Equis Financial is a partnership of agents and agency builders. Founded in 2015 Equis agents nationwide provide their clients with the best life insurance and annuity products on the market today.
Equis Financial agents help people across the country find the life insurance and retirement solutions they need to protect their families and their futures. We have partnered with industry leading carriers to bring our agents a portfolio of products that they can be proud to offer their clients. Our agents follow-up with families that have requested assistance and work with them to create a solution that best fits their needs and budget
Products to fit each client’s needs.
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Mortgage protection is a simplified, quick issue insurance that is used to protect our client’s greatest asset. Mortgage protection plans are designed to provide a death benefit to pay off all, or a portion of, a client’s mortgage. Optional riders are available in most states, such as disability income and return of premium, which refunds all, or part of, the premium paid if the policy is unused. This product, offered by many of our carriers, can be customized to fit each client’s needs and budget.
Critical illness insurance is medical insurance that provides a lump-sum benefit upon diagnosis of a covered critical illness or condition. This payout helps our clients avoid the financial burden that can be created by those illnesses. Our clients have found this benefit payout useful for getting the treatment they want, spending time with their family and friends, keeping their home, and filling in the financial gaps left by most medical insurances. Individuals must qualify for critical illness coverage which is dependent on a number of factors including, current health and medical history, age, and occupation
The loss of a loved one in death is an emotionally difficult experience. Final expense plans are designed to remove, or offset, the financial stress that is associated with death. Our clients are able to use final expense plans to help their clients prepare for this difficult time. These plans are available in varying coverage amounts to fit a variety of budgets. Due to the diversity of our carriers, Equis agents are able to find coverage for their clients no matter what their current health status may be.
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