Agency Mission Statement
Our mission is to glorify Jesus, protect families, and help agents achieve financial independence!
New Agents: Get Started
Always Check With Your Manager Before Completing Your Next Step.
Register with Equis
Get registered now! Enter your info to create your back-office account with Equis Financial.
Enroll and start your prelicensing training. If you already have your license, skip to the next step.
Complete AML Training
Carriers require AML (Anti-Money-Laundering) certification to approve your appointment.
Your E&O Insurance
Insurance carriers require agents to be protected with professional liability coverage.
Insurance Carrier Contracting
Complete & submit documents to get appointed with your primary insurance companies.
Get your accounts set up to access Equis' in-house lead system and approved vendors.
Step 7 - New Agent Training
All the information and resources you need to get going quickly.