Equis Financial's Podcast Network

Equis Financial
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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.

  1. 3d ago

    What Agents Need To Know About NLG | Retirement Solutions Roundtable

    What do National Life Group’s latest annuity updates mean for your business? From new index options and locked-in rates to enhanced living benefits, this episode unpacks the key changes and explores why the company is investing heavily in the annuity space.

    What Agents Need To Know About NLG | Retirement Solutions Roundtable

  2. Nov 4

    Five Lessons We Can Learn From The Milwaukee Brewers | Retirement Solutions Roundtable

    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 through adversity to surrounding yourself with the right team, these lessons apply far beyond the baseball field.

    Five Lessons We Can Learn From The Milwaukee Brewers | Retirement Solutions Roundtable

  3. Oct 30

    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.

  4. Oct 28

    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 approach on permanent policies, while exploring product differentiation, underwriting opportunities, and valuable resources available to agents.

  5. Oct 21

    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, simplified suitability, and the advantages of working with a financially strong fraternal organization. Tune in to hear why GCU has become such a valuable option in the retirement planning space.

  6. Oct 16

    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' Playbook, learn how she improved her lead management, embraced virtual sales, and built a business that fits her family's lifestyle.

  7. Oct 14

    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 agents can build confidence, create more meaningful client conversations, and grow their annuity business.

  8. Oct 7

    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 to grow your practice and serve clients more effectively.

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Ratings & Reviews

5
out of 5
20 Ratings

About

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.

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