Complaint: I worked with Equis Financial for a short time starting in 2017. I decided it really wasn’t for me after my first purchase of leads. I sold zero policies with Equis, but since I didn’t have much support from the group that I signed up with, I wanted to simply work for someone local. After leaving Equis, they refused to release me from an insurance company. They told me I had to wait six months for the release because they said that basically it was up to the insurance carrier. Well, I called the insurance carrier and they told me that Equis could release me if they simply signed a transfer form. They sent me the transfer form and I forwarded that form to Equis Financial. Despite selling zero policies they still would not release me, and I proved it wasn’t the carrier but rather it was them. Then, I was told that for reasons they could not tell me, that would not ever release me from the carrier (fortunately, I only have to wait another couple of months and I’ll be fine). Anyway, I never want to work for NAA, Equis, Symmetry, or any company that tries to corner you such that you do not have the freedom to leave and make a living somewhere else. What I do not appreciate is the fact they lied to me and admitted to it over the phone.
Tags: Insurance Agencies, Life Insurance, Ripoff- Insurance Agents
Address: 83 S Tunnel Rd Suite A-9 Asheville, North Carolina United States
Phone: (828) 299-9600