Maverick Financial Services

Maverick Financial Services Equis Financial is the premier insurance marketing organization for independent insurance agents and agency builders.

Say "life insurance" and this is how excited people get. I get it - it's not sexy.However, the day you need it, it sudde...
09/02/2024

Say "life insurance" and this is how excited people get. I get it - it's not sexy.

However, the day you need it, it suddenly becomes THE most important document you own. And I'll bet over 95% of people I come across don't even know the name of their agent let alone have heard from him or her for a review anytime in the last hundred years!

SO...to honor Life Insurance Awareness month, I'm determined to do 30 life insurance reviews (one for each day), no cost or obligation and yes, absolutely no sales pitch.

In 10 minutes or less, we can make sure what you have is what you actually have, make updates and avoid surprises!

If you're one of my 30, DM me or text me. Might be the most important 10 minutes you spend on anything this week!

Let me fill in for your absent agent.

11/28/2020

Equis Financial was built on six core values: Respect, Ownership, Relationships, Toughness, Attitude, and Humility.

The relationships created throughout Equis Nation will last a lifetime.

This is what we’re all about!
02/01/2020

This is what we’re all about!

Equis Quick Tips: Habits of Highly Effective Insurance Agents

1. HUNGRY - Life rewards those who take risks and venture forth in hustle mode. Highly effective insurance agents have a sense of urgency about them. They know how to embrace hustle mode when it is necessary. Being a “Hungry” insurance agent means never looking back at work not done with regret for unachieved goals.

2. AVAILABLE- Highly effective insurance agents make themselves available, not when it is most convenient for themselves, but rather those they would meet with. Being available takes many different shapes. It could mean hiring a call center for after hours or allowing for text message communication. Being available could mean chatting with prospects and clients via Facebook Messenger or Twitter.

3. WILLING TO FAIL - Many of us avoid the prospect of failure. In fact, we’re so focused on not failing, that we don’t aim for success, settling instead for a life of mediocrity.
Highly effective insurance agents believe failure is another step on the road to success. Instead of shying away from failure, they embrace their misses, learn, adapt and try again.

4. PERSISTENCE - Building a successful insurance career isn’t always easy. Sometimes–like when you lose a big sale it can be downright depressing. But, even in the worst of times, success is often right around the corner. Rather than give up, highly effective insurance agents concentrate on all the reasons they can succeed. And they find a way to win.

12/03/2019

Address

4411 Old Bullard Road #703
Tyler, TX
75703

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