Equis Financial

Equis Financial Employee Directory

InsuranceNorth Carolina, United States1001-5000 Employees

Equis Financial is a premier Insurance Marketing Organization for independent insurance agents and agency builders today. Designed from the ground up by industry veterans, Equis provides a proven system that works for anyone. With the driving force of progressive technology, an exclusive lead program, a competitive product portfolio, and state-of-the-art training, Equis has created a company for agents and agency builders to develop a business of their own.

Equis Financial was acquired by Integrity Marketing Group, the nation’s largest independent distributor of life and health insurance products, in May of 2020 to accelerate combined growth and provide even more Americans with the important life and health insurance coverage they need.

Services provided: Life Insurance including benefits such as mortgage protection, final expense, and living benefits; and retirement solutions, including debt elimination.

Find Equis Financial employees' phone numbers or email addresses

Equis Financial Global Highlights

Location
Employees

North America
1.3K

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  • United States Of America
    1.3K
  • Mexico
    1

Asia
2

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  • India
    1
  • Singapore
    1

Europe
2

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  • Spain
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

South America
1

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  • Argentina
    1

Equis Financial's Leadership

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    S. S.
    Chief Executive Officer
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    G. D.
    Chief Technology Officer
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    C. M.
    Chief Wealth Strategist
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    B. M.
    Vice President - Retirement Solutions
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    R. J.
    Vice President Of Agency Development
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    K. B.
    Vice President Of Marketing And Lead Operations
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    B. M.
    Vice President Of Sales And Marketing
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    E. G.
    Vice President Of Operations
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Equis Financial Employee Metrics

100%
50%
0%
2025
2024
  • Sales
  • Finance
  • Consultant
  • Healthcare Services
  • Business
  • Other
  • Marketing

Contact profiles from Equis Financial

Name
Title
Contact Info
Location
Last Update
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    M. Y.
    Agency Director
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    United StatesFlorida
    Oct 18, 2025
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    A. L.
    Director Of Provider Relations
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    United StatesNorth Carolina
    Nov 03, 2025
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    H. L.
    Director Of Administrative Services And Agent Relations
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    United StatesVirginia
    Nov 05, 2025
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    A. A.
    Assistant Director Of Communications
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    Apr 26, 2025
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    D. W.
    Director Of Project Development
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    Oct 17, 2024
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    H. N.
    National Marketing Director
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    United StatesMichigan
    Oct 22, 2024
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    K. J.
    Executive Director
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    United StatesColorado
    Oct 22, 2024
  • Stylized image of a person
    W. I.
    Agency Director
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    Oct 23, 2024
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    D. L. M.
    National Manager
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    United StatesMaryland
    Oct 22, 2025
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    C. P.
    Agent/Sales Manager
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    United StatesMaryland
    Sep 17, 2025

Frequently Asked Questions

What is Equis Financial known for?

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Equis Financial was founded in 2015 operates in the Insurance industry. The company's main headquarters is located in 83 S Tunnel Rd. Suite A-9 Asheville, NC 28805 US; you can contact the main corporate office by phone at . Explore Equis Financial's company overview page for more information.

What is Equis Financial's most common email format?

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

How many employees does Equis Financial have currently?

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Equis Financial has approximately 1.3K employees as of October 2025. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Equis Financial's key employees and leadership?

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As of October 2025, Equis Financial's key employees include:

  • Chief Executive Officer: S. S.
  • Chief Technology Officer: G. D.
  • Chief Wealth Strategist: C. M.
  • Vice President - Retirement Solutions: B. M.
  • Vice President Of Agency Development: R. J.

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