ABOUT
EQUIS FINANCIAL
Through leadership possessing 75 years of combined industry experience, Equis Financial is uniquely qualified to provide products and services designed to dramatically improve the financial health of middle-income America.
Partnerships with the industry’s best carriers and the support of a dedicated home office staff allow Equis Financial to provide our agents with a portfolio of products including our industry’s best kept secret: Living Benefits, the NEW kind of life insurance that can be utilized while you’re still living.
SERVICES INCLUDE
LIVING BENEFITS
Critical illness insurance is medical insurance that provides a lump-sum benefit upon diagnosis of a covered critical illness or condition... more
MORTGAGE PROTECTION
Mortgage protection is a simplified, quick issue insurance that is used to protect our client's greatest asset... more
RETIREMENT PLANNING
An annuity can be used to save for retirement, preserve funds already saved for retirement and to provide a steady stream of income during retirement... more
FINAL EXPENSE
Final expense plans are designed to remove, or offset, the financial stress that is associated with death... more
COLLEGE FUNDING
One of the biggest concerns related to new generations of people is the rapidly rising cost of a college education.... more
OVER 15 PROVIDERS
Providing a plethora of protection services.
You’re bound to find a product that’ll suit your needs!
PROVIDER TESTIMONIAL
“Foresters Financial is proud to partner with Equis Financial. As a fraternal benefit society, it’s important for Foresters to align with distributors that build trust with our customers and also share our values of enriching family and community well-being. The Equis Financial leadership team have taken great care to build an agency that lives up to those same values – with excellence and integrity.”
- JIM BOYLE
President and CEO, Foresters Financial
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CONTACT
EQUIS FINANCIAL
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