Post on 17-Feb-2017
transcript
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company
Sample subtitle text goes here
www.equisfinanical.com The Agent’s Company
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
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
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
www.equisfinanical.com
The Agent’s Company
MORTGAGE PROTECTION
DISABILITY
CRITICAL ILLNESS
FINAL EXPENSE
TERM & UNIVERSAL LIFE INSURANCE
ANNUITIES
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
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.
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
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
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
Full Benefit Description
Clear & Concise
Form Completed w/ Personal
Details
Agent Contact Within Hours of Receiving
www.equisfinanical.com The Agent’s Company
Direct Access to Our Executive Training Team
www.equisfinanical.com The Agent’s Company
Complete Online
Training Program
Agent Concierge Program
Regional Sales
Training Meetings
Equis Podcast Network
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
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
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
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%
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company
www.equisfinanical.com The Agent’s Company www.equisfinanical.com The Agent’s Company