Step 1
Register With Equis

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

Step 2
Get Licensed

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

Step 3
Complete AML Training

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

Step 4
Your E&O Insurance

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

Step 5
Insurance Carrier Contracting

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Complete & submit documents to get appointed with your primary insurance companies.

Step 6
New Agent Training

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All the information and resources you need to get going quickly.

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