Equita Final Expense Services (EFES) is an Independent Marketing Organization specializing in the final expense marketplace. EFES is part of a larger insurance operation that has been offering life insurance, annuities and services since 1986. The home office is located in Richardson, TX and serves markets throughout the US.  

EFES offers our agents a broad spectrum of products that are designed to meet the diverse needs of its client base. However, the primary focus of our operations is the Final Expense arena. We contract with a variety of superior insurance carriers in order to provide a wide range of products and service options. We are therefore able to tailor plans to individual customers with affordable rates and specific benefit provisions. We offer an in-house service organization that assists the agent with customer service and application-processing. Agents also have access to thousands of hours of online audio and video training providing “end-to-end” strategies to facilitate the agent’s journey through the final expense experience.  

EFES is an agent-focused organization. Our agents are entrepreneurial by nature and desire the freedom that comes from building their own business.  To assist them in this process, we provide effective sales tools that aid in their success. For that reason, we have a comprehensive, direct-marketing lead generation system. These leads are warm, fresh and responsive which allows our agents to close 25%-30% of their prospects. They are geo-targeted and demographically-screened prior to being distributed. They are also affordable by virtue of our program allowing the most productive agents to receive the lowest charges for their leads. In addition to the previous mentioned, we offer high quality tele-marketed leads at a discounted rate. 

Are you interested in becoming an EFES partner? If so, please visit our website at www.efesonline.com or call 866.824.6733 to learn more about joining our team of successful agents.

Insurance

Equita Final Expense Services (EFES)

Equita Final Expense Services (EFES)'s headquarters in Richardson, TX, United States

Chase Urich

Jeremy Brantley

Matt Joyce

Morgan Tyler

The Insurance Sales Team at Equita Final Expense Services (EFES) is dedicated to providing clients with tailored final expense insurance solutions. Comprised of licensed and independent brokers, the team utilizes a comprehensive lead generation system to connect with potential clients, ensuring they have access to high-quality, geo-targeted leads. By leveraging extensive training resources and in-house support, the team aims to empower agents to effectively close sales and build their own successful insurance businesses.

Insurance Sales Team

This department focuses on overseeing sales operations and managing relationships with agents and clients.

Sales Management

This department focuses on selling final expense and health insurance products to clients.

Insurance Sales

This department oversees the operations and strategic direction of agency-related functions.

Agency Management

This department is responsible for assessing risks and determining the terms and conditions of insurance policies.

Equita Final Expense Services (EFES)

Org chart

Teams

Insurance Sales Team

Sales Management

Insurance Sales

Agency Management

Underwriting Operations

Offices

Equita Final Expense Services (EFES)

Org chart

Teams

Insurance Sales Team

Sales Management

Insurance Sales

Agency Management

Underwriting Operations

Offices

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