EQUIS FINANCIAL

Owners

Goods & Services

education services, namely, providing classes, seminars, workshops, mentoring, and coaching in the field of insurance; providing professional business development coaching services to insurance agents and producers in the field of insurance; business education and training services, namely, conducting classes, seminars, conferences and workshops in the field of insurance; training services in the fields of sales, business operations, and marketing to clients through direct mail lead and warm market marketing programs; training services for independent insurance producers and agents engaged in direct sales of insurance products in the field of how to structure and operate a successful insurance agency

delivery of insurance carrier contract documents to insurance carriers

independent marketing organization services and insurance marketing organization services, namely, providing business marketing and business technology support services necessary for the independent insurance agent and producer to operate their insurance business; independent marketing organization services and insurance marketing organization services, namely, business and business management consulting, marketing and sales management services for independent insurance agents and producers; providing contracting services in the nature of facilitating contracts between independent insurance agents and producers and insurance carriers, namely,administrative processing and filing of insurance carrier contracting paperwork, filing insurance carrier contract documents on behalf of insurance carriers, providing business information to insurance carriers in regard to insurance carrier contracts; providing new business application services to independent insurance agents and producers, namely, providing office functions in the nature of administrative processing of insurance applications and forwarding them to insurance carriers; providing sales leads and referrals for independent insurance agents and producers in the field of insurance; insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes to insurance brokers, agents and agencies interested in these requests; promotion of insurance services on behalf of third parties; arranging and conducting business conferences

insurance consultation; insurance consulting in the fields of life insurance, mortgage protection insurance, final expense insurance, disability insurance coverage, critical illness insurance