Transforming Insurance for Middle-Income America with Equis CEO Barry Clarkson

In this episode, host Peter Colis, CEO of Ethos, welcomes Barry Clarkson, CEO of Equis Financial and managing partner of Integrity Marketing Group. Barry shares his journey in the insurance industry and how his passion for serving middle-income families has shaped his approach to life insurance, college education, and retirement plans. 

With over 40 years of experience in the industry, Barry has built a successful business focusing on the needs of middle-income families in their most vulnerable moments. He discusses his experiences with Equis Financial, the challenges faced in this market, and the strategies employed to provide comprehensive coverage and services. The recent acquisition of Equis by Integrity Marketing Group opens up new avenues of collaboration and resources, with Barry highlighting the partnership's potential to drive industry growth and innovation. The episode also features insights from Bill Martin, partner of Equis Financial, and Rob Jones, partner of Integrity Marketing Group, discussing their leadership and the virtual business environment during COVID-19.

The What’s Your Ethos podcast is brought to you by Ethos Insurance and is hosted by Ethos’ CEO Peter Colis. In each episode, Peter sits down with some of the life insurance industry’s biggest movers and shakers. You’ll hear them talk through their biggest breakthroughs, business insights, and leadership challenges — and get to know them on a more personal level. 

Founded in 2016, Ethos is a technology company providing access to instant, accessible life insurance online. Ethos’ mission is to help millions protect their families with access to simple, affordable life insurance. The company has redesigned the application process from start to finish to ensure the customer always comes first. Ethos offers flexible coverage options, access to valuable online tools, and a team of licensed agents ready to help you through it all. Ethos always puts the customer first. 

Discussion points:

• Barry Clarkson's accidental entry into the insurance industry in 1980
• National Agents Alliance's success with mortgage lead business in the 90s
• Equus Financial's focus on serving middle-income families' insurance needs
• Challenges and strategies in providing comprehensive coverage for middle-income families
• Equus Financial's acquisition by Integrity Marketing Group, driving growth and innovation
• Adapting to the virtual business environment during the COVID-19 pandemic
• Equus' unique approach to training and agent empowerment
• The technology developed to help agents stay in business and track progress
• The importance of accurate communication and maintaining a strong culture
• The passion for helping families in vulnerable times through life insurance
• Understanding the nuances of serving the middle-income market
• Equus' growth during COVID-19 and adapting to agent and consumer needs
• Lightning round personal questions

Resources:

Barry Clarkson Bio

Barry Clarkson LinkedIn

Equis Financial

Peter Colis LinkedIn

Ethos Life Insurance