NEWS & EVENTS

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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

Matthew Rutledge: An Army of One

June 19, 2017

The journey that led Matthew Rutledge to the promotion of Regional Manager is one of honor, service and commitment to the well-being of people and their families.  An active member of the United States Army for over 7 years, Matthew is no stranger to sacrifice and responsibility.  Now a member of the U.S. Army Reserve, Matthew balances devotion to his

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

Advanced Market Tip of the Week

October 03, 2016

 If you were going to borrow money from Bank XYZ, would you feel comfortable if you didn’t know the rate of interest that would be charged? And when you asked the banker, his reply was… “How about you go ahead and borrow this money and we will tell you later how much interest we need to charge you”… Sounds crazy,