Resource Page
NEW AGENTS GET STARTED
Step 1
Register with Equis
Get registered now! Enter your info to create your back-office account with Equis Financial.
Register Now
Step 2
Get Licensed
Enroll and start your prelicensing training. If you already have your license, skip to the next step.
Start Licensing
Step 3
Complete AML Training
Carriers require AML (Anti-Money-Laundering) certification to approve your appointment.
Complete Training
Step 4
Your E&O Insurance
Insurance carriers require agents to be protected with professional liability coverage.
Get Covered Here
Step 5
Carrier Contracting
Complete & submit documents to getappointed with your primary insurance companies.
Start Contracting
Always confirm with your upline manager before completing your next steps.
Step 6
Lead Systems
Get your accounts set up to access Equis' in-house lead system and approved vendors.
Complete Training
JOIN US TODAY
Ready to chase your dream and achieve the goals that matter to you?
Join The Cornerstone Group:
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