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Artwork for Equis Financial's Podcast Network

Equis Financial's Podcast Network

Equis Financial
Equis Financial
Annuities
Retirement Solutions
Mortgage Protection
Life Insurance
Living Benefits
Indexed Universal Life
Insurance Industry
Debt To Capital
Insurance
National Life Group
Index Universal Life
Medicare
Lead Generation
Indianapolis
Columbus Life
Referrals
Financial Services
Indexed Universal Life (IUL)
F&G Life

Tune in with Equis Financial for training, announcements, and more!

PublishesTwice weeklyEpisodes214Founded5 years ago
Number of ListenersCategories
EntrepreneurshipBusinessCareers

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Artwork for Equis Financial's Podcast Network

Latest Episodes

In this episode of Retirement Solutions Roundtable, Bill and Pete sit down with Jim Grauel from GCU to discuss why this unique fraternal carrier deserves a closer look from retirement professionals.

Jim breaks down GCU's competitive annuity lineup,... more

"You can do it regardless of your situation."

Gaby's story is proof that big goals are possible with the right mindset, consistent action, and a commitment to growth. Now on pace for a $500K year, she's sharing the strategies and habits that helped... more

In this episode, Pete and 2.0 break down what makes someone a strong annuity prospect, the key questions every agent should be asking, and how to uncover more opportunities within their existing client base. Through real-world sales stories, practica... more

In this episode, Bill Martin 2.0 and Pete Lee explore the extensive resources and tools offered by National Life to help financial professionals develop and strengthen their client relationships, especially with CPAs and small business owners. They d... more

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Recent Guests

Jim Grauel
GCU representative discussing annuity products and fraternal member benefits
GCU
Episode: A Hidden Gem in the Annuity Market | Retirement Solutions Roundtable
Gabriella Albury
Entrepreneur and mortgage protection insurance professional sharing her sales journey within the Equis Financial network; co-owner of several small businesses including vacation rentals and payment processing.
Equis Financial / Independent Business Owner
Episode: Mom of 3 On Track to $500k+ | Producers' Playbook
Brian Pritchard
Senior Director on the Advanced Sales Team
National Life Group
Episode: How Financial Professionals Can Win More CPA & Business Owner Relationships | RSR
Elizabeth Simpson
Mortgage protection insurance producer at Equis Financial
Equis Financial
Episode: The Decisions That Fueled $72,000+ Paid APV in 90 Days | Elizabeth Simpson | Producers' Playbook
Bob Mueller
Vice President of Training, American Senior Benefits
American Senior Benefits
Episode: AEP Readiness & Annuity Opportunities | Retirement Solutions Roundtable
Adam Parsells
Representative from Allianz, product expert
Allianz
Episode: Retirement Solutions Roundtable | Adam Parsells | Allianz
Tracie Hulbert
Debt to Capital specialist on Lori Martin's team
Equis Financial
Episode: Retirement Solutions Roundtable | How Tracie Hulbert Is Creating Lasting Change Through Financial Education
Deanna Cooper
Top-producer and speaker on sales strategies at the conference
Equis Financial
Episode: Producers' Playbook | Deanna Cooper, Nicole Hansen, Ashlee Hansen
Nicole Hansen
Bulldog in the business, high-producing leader
Equis Financial
Episode: Producers' Playbook | Deanna Cooper, Nicole Hansen, Ashlee Hansen

Hosts

Bill Martin
Co-host/host roles across retirement solutions and producer training shows.
Pete Lee
Co-host and training presenter on retirement solutions and agency training.

Reviews

5.0 out of 5 stars from 24 ratings
  • New Agent

    Really enjoy these and educational and Motivational!

    Apple Podcasts
    5
    Psizzle7
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guest line-up showcases practical, battle-tested strategies and mentorship focus.
Ideal for sponsors targeting growth-minded insurance professionals.
Educational and motivational content that provides actionable tactics for agents.

Top Entrepreneurship Podcasts

Talking Points

Recent interactions between the hosts and their guests.

A Hidden Gem in the Annuity Market | Retirement Solutions Roundtable
Q: About the Wellness Rider, are there any age or health stipulations for your client to qualify for that Rider?
There are no age or health underwriting requirements; the client must have funds in the account and be unable to perform two of six activities of daily living, as determined by a physician.
A Hidden Gem in the Annuity Market | Retirement Solutions Roundtable
Q: How's the suitability?
Grauel says members can decline to provide some information, though GCU requests more details when the annuity would be the client's only asset.
The Decisions That Fueled $72,000+ Paid APV in 90 Days | Elizabeth Simpson | Producers' Playbook
Q: What decisions did you make to create this momentum and momentum flow in the last year?
She explains that the turning point came from listening to leaders, avoiding distractions, and choosing to focus on mortgage protection as her main product. She also highlights implementing a standing lead order, improving lead management, and maintaining a disciplined schedule to ensure a consistent pipeline.
The Decisions That Fueled $72,000+ Paid APV in 90 Days | Elizabeth Simpson | Producers' Playbook
Q: Reintroduce yourself. How long have you been with us and what background did you come from?
Elizabeth describes a transition from a varied background, including running a small boutique and working multiple jobs, into a full-time mortgage protection role with Equis after a difficult period; she emphasizes starting part-time in January 2023 and committing fully in October 2023, which set the stage for her subsequent growth.
AEP Readiness & Annuity Opportunities | Retirement Solutions Roundtable
Q: Bob, tell everybody, I guess, who you are, where you're from. Let's jump into your topic.
Bob Mueller introduces his background, his Kansas City roots, leadership role in American Senior Benefits, and his philosophy on training, compliance, and hands-on selling of both Medicare and annuities.

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Frequently Asked Questions About Equis Financial's Podcast Network

What is Equis Financial's Podcast Network about and what kind of topics does it cover?

This show focuses on retirement planning, insurance sales growth, and multi-product strategies within a training-driven ecosystem. Episodes frequently center on referrals, debt-to-capital programs, annuities, mortgage protection, and lead programs designed to expand agents' businesses beyond traditional commissions. A recurring strength is actionable coaching—step-by-step scripts, discovery questions, and demonstration-style guidance—delivered through roundtables, case studies, and trainer-led episodes. Noteworthy angles include a strong emphasis on mentorship, a modern agent-centric model, and practical tools like Gradients' ComRA and multi-product collaboration, which set it apart as a resource for agents aiming to scale responsibly while... more

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How many listeners does Equis Financial's Podcast Network get?

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Which podcasts are similar to Equis Financial's Podcast Network?

These podcasts share a similar audience with Equis Financial's Podcast Network:

1. The Tony Robbins Channel
2. Life Insurance Academy Podcast
3. The Power Players Podcast
4. Millionaire University

How many episodes of Equis Financial's Podcast Network are there?

Equis Financial's Podcast Network launched 5 years ago and published 214 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Equis Financial's Podcast Network?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Equis Financial's Podcast Network?

Recent guests on Equis Financial's Podcast Network include:

1. Jim Grauel
2. Gabriella Albury
3. Brian Pritchard
4. Elizabeth Simpson
5. Bob Mueller
6. Adam Parsells
7. Tracie Hulbert
8. Deanna Cooper

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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