PROTECT WHAT
MATTERS MOST

LIVING
BENEFITS

MORTGAGE
PROTECTION

FINAL
EXPENSE

RETIREMENT
PLANNING

GET A FREE QUOTE TODAY!

ABOUT
EQUIS FINANCIAL

Through leadership possessing 75 years of combined industry experience, Equis Financial is uniquely qualified to provide products and services designed to dramatically improve the financial health of middle-income America.

Partnerships with the industry’s best carriers and the support of a dedicated home office staff allow Equis Financial to provide our agents with a portfolio of products including our industry’s best kept secret: Living Benefits, the NEW kind of life insurance that can be utilized while you’re still living.

SERVICES INCLUDE

LIVING BENEFITS
Critical illness insurance is medical insurance that provides a lump-sum benefit upon diagnosis of a covered critical illness or condition.

MORTGAGE PROTECTION
Mortgage protection is a simplified, quick issue insurance that is used to protect our client's greatest asset.

RETIREMENT PLANNING
An annuity can be used to save for retirement, preserve funds already saved for retirement and to provide a steady stream of income during retirement.

FINAL EXPENSE
Final expense plans are designed to remove, or offset, the financial stress that is associated with death.

COLLEGE FUNDING
One of the biggest concerns related to new generations of people is the rapidly rising cost of a college education.

HEALTH INSURANCE
Health insurance in Sarasota provides financial protection for health care costs. We work hard to secure the best benefits possible for your family.

SERVICES INCLUDE

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  • LIVING BENEFITS

    • Critical illness insurance is medical insurance that provides a lump-sum benefit upon diagnosis of a covered critical illness or condition.....more

  • MORTGAGE PROTECTION

    • Mortgage protection is a simplified, quick issue insurance that is used to protect our client's greatest asset.....more

  • RETIREMENT PLANNING

    • An annuity can be used to save for retirement, preserve funds already saved for retirement and to provide a steady stream of income during retirement.....more

  • FINAL EXPENSE

    • Final expense plans are designed to remove, or offset, the financial stress that is associated with death.....more

  • COLLEGE FUNDING

    • One of the biggest concerns related to new generations of people is the rapidly rising cost of a college education....more

    OVER 15 PROVIDERS

    Providing a plethora of protection services. You’re bound to find a product that’ll suit your needs!

    GET A FREE QUOTE TODAY!

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    EQUIS FINANCIAL

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