Equis Financial's Podcast Network
By Equis Financial
Categories: Business, Careers, Entrepreneurship
Whether you're looking to grow your business, sharpen your skills, or stay informed on industry trends, the Equis Podcast Network has a conversation for you.🎙️ Producers' Playbook breaks down the strategies, systems, and habits that help agents build and grow successful businesses.🎙️ Retirement Solutions Roundtable brings together industry leaders and carrier partners to discuss retirement planning, annuities, market trends, and the solutions helping clients prepare for the future.Two podcasts. One mission. Delivering valuable insights, practical knowledge, and real-world experience to help financial professionals grow personally and professionally.
100 episodes indexed on PodSearch.
Recent episodes
- Five Lessons We Can Learn From The Milwaukee Brewers
Championships aren't won overnight, and neither are successful insurance careers.This week on Retirement Solutions Roundtable, Bill and Pete explore how the Milwaukee Brewers' World Series journey mirrors the path of top-performing insurance and retirement professionals. From staying persistent…
- The Perfect Insurance Appointment Setup | Producers' Playbook
In this solo Producer Playbook episode, Bill Martin explains how to set up an insurance appointment from the first phone call, regardless of lead source.
- What Agents Need to Know About Amertias | October 2026 | Retirement Solutions Roundtable
Join Pete Lee and Bill Martin 2.0 as they sit down with Ameritas representative Dylan Krings for an inside look at the carrier's life insurance, annuity, disability income, and digital solutions. In this episode, they break down Ameritas living benefits, including its unique and predictable lien…
- A Hidden Gem in the Annuity Market | Retirement Solutions Roundtable
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, uncapped growth potential, wellness benefits…
- Mom of 3 On Track to $500k+ | Producers' Playbook
"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 her get there. In this week's Producers'…
- The Simple Questions That Uncover More Annuity Sales | Retirement Solutions Roundtable
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, practical strategies, and proven approaches, they share…
- How Financial Professionals Can Win More CPA & Business Owner Relationships | RSR
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 discuss strategies for leveraging these resources…
- The Decisions That Fueled $72,000+ Paid APV in 90 Days | Elizabeth Simpson | Producers' Playbook
Elizabeth made a few key decisions that completely changed the trajectory of her business. Today, her growth continues to accelerate, with more than $72,000 paid in the last 90 days alone! Hear the lessons, habits, and breakthroughs that fueled her success and continue to drive her business…
- Impact of Current Interest Rates on Annuity Products | Retirement Solutions Roundtable
In this episode, Pete and Bill explore the current interest rate environment and its impact on annuity products, focusing on multi-year guarantee annuities (MIGAs) and fixed indexed annuities. They discuss how agents can leverage these products to enhance client portfolios amid changing market…
- AEP Readiness & Annuity Opportunities | Retirement Solutions Roundtable
This week on Retirement Solutions Roundtable, Bill Martin 2.0 sits down with Medicare Division Director Ivy Wilson and Bob Mueller, District Sales Manager and National Training Coordinator for American Senior Benefits, to discuss what agents need to know heading into the upcoming AEP season. From…
- Retirement Solutions Roundtable | Annuity Suitability
In this episode, Pete and Bill discuss the evolution of annuity suitability, common pitfalls, and best practices to ensure compliance and client satisfaction. They share insights on carrier rules, asset assessment, and how to avoid costly declines and chargebacks.
- Producers' Playbook | Bill Martin OG | Simplify, Connect, Close: A Better Approach to Insurance Sales
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- Retirement Solutions Roundtable | Adam Parsells | Allianz
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- Producers' Playbook - Christian Pounder
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- Retirement Solutions Roundtable | How Tracie Hulbert Is Creating Lasting Change Through Financial Education
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- Producers' Playbook | Deanna Cooper, Nicole Hansen, Ashlee Hansen
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- Allianz Annuity Product Lineup Now Available | Retirement Solutions Roundtable
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- Producers' Playbook | Guillermo Marino Pt 2 | How To Build a Successful Business Through Referrals
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- Retirement Solutions Roundtable | Del Smutherman
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- Producers' Playbook | Learn How To Ask The Right Questions
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- Producers' Playbook | Guillermo Marino
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- Retirement Solutions Roundtable - Strategies For Annuities
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- Producers' Playbook - Bill Martin OG - 7.24.2026
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- Retirement Solutions Roundtable - Stephen Butler
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- Producers' Playbook - Claudia Veloz de Alba
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