Pete Beckman: Winning Together

February 02, 2018

Pete Beckman’s ascent to Regional Manager should come as no surprise to those who know him well.  A veteran of the insurance and financial service industries for over 10 years, Pete has cut his teeth on agency and relationship building with a honed focus on recruiting and shepherding future leaders.  After spending time at previous IMOs, Pete was swayed to

Scott & Kimberly Rumbo: Commit to the Process

January 26, 2018

Success can be elusive, enigmatic even, an endpoint built off of hope, comprised of gratification and self-realization.  We work and strive for that goal, that endpoint, but sometimes find that once we reach that point, the fulfillment we were expecting never arrived.  In times like these, we should be reminded that success is, oftentimes, more about the journey than it

Dick & Connie Sylvester: Living a Life of Significance

September 18, 2017

A happily married couple of 47 years, Dick and Connie Sylvester joined Equis Financial in May of 2017.  Just 2 short months later, they were promoted to Regional Managers.  How were they able to make such an immediate impact within a new organization?  “I think what Connie and I realized is that together, we become a complete package.”  Living testaments

Jim Glascott: Always Be Building

June 12, 2017

For Jim Glascott, the promotion to Regional Manager is the direct result of 15 years’ experience within the industry and a commitment to building not only his agency, but long-lasting relationships, as well.  Jim joined Equis Financial in January of 2016, immediately after Barry Clarkson announced he would be taking on the role of President and CEO.  After some bad

Advanced Market Tip of the Week

October 18, 2016

Index Annuities Have Many Benefits We all know that Fixed Index Annuities provide growth without risk to principal due to market volatility, but just for a moment, let’s focus on the other benefits. For non-IRA/401k accounts (Qualified Accounts), Index Annuities provide tax-deferral and the ability to avoid probate, which is a huge advantage for those who want to grow assets