Boutique, Niche, and Tailormade for you!
At Equitas Brokerage Group, we strategically develop Life Business for Non-Conventional Markets, including P&C Brokers, CPAs/Accounting Firms, Financial Advisors/Wealth Managers.
We are a Boutique Life Brokerage, that offers our partners a White Glove, Concierge Service not normally found in this industry. We are a disrupter in the market filling a niche that is primarily not serviced to this extent.
We do this by combining our insurance knowledge and access to leading carriers with an "end to end" service platform not found in the insurance industry.
For The P&C Agency or CPA, we are your In-House Life Dept. enabling you to focus on your core business.
For an experienced Investment Advisor or Wealth Manager, we are a great strategic partner for case design, underwriting, processing, and customer service. Our team does everything from application, to requirements, to delivery. We also bring our underwriting staff to bear, ensuring that your case passes through carrier underwriting as smoothly as possible.
We even send your clients birthday cards on your behalf to keep you in favor, and foremost on their mind when thinking of a Financial Professional.
A grandfather's lesson is our ethos
I learned a valuable lesson from my grandfather. He came to this country with his wife, two children, and $20 in his pocket. Eventually, he went on to realize his piece of the American Dream by owning his own business.
He wasn't a captain of industry or master of the universe, as a matter of fact, he only completed the 5th grade when his father sent him out to help support the family. However, he taught me the most valuable lesson I have ever learned in business!
My grandfather would say to me as I worked in his store on the weekends, "Remember, first, you make your customers... then and only then can you start to think about money! Give your customers the right service and they will stay with you forever!"
My grandfather lived by these words, and they enabled him to raise a family in dignity and manage his business for over 35 years!
Maybe you have been waiting for the right partner! Maybe you have been waiting for someone who understands that your clients are priority #1, whether it is $15 or $15,000 a month in premium!
Maybe you need someone ...
On Your Team, Not Your Payroll
Michael D. Gottdank, Brokerage Director
At Equitas Brokerage we know that in order to increase your Life business, we need to increase your value to clients leading to an overall increase in business. We know that providing Life Insurance products needs to be a source of added value for you and your business!
We have been working with P&C Brokers, CPAs, Financial Advisors, and Wealth Managers for nearly a decade, providing the level of service we know creates a stronger connection between you and your client base.
Because we specialize in Estate and Advanced Planning products, we are able to help your business reach another level with your clients. Whether this means streamlining your backend as a Wealth Manager so you can focus on what you do best, creating wealth for your clients or helping CPAs offer innovative Estate Planning and Corporate Compensation Solutions.
For P&C Brokers we are clearly a vehicle helping agencies increase retention by adding an invaluable service to their portfolio. We are able to do this by utilizing a staff well versed in product knowledge, underwriting, and case management; all at the highest levels of service.
We are here to back you up! Moreover, the service we can assist you in providing to your clients is an invaluable one they will thank you for.
Take the Leap and increase retention while developing a new revenue stream.
What our partners say about us
Toms River, New Jersey
"Equitas, is like my built-in life insurance division, they helped us expand our product portfolio without increasing our costs or liability. Most importantly, Equitas adds value to our agency and treats our clients like gold! There is only upside for us, it's just another opportunity to service our clients and have them feel like they got the full attention they deserve!"