The Equis Retirement Solutions division supports the agents of Equis Financial to provide their clients with safe savings and protection solutions for their families and businesses. With over 65 years of combined experience, the Equis Retirement Solutions leadership team is uniquely qualified to train and mentor our agents on how to gain an understanding of each clients’ situation, objectives, goals, and concerns and then find solutions that are right for them.

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In today’s volatile financial and geopolitical environment, we believe that the foundation of any financial plan needs to focus on security and guarantees. A solid base of assets invested safely provides our clients with peace of mind and allows them to stay invested in assets that have a higher risk in times of extreme volatility, as we saw in March of 2020.

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By utilizing the power of Fixed Indexed Annuities and Indexed Universal Life products with living benefits, our clients have the ability to share in the gains of the stock market during years of growth, without having to share in the losses of the stock market in the years of decline. We have strong relationships with our life and annuity carriers, and our agents have access to the industry’s most state-of-the-art protection and accumulation solutions.

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While Equis Retirement Solutions helps to equip our agents with the most revolutionary client solutions, we also provide our agents with the opportunity to enhance their careers and develop a true business opportunity. Mixing the fundamentals of life insurance protection with advanced planning concepts for retirement, college education funding, estate planning, and small business programs (to name a few), Equis Retirement Solutions agents can develop a solid client base that can be served in a multitude of ways many years into the future.