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Equis Financial

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uuid000dp5f

Namestring
Equis Financial
Legal namestring
Equis Financial Inc.
Company typeenum
Private
Founded yearint
2015
Descriptiontext

Equis Financial is a privately held insurance marketing organization founded in 2015 and headquartered in Lynchburg, Virginia, that supports independent insurance agents and agency builders across all 50 states. The company sells life insurance, mortgage protection, living benefits, debt elimination, retirement solutions (annuities and Indexed Universal Life), and final expense insurance through partnerships with more than 20 carriers including Mutual of Omaha, Transamerica, Athene, John Hancock, Corebridge Financial, Ameritas, and Aetna CVS Health. Equis's primary end-customer is middle-income American families seeking financial protection, with independent agents serving as the distribution channel.

The Equis platform rests on a proprietary technology stack provided to agents free of charge. IntegrityCONNECT enables agents to quote and apply for life, health, and (as of 2025) Fixed Indexed Annuities and Multi-Year Guaranteed Annuities through industry-leading underwriting with short, precise questions. LeadCENTER supplies agents with compliant, high-quality leads that eliminate cold calling. The Equis Agent Dashboard delivers real-time KPIs, placement rates, persistency, debt management, team performance, cross-network leaderboards, and bonus qualification insights. A dedicated Training Center provides hundreds of videos, scripts, learning modules, and step-by-step guides for both new and veteran agents.

Equis operates on a commission-based revenue model in which agents are independent contractors (1099) earning average commissions of $700-$1,000 per policy plus performance bonuses (Producer Bonus up to $5,000/month, Builder Bonus up to $50,000/month, Gold Standard Bonus of $2,500, and a 120% monthly production multiplier for agents, 140% every two months for agency managers). There are no membership or contract promotion fees. The company maintains 18 regional field offices across nine states and runs the multi-city Gold Standard Tour, Winter Leadership Retreat, and weekly coaching calls as community and training infrastructure. In May 2020, Equis was acquired by Integrity Marketing Group, one of the largest independent insurtech marketing organizations in the United States, which provides the underlying technology and carrier relationships.

Short descriptiontext

Equis Financial is an insurance marketing organization that enables independent agents to sell life insurance, annuities, mortgage protection, and retirement products from 20+ carriers to middle-income American families across all 50 states, operating as a subsidiary of Integrity Marketing Group since May 2020.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
251–500
akta.pro rankint
HeadquartersAsheville, United States
HQ citystring
Asheville
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices17 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
life insurance distribution, insurance agent platform, annuity sales, insurance carrier partnerships, independent insurance agents
SIC code1 code
  • 6411
Product category
Insurance Distribution
GTM motion3 records

Each record includes

Type, Description, Source

Revenue model2 records
1Commission from Insurance Products
TypeTransaction Fee
Description

Agents earn commissions through carrier partners on products sold including life insurance, mortgage protection, living benefits, retirement solutions (annuities, IUL), final expense, and debt elimination products. Average policy payout ranges from $700-$1,000 in commission. Commission-only compensation model.

equisfinancial.com
2Agent Performance Bonuses
TypeTransaction Fee
Description

Monthly bonus program with three tiers: Producer Bonus up to $5,000/month for personal production; Builder Bonus up to $50,000/month for agency building and team leadership; Gold Standard Bonus of $2,500 for elite performance levels. Agents can earn up to 120% compensation multiplier monthly; agency managers up to 140% every two months.

equisfinancial.com
Marketing channels10 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details1 tier
1Commission-based compensation with no base salary
ModelTransaction based/ take rateBilling cadencePay-as-you-go
Notes

Average policy commission payout ranges from $700-$1,000. Agents can earn up to 120% compensation multiplier monthly based on production. Agency managers can earn up to 140% compensation every two months.

equisfinancial.com
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Equis Financial is an insurance marketing organization that recruits and supports independent insurance agents and agency builders to sell life insurance, mortgage protection, living benefits, debt elimination, retirement solutions, and final expense products from 20+ carrier partners. The company equips agents with free proprietary technology (IntegrityCONNECT quoting platform, Equis Agent Dashboard, LeadCENTER lead system, and Training Center), step-by-step sales training, ongoing mentorship, and a commission-and-bonus compensation structure.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 4 values shown
  • Agents can earn up to 120% compensation multiplier monthly based on production
+3 more records
Product overview1 text field

Equis Financial is a platform for independent insurance agents and agency builders, offering a portfolio of insurance products including Life Insurance, Mortgage Protection, Living Benefits, Debt Elimination, Retirement Solutions (annuities and IUL), and Final Expense insurance. The company provides these products through partnerships with 20+ insurance carriers. Supporting the product portfolio is a technology stack including the proprietary Training Center for agent education, the Equis Agent Dashboard for business management and KPI tracking, IntegrityCONNECT for quoting and underwriting, and LeadCENTER for lead generation — all provided to agents free of charge as part of the Equis platform.

Product and service6 records
1Life Insurance
CategoryInsurance Products
Description

Term and permanent life insurance policies designed to provide financial protection for families, paying a benefit upon the insured's death. Sold by Equis independent agents to middle-income American families through multiple carrier partners.

2Mortgage Protection
3Living Benefits
4Debt Elimination
5Retirement Solutions
CategoryInsurance Products
Description

Retirement planning products including annuities and Indexed Universal Life (IUL) insurance, offering accumulation potential and guaranteed income during retirement. Fixed Indexed Annuities (FIA) and Multi-Year Guaranteed Annuities (MYGA) were added to IntegrityCONNECT in 2025.

6Final Expense
Scale indicator5 records

Each record includes

Type, Value, Description, Source

Partnership20 partners
Strategic tierMinorTypeStrategic or Co-development Partner
Description

Pre-licensing education partner providing online courses to help agents pass their state insurance licensing exams. Equis offers discounted rates on XCEL pre-licensing courses.

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Insurance carrier partner providing life and health insurance products through Equis agent network

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Insurance carrier partner providing life insurance products through Equis agent network

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Insurance carrier partner providing life insurance products through Equis agent network

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Health insurance carrier partner providing products through Equis agent network

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Insurance carrier partner providing life insurance products through Equis agent network

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Insurance carrier partner providing life insurance products through Equis agent network

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Insurance carrier partner providing life and retirement products through Equis agent network

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Insurance carrier partner providing life and retirement products through Equis agent network

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Annuity carrier partner providing retirement products through Equis agent network

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Insurance carrier partner providing life and annuity products through Equis agent network

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Annuity carrier partner providing retirement products through Equis agent network

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Insurance carrier partner providing life insurance products through Equis agent network

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Insurance carrier partner providing life insurance products through Equis agent network (includes Columbus Life and Lafayette Life divisions)

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Insurance carrier partner providing life insurance products through Equis agent network

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Insurance carrier partner providing life and retirement products through Equis agent network

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Insurance carrier partner providing life and annuity products through Equis agent network

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Insurance carrier partner providing life and annuity products through Equis agent network

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Insurance carrier partner providing life insurance products through Equis agent network

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Insurance carrier partner providing life insurance products through Equis agent network

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat6 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers4 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature5 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles4 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Equis Financial

Insurance Distributionequisfinancial.com

Equis Financial is an insurance marketing organization that enables independent agents to sell life insurance, annuities, mortgage protection, and retirement products from 20+ carriers to middle-income American families across all 50 states, operating as a subsidiary of Integrity Marketing Group since May 2020.

What Equis Financial does

Equis Financial is a privately held insurance marketing organization founded in 2015 and headquartered in Lynchburg, Virginia, that supports independent insurance agents and agency builders across all 50 states. The company sells life insurance, mortgage protection, living benefits, debt elimination, retirement solutions (annuities and Indexed Universal Life), and final expense insurance through partnerships with more than 20 carriers including Mutual of Omaha, Transamerica, Athene, John Hancock, Corebridge Financial, Ameritas, and Aetna CVS Health. Equis's primary end-customer is middle-income American families seeking financial protection, with independent agents serving as the distribution channel.

The Equis platform rests on a proprietary technology stack provided to agents free of charge. IntegrityCONNECT enables agents to quote and apply for life, health, and (as of 2025) Fixed Indexed Annuities and Multi-Year Guaranteed Annuities through industry-leading underwriting with short, precise questions. LeadCENTER supplies agents with compliant, high-quality leads that eliminate cold calling. The Equis Agent Dashboard delivers real-time KPIs, placement rates, persistency, debt management, team performance, cross-network leaderboards, and bonus qualification insights. A dedicated Training Center provides hundreds of videos, scripts, learning modules, and step-by-step guides for both new and veteran agents.

Equis operates on a commission-based revenue model in which agents are independent contractors (1099) earning average commissions of $700-$1,000 per policy plus performance bonuses (Producer Bonus up to $5,000/month, Builder Bonus up to $50,000/month, Gold Standard Bonus of $2,500, and a 120% monthly production multiplier for agents, 140% every two months for agency managers). There are no membership or contract promotion fees. The company maintains 18 regional field offices across nine states and runs the multi-city Gold Standard Tour, Winter Leadership Retreat, and weekly coaching calls as community and training infrastructure. In May 2020, Equis was acquired by Integrity Marketing Group, one of the largest independent insurtech marketing organizations in the United States, which provides the underlying technology and carrier relationships.

Equis Financial firmographics

Firmographics
Name
Equis Financial
Legal name
Equis Financial Inc.
Website
https://equisfinancial.com
Company type
Private
Founded year
2015
Operating status
Operating
Headcount range
251–500 employees
Short description
Equis Financial is an insurance marketing organization that enables independent agents to sell life insurance, annuities, mortgage protection, and retirement products from 20+ carriers to middle-income American families across all 50 states, operating as a subsidiary of Integrity Marketing Group since May 2020.
Ownership category
akta.pro rank

Where Equis Financial is headquartered

Location

Headquarters

HQ city
Asheville
HQ country
United States
HQ region
North America

Offices17 records

Markets served

Equis Financial business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Commission from Insurance Products: Agents earn commissions through carrier partners on products sold including life insurance, mortgage protection, living benefits, retirement solutions (annuities, IUL), final expense, and debt elimination products. Average policy payout ranges from $700-$1,000 in commission. Commission-only compensation model.
  2. Agent Performance Bonuses: Monthly bonus program with three tiers: Producer Bonus up to $5,000/month for personal production; Builder Bonus up to $50,000/month for agency building and team leadership; Gold Standard Bonus of $2,500 for elite performance levels. Agents can earn up to 120% compensation multiplier monthly; agency managers up to 140% every two months.

Pricing tiers

ModelBillingPrice
Transaction based/ take ratePay-as-you-goCommission-based compensation with no base salary

Go-to-market motion3 records

Distribution channels2 records

Marketing channels10 records

Equis Financial product offering

Product offering

Core offering

Equis Financial is an insurance marketing organization that recruits and supports independent insurance agents and agency builders to sell life insurance, mortgage protection, living benefits, debt elimination, retirement solutions, and final expense products from 20+ carrier partners. The company equips agents with free proprietary technology (IntegrityCONNECT quoting platform, Equis Agent Dashboard, LeadCENTER lead system, and Training Center), step-by-step sales training, ongoing mentorship, and a commission-and-bonus compensation structure.

Product overview

Equis Financial is a platform for independent insurance agents and agency builders, offering a portfolio of insurance products including Life Insurance, Mortgage Protection, Living Benefits, Debt Elimination, Retirement Solutions (annuities and IUL), and Final Expense insurance. The company provides these products through partnerships with 20+ insurance carriers. Supporting the product portfolio is a technology stack including the proprietary Training Center for agent education, the Equis Agent Dashboard for business management and KPI tracking, IntegrityCONNECT for quoting and underwriting, and LeadCENTER for lead generation — all provided to agents free of charge as part of the Equis platform.

Differentiator

Problem solved

Functional benefit

Products and services

  • Life Insurance Term and permanent life insurance policies designed to provide financial protection for families, paying a benefit upon the insured's death. Sold by Equis independent agents to middle-income American families through multiple carrier partners.
  • Mortgage Protection
  • Living Benefits
  • Debt Elimination
  • Retirement Solutions Retirement planning products including annuities and Indexed Universal Life (IUL) insurance, offering accumulation potential and guaranteed income during retirement. Fixed Indexed Annuities (FIA) and Multi-Year Guaranteed Annuities (MYGA) were added to IntegrityCONNECT in 2025.
  • Final Expense

Quantifiable outcome

  • Agents can earn up to 120% compensation multiplier monthly based on production
  • +3 more outcomes

Companies that use Equis Financial

Customer profile

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Equis Financial technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature5 records

Equis Financial partnerships and signals

Strategic signal

Partnerships

20 partnerships are on record, tiered minor and core.

  • XCEL SolutionsminorStrategic or Co-development PartnerPre-licensing education partner providing online courses to help agents pass their state insurance licensing exams. Equis offers discounted rates on XCEL pre-licensing courses.
  • Mutual of OmahacoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing life and health insurance products through Equis agent network
  • GPM LifecoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing life insurance products through Equis agent network
  • ForesterscoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing life insurance products through Equis agent network
  • Aetna CVS HealthcoreChannel Partner/ Reseller/ DistributorHealth insurance carrier partner providing products through Equis agent network
  • AmericocoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing life insurance products through Equis agent network
  • Ethos LifecoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing life insurance products through Equis agent network
  • TransamericacoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing life and retirement products through Equis agent network
  • AmeritascoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing life and retirement products through Equis agent network
  • AthenecoreChannel Partner/ Reseller/ DistributorAnnuity carrier partner providing retirement products through Equis agent network
  • National Life GroupcoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing life and annuity products through Equis agent network
  • American EquitycoreChannel Partner/ Reseller/ DistributorAnnuity carrier partner providing retirement products through Equis agent network
  • Gerber LifecoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing life insurance products through Equis agent network
  • Western & Southern LifecoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing life insurance products through Equis agent network (includes Columbus Life and Lafayette Life divisions)
  • FG LifecoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing life insurance products through Equis agent network
  • Corebridge FinancialcoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing life and retirement products through Equis agent network
  • Oxford LifecoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing life and annuity products through Equis agent network
  • North American CompanycoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing life and annuity products through Equis agent network
  • John HancockcoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing life insurance products through Equis agent network
  • Royal Neighbors of AmericacoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing life insurance products through Equis agent network

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Equis Financial competitors and assessment

Company assessment

Market position

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

Equis Financial social profiles

Digital presence

Equis Financial financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Equis Financial leadership team

Management profile

Number of profiles

Profiles4 records

Equis Financial funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Equis Financial M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Equis Financial

What does Equis Financial do?

Equis Financial is an insurance marketing organization that recruits and supports independent insurance agents and agency builders to sell life insurance, mortgage protection, living benefits, debt elimination, retirement solutions, and final expense products from 20+ carrier partners. The company equips agents with free proprietary technology (IntegrityCONNECT quoting platform, Equis Agent Dashboard, LeadCENTER lead system, and Training Center), step-by-step sales training, ongoing mentorship, and a commission-and-bonus compensation structure.

Is Equis Financial a public or private company?

Equis Financial is a private company. It is classified as corporate owned and is currently operating.

When was Equis Financial founded?

Equis Financial was founded in 2015. It employs 251 to 500 people.

Where is Equis Financial based?

Equis Financial is headquartered in Asheville, United States, in the North America region.

How does Equis Financial make money?

Two revenue lines are on record. Commission from Insurance Products are the primary driver. The others are agent Performance Bonuses.

Does Equis Financial have an API?

No public API is recorded for Equis Financial.

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