Pete Lee

Pete Lee is Equis Financial’s go-to authority on the state and development of Retirement Solutions at The Agent’s Company. As the Senior Vice President of Retirement Solutions, Pete utilizes a wealth of industry knowledge stemming from decades of experience managing, developing, and integrating salesforce teams specializing in annuities, IULs, tax-free retirement, and the many other facets of American Advanced Markets. Pete also serves as an authority on compliance and development within those markets. Through his partnership with Vice President of Retirement Solutions, Bill Martin, Pete Lee has designed Equis Advanced to provide our agents with the training needed to provide their clients with safe savings and protection solutions.