Let us be

your Life Coach

At Equitas Life Brokerage we strategically develop Life Business for Non-Conventional Markets including P&C Brokers, Accounting Firms, Business Consultants, Investment Advisors, etc. 

 

We do this by combining our insurance knowledge and access to leading carriers with a marketing and technology acumen not found in the insurance industry.

 

Equitas is able to offer Marketing and Technology to our Brokers as well as great access to top Life Insurance Carriers and Markets, on-site best in class Case Management and in-house Underwriting.

 

For more on our website development and marketing- go to www.equitaswebequity.com

 

 

We help Brokers develop their online presence as well as increased broker tools and applications to “Make Life Happen” for P&C Brokers and others whose core competence is not Life.

This enables them to broaden their core offering, Equitas is able to not only add a new revenue stream for our brokers but also increase client retention.

 

We are your in-house Life Broker if you want to focus on your core business only, and a great strategic partner for underwriting and processing if you are an experienced Life Broker. 

Who Are We

Born out of one of the nation’s leading P&C Wholesalers, Equitas Life Brokerage was started by Michael Gottdank, formerly a Regional Vice President of Agency Development and Marketing with Morstan General a Hull & Hull Company.


Because of the years of experience, we have in working with non-conventional Life Markets, specifically P&C Brokers we understand the challenges that these Brokers face and we are here to help!

 

First and foremost, we are independent like you! We are here to offer you not only the tools and assistance you need to "Make Life Happen" - but also a stable of over 25 Life carriers so you can always offer your clients the best value and choices to suit their needs. 

 

 

The Tools To Make It Happen!

At Equitas Life Brokerage we believe in providing you with the Tools and Service that enable you to develop a thriving Life Insurance business within your Agency. The wealth of Tools and Services we provide allows you to pivot from case to case and client to client, choosing how involved you wish to be on any Life or Health case.

 

Our scalable platform can enable you to have complete involvement from quoting to downloading your own applications and filling them out for submission. Or as many of our Brokers do, you can utilize our Fast App TM platform which allows you to hand the case off to us seamlessly for us to follow up on quotes filling out applications, retrieving all requirements, and policy delivery.     

 

 

Our Underwriters and Case Managers are with you every step of the way, regardless of the avenue you choose. 

The Equitas Brokerage Group Team

 
Lisa Bali

Lead Case Manager

Michael Gottdank

Brokerage Director and

webEquity Creative Director

Jeff Caseres

Web Design (webEquity Team)

Jennifer LaDell

Internal Underwriter

Agnes Grenci

Broker Support and

QA (webEquity Team)

 

Monica Laurie, JD

Operations and Commissions

Why we are like no other Life GA

Field Support
Case Management
E- Platform
Fast-APPTM Platform
  • Facebook Social Icon
  • Twitter Social Icon

EQUITAS BROKERAGE GROUP

614 CRANBURY RD. PO BOX 69

EAST BRUNSWICK NJ, 08816 
Phone: (732)-898-3288 
Florida: (954)-778-1004 
Fax: (732)-898-3266 
info@equitasbrokeragegroup.com

See what our Brokers say about us

Private Client Financial Advisory - WWW.EQUITASADVISORS.COM

© 2009 - 2019 | All Rights Reserved | Powered by Equitas webEquity 

For Broker Use Only.

Some material contained herein may not be used with the public

Medicare Related materials are not CMS approved and are not for use

with private individuals.

Insurance policies and/or associated riders and features may not be available in all states.