Group Health Census Form
Download our Group Health Census Form for quoting. Return via email to lbali@equitasbrokeragegroup.com
or Upload via the site.
Calculators
Great tool for outputting stunning, professional reports for your client.
If you are a Wealth Manager or CPA these are great tools for presenting solutions to client's needs.
Advanced Planning
The following web pages and tools are For Advisors Only! These tools are available to Financial professionals for planning purposes only. Equitas Brokerage Group does not provide accounting or tax related services and/or advice.
Life Quote Request
​"An Educated Consumer"...
This is a great way to take the smoke and mirrors out of the Life Insurance Process.
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Premium Finance Tools
The following carrier marketing pieces give an overview of their Premium Finance programs, parameters and possible guidelines.