New Agents: Get Started
Step 1
Register with Equis
Get registered now! Enter your info to create your back-office account with Equis Financial.
Step 2
Get Licensed
Enroll and start your prelicensing training. If you already have your license, skip to the next step.
Step 3
Complete AML Training
Carriers require AML (Anti-Money-Laundering) certification to approve your appointment.
Step 4
Your E&O Insurance
Insurance carriers require agents to be protected with professional liability coverage.
Step 5
Insurance Carrier Contracting
Submit documents to get appointed with your primary insurance companies.
Step 6
Licensed Agent Portal
All-access Training For Licensed Virtual or Face-to-Face Cardinal Agents.