Integrity Marketing Group Continues Industry-Leading Growth
with the Addition of Equis Financial
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Partnership with North Carolina-based IMO
Increases Integrity’s Presence in Life Insurance and
Final Expense Market
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DALLAS – May
19, 2020 – Integrity Marketing
Group, LLC (“Integrity”), the nation’s largest independent distributor of
life and health insurance products, today announced it has acquired Equis
Financial, Inc. (“Equis”), headquartered in Asheville, North Carolina. As
part of the transaction, Equis partners Barry Clarkson, Rob Jones and
Bill Martin, as well as all Equis employees, will become owners in
Integrity. Financial terms of the transaction were not disclosed.
“As a platform,
Integrity continues to focus on organic sales growth, growing by almost
30 percent organically last month alone, while we continue to add
world-class partners during these challenging times,” said Bryan W.
Adams, Co-Founder and CEO of Integrity. “Entrepreneurs realize that
joining our partnership supplies the resources they need to drive growth,
brings an open collaboration amongst industry icons and provides a way to
diversify their business despite current challenges in society. Adding
Barry, Rob, Bill and all of the exceptional leaders at Equis Financial
will accelerate our combined growth as we provide even more Americans
with the important life and health insurance coverage they need.”
Equis and Integrity
share many core values, which have prepared both companies for success.
In 2020, Equis expects to produce over $100 million of annualized premium
through final expense, mortgage protection, living benefits and financial
planning products.
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“Joining Integrity was
the easiest decision I’ve made in 40 years in this industry,” said Barry
Clarkson, President and CEO of Equis. “We took Equis as far as we were
capable of taking it. We are now part of a revolution taking place under
the Integrity banner, giving us access to resources, products and
marketing capabilities that we never could have obtained on our own. We
are joining the icons of the industry.”
Clarkson continued, “Now
being able to collaborate with the elite leaders of our industry, the top
tier performers and executors who have also become Integrity partners, is
priceless. I would hate to be on the outside looking in on this
opportunity. By joining Integrity, we can do anything. The power of
working together is endless.”
“When we met the
Integrity team, we knew we had found a company whose core values and
drive align perfectly with ours,” said Rob Jones, Executive Vice
President of Agency Development at Equis. “Through this partnership, we
are still Equis, but with more opportunity. We get to operate the same
way we always have and be even more committed to our agents in the
field.”
Integrity’s partnership
program will open doors to Equis’ team on a diverse range of products
using industry-leading sales tools and technology. Equis will also gain
increased resourcing in compliance, human resources, social media and
marketing. In addition, all Equis employees are eligible for meaningful
company ownership through Integrity's
Employee Ownership Plan.
“The Integrity platform
moves our business plan forward by at least ten years from where we could
take it on our own,” said Bill Martin, Executive Vice President of Sales
Development at Equis. “We realized immediately that we would be foolish for
not taking advantage of the chance to partner with Integrity. I have seen
the growth other companies experience when they join Integrity and we
will see the same thing happen with Equis. Get ready for an explosion
with Equis Financial!”
“As a member of the
Integrity family, Equis joins an organization that is committed to
industry transformation with the right partners by our side,” said Steve
Young, Chairman of Integrity. “They will experience the ‘Integrity
effect,’ which allows entrepreneurs to see their possibilities in our
industry truly expand. We are honored to add Equis to our team and
excited to grow our presence in the final expense and living benefits
market.”
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About
Integrity Marketing Group
Integrity Marketing
Group, headquartered in Dallas, Texas, is the leading independent
distributor of life and health insurance products focused on serving
Americans. Integrity develops exclusive products with insurance carrier
partners and markets these products through its distribution network that
includes other large insurance agencies throughout the country.
Integrity’s almost 1,000 employees work with over 270,000 independent
agents who service over 5 million clients annually. In 2020, Integrity
expects to help insurance carriers place $2.5 billion in new premiums.
For more information, visit www.integritymarketing.com.
About Equis
Financial
Equis Financial is a
leading marketing insurance organization for independent insurance agents
and agency builders. Equis offers a wide array of insurance products,
including final expense, mortgage protection, college funding and
retirement planning. With 80 years of combined executive experience,
Equis bring relationships with some of the industry’s top insurance
carriers to serve Americans nationwide. Founded in 2015, Equis Financial
is headquartered in Asheville, North Carolina. In 2020, Equis expects to
produce more than $100 million of annualized premium through final
expense, mortgage protection, living benefits and financial planning
products. For more information, visit www.equisfinancial.com.
Media
Contact:
Jamie Stum, Public Relations Specialist
ThomasARTS
714-702-0486
Partnership
Inquiries:
Eric Pederson, Vice
President of Business Development
Integrity Marketing
Group
866-650-1857
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