.