Your Equis Financial profile is set up and your Independent Contractor Agreement is set.
Enroll and start your prelicensing training. If you already have your license, skip to the next step.
Carriers require AML (Anti-Money-Laundering) certification to approve your appointment.
Insurance carriers require agents to be protected with professional liability coverage.
Submit documents for appointment with insurance companies.
Sales Training and Resources to get started serving families.
Resources and Training from Equis Financial.