Trustworthy Financial
We are waging war on mediocrity by helping people take control of their lives, one family at a time.

Who We Are
Trustworthy Financial is a life insurance group powered by Equis Financial. A leading organization for independent agents and agency managers, we pride ourselves on helping our committed agents to build careers, and lifestyles, that are both successful and enriching. Through our partnership with the premier insurance marketing organization, along with the industry’s finest insurers, we provide agents with all the tools and portfolio needed to become their own CEO and find financial freedom.
Services
Our agents offer a wide range of financial services to Middle-Income Americans through life insurance. These include Mortgage Protection, Final Expense Plans, Advanced Markets Services, and the insurance industry’s best kept secret: Living Benefits. With a powerful portfolio of highly-rated carriers and products, our agents will help clients find a plan that suits their needs and budget, providing them with the protection and stability their families deserve.
Meet The Leadership Team
Mike Hall
Regional Marketing Director
Fishers, IN
Daniel McRae
National Manager
Clarksville, MD
Jamie Trent
National Manager
Lexington, SC
Maxwell Akinsehinwa
Regional Manager
Windsor Mill, MD
Carlos Bastardo
Regional Manager
Plymouth, IN
Patrick DiLorenzo
Regional Manager
Lexington, SC
Brett Grossman
Regional Manager
Phoenixville, PA
Angela N. & Steve H.
Regional Managers
Roseville, CA
Claudia Mathieu
Regional Manager
Boca Raton, FL
Matthew Dixon
District Manager
Spring Grove, PA
Stanley Smith
District Manager
Greenville, SC

Services
Our agents offer a wide range of financial services to Middle-Income Americans through life insurance. These include Mortgage Protection, Final Expense Plans, Advanced Markets Services, and the insurance industry’s best kept secret: Living Benefits. With a powerful portfolio of highly-rated carriers and products, our agents will help clients find a plan that suits their needs and budget, providing them with the protection and stability their families deserve.
Dare to dream.
Join the fight.