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

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

New Agents: Get Started

Step 1
Register with Equis

Get registered now!  Enter your info to create your back-office account with Equis Financial.

Register Now
Step 2
Get Licensed

Enroll and start your prelicensing training. If you already have your license, skip to the next step.

Start Licensing
Step 3
While You Wait For Your License
Plan For Launch
You Need Your License To Complete These Steps:
Step 4
Complete AML Training

Carriers require AML (Anti-Money-Laundering) certification to approve your appointment.

Complete Training
Step 5
Your E&O Insurance

Insurance carriers require agents to be protected with professional liability coverage.

Get Covered Here
Step 6
Carrier Contracting

Submit documents for appointment with insurance companies.

Start Contracting
Step 7
Standing Lead Order

Set up your lead platform access and create your Standing Lead Order

Set UpLead Access
Good To Go!
Licensed Agent Portal

All-access Training For Licensed Virtual or Face-to-Face Good Life Agents.

Enter Here

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