EQUIS Financial / Keystone Group Employee Directory

InsuranceFlorida, United States201-500 Employees

We have built Equis Financial to provide agents with not just an opportunity, but a career, a place where they can build their future. That is why we have built the most comprehensive and innovative lead, training, support and compensation system in the industry.

Leads, Training, Support & Compensation...

Leads:
The success of our agents is our chief concern. The one thing that stands in the way of most salespeople's’ success is finding people who want and need their product. At Equis we have eliminated that problem with our exclusive lead program.

Training:
The ground-breaking Equis Podcast Network brings professional, on-demand training and motivation to your fingertips. Our online training videos allow you to learn from the top agents in the industry.  

New agent training courses hosted at the Equis Headquarters provide small class size, in person training, to help all new agents get started quickly.  Advanced agent courses hosted at the Equis Headquarters help experienced agents learn how to offer advanced products to their clients and how to grow and run profitable agencies.

Support:
At Equis we believe in providing our agents with the best service possible. Our fully qualified staff can assist agents with any aspect of their career. From new business to leads to training, we are here to help.

By utilizing our Agent Concierge Hotline, our agents can call and speak to an experienced field agent at any time of day, whether they are preparing for an appointment or sitting in front of a client.

Compensation:
At Equis we provide the most aggressive compensation plan for our agents. Our agents start on high commission schedules with clear promotion standards. Motivated agents quickly earn higher and higher contract levels.

With guaranteed vesting, agents can build a book of business to generate passive income through renewals.

Agency builders can use the Equis turn-key system to build successful, profitable agencies.

The Equis Bonus Program and the Equis Equity Bonus Program further rewards hardworking agents and agency managers for their efforts.

Equis Financial takes a lot of pride in being one of the few companies that does not nickel and dime their agents with membership fees, club fees, contract promotion fees, or training fees. So that means our agents keep the money they earn. That’s what you get from a company founded by agents for agents!

Agency Builders:
For people interested in building an nationwide agency of agents, Equis offers a ground floor opportunity to build a team and override it's production.   A Equity bonus program for top builders is sure to create millionaires in the near future! 

Don't be left out, find out more today!

Find EQUIS Financial / Keystone Group employees' phone numbers or email addresses

EQUIS Financial / Keystone Group Global Highlights

Location
Employees

North America
40

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  • United States Of America
    39
  • Canada
    1

Europe
4

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  • United Kingdom Of Great Britain And Northern Ireland
    4

EQUIS Financial / Keystone Group's Leadership

  • Stylized image of a person
    A. S.
    President
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  • Stylized image of a person
    S. R.
    Agency Builder / Agency Owner
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  • Stylized image of a person
    J. G.
    Independent Business Owner
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    W. E.
    Senior Vice President
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    H. M.
    Managing Director
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    B. A.
    Managing Director, Life Brokerage
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  • Stylized image of a person
    D. D.
    Director
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    J. P.
    Wealth Manager
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Contact profiles from EQUIS Financial / Keystone Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. S.
    President
    Phone icon
    United StatesArizona
    Sep 10, 2025
  • Stylized image of a person
    S. R.
    Agency Builder / Agency Owner
    Phone icon
    United StatesFlorida
    Sep 11, 2025
  • Stylized image of a person
    J. G.
    Independent Business Owner
    Phone icon
    United StatesOklahoma
    Oct 22, 2024
  • Stylized image of a person
    W. E.
    Senior Vice President
    Phone icon
    United StatesMassachusetts
    Nov 18, 2025
  • Stylized image of a person
    H. M.
    Managing Director
    Phone icon
    United KingdomEngland
    Sep 11, 2025
  • Stylized image of a person
    B. A.
    Managing Director, Life Brokerage
    Phone icon
    United StatesNorth Carolina
    Dec 02, 2025
  • Stylized image of a person
    D. D.
    Director
    Phone icon
    UNITED KINGDOMHAMPSHIRE
    Jun 11, 2025
  • Stylized image of a person
    J. P.
    Wealth Manager
    Phone icon
    United StatesWisconsin
    Oct 22, 2024
  • Stylized image of a person
    S. H.
    Branch Manager
    Phone icon
    United StatesSouth Carolina
    Oct 18, 2025
  • Stylized image of a person
    J. B.
    Agency Builder
    Phone icon
    United StatesNorth Carolina
    Dec 16, 2025

Frequently Asked Questions

What is EQUIS Financial / Keystone Group known for?

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EQUIS Financial / Keystone Group was founded in 2015 operates in the Insurance industry; you can contact the main corporate office by phone at . Explore EQUIS Financial / Keystone Group's company overview page for more information.

What is EQUIS Financial / Keystone Group's most common email format?

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EQUIS Financial / Keystone Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EQUIS Financial / Keystone Group email formats with LeadIQ.

How many employees does EQUIS Financial / Keystone Group have currently?

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EQUIS Financial / Keystone Group has approximately 201 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are EQUIS Financial / Keystone Group's key employees and leadership?

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As of December 2025, EQUIS Financial / Keystone Group's key employees include:

  • President: A. S.
  • Agency Builder / Agency Owner: S. R.
  • Independent Business Owner: J. G.
  • Senior Vice President: W. E.
  • Managing Director: H. M.

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