equis / keystone group overview ppt

Scott Richards Agency Manager

Welcome

Our Market

About Equis Financial

Our Products

Our Qualified Lead System

Compensation

Training

www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company

http://www.equisfinanical.com




www.equisfinanical.com The Agent’s Company

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Equis Financial is a partnership of agents and agency builders

Founded in 2015 by insurance sales veterans with decades of experience

Partner with insurance companies to bring our agents the best, competitive products

Our agents follow-up on people that have requested coverage

Using our lead system, our agents are able to quickly build a solid client base






Barry Clarkson President & CEO

The entire executive team at Equis are field tested, proven agents and agency managers.

Kevin Davies Chief Operations Officer

Rob Jones VP Agency Development

Bill Martin VP of Sales

Pete Lee Advanced Markets

Glenn Davies Director of Technology






www.equisfinanical.com

The Agent’s Company

MORTGAGE PROTECTION

DISABILITY

CRITICAL ILLNESS

FINAL EXPENSE

TERM & UNIVERSAL LIFE INSURANCE

ANNUITIES






We have partnered with over a dozen of the strongest insurance companies to bring our agents a vast portfolio of the industry’s top insurance solutions.

With our full line of insurance companies and products, our agents are able to help all their clients, even if they have existing health complications.






Researchers collect data

Out of 100 people 98.5 will decide they

aren’t interested

1.5 will decide this is coverage their family

needs, fill the form out, and mail it back

Letters are printed, prepared and mailed

Leads uploaded for distribution

Our agents contact leads to set an appointment






Full Benefit Description

Clear & Concise

Form Completed w/ Personal

Details

Agent Contact Within Hours of Receiving






Direct Access to Our Executive Training Team


Complete Online

Training Program

Agent Concierge Program

Regional Sales

Training Meetings

Equis Podcast Network






Commission Percentage New Agents Start at 75% Earn up to 120%

Commission Advance Insurance Companies Advance 75%*

Policy Issued 75% of Commission

Other 25% Months 10,11,12

Annual Premium Volume Average APV = Monthly Premium X 12 Months Company Average $1021.92 ($85.16/Month)

*On most policies






Overrides Commission earned by Agency Managers. Equal to the difference in their commission level and their agent’s commission level.

Renewals Some policies continue to pay commissions in years 2-5, some years 2-10, some for life of policy

Issue Rate Industry Average 75%



