Step 1 Register With Equis
Get registered now! Enter your info to create your back-office account with Equis Financial.
Step 2 Get Licensed
Enroll and start your prelicensing training. If you already have your license, skip to the next step.
Step 3 Complete AML Training
Carriers require AML (Anti-Money-Laundering) certification to approve your appointment.
Step 4 Your E&O Insurance
Insurance carriers require agents to be protected with professional liability coverage.
Step 5 Insurance Carrier Contracting
Complete & submit documents to get appointed with your primary insurance companies.
Step 6 New Agent Training
All the information and resources you need to get going quickly.
