Welcome To Equitas
At Equitas Brokerage Group we strategically develop Life Business for Non-Conventional Markets including P&C Brokers, Accounting Firms, Business Consultants, Investment Advisors, etc. etc. We do this by combining our insurance knowledge and access to leading carriers with a marketing and technology acumen not found in the insurance industry.
Equitas is able to offer Marketing and Technology to our Brokers as well as great access to top Life Insurance Carriers and Markets, on-site Case Management and Underwriting.
We help Brokers develop their online presence as well as increased broker tools and applications to “Make Life Happen” for P&C Brokers and others whose core competence is not Life Insurance or financial service.
This enables them broaden their core offering, Equitas is able to not only add a new revenue stream for our brokers but also increase client retention.
What Brokers are Saying About Us
“Equitas and Michael are my Life Insurance Back-Office. They are always available and willing to talk to my clients any hour of the day.” “This kind of service lets me focus on my P&C Business, and I know I can trust Michael and his staff to treat my clients like his own!”
“The service I get from Michael and his team is fantastic! I am a P&C Broker, that is my business.” “Michael gives me a high level of service and the help I need when I need it.” “Last year he wrote a $36,000 premium Life Case for me.” “How many P&C Brokers can say that!” “Recently I was on vacation with outstanding Policy Deliveries – They took care of it!”
“I have been a Life Broker for over 20 years! I could work with anyone, I started working with Michael and I continue to because the service I receive is above and beyond what any BGA would give.” “He is part of my team.”
“I Trust them with my family, I trust them with my friends, but most of all I trust them with my business!” “Michael always says that job #1 is making me look good, and he means it.”
“Thank You!” “Recently you and your team helped me compete with a Certified Financial Planner for a Life Insurance case that ended up being over $35,000 in annual premiums.”
“Equitas fought with underwriting to bump the case up from sub-standard, and we were able to present the client with multiple offers.” “Equitas stayed in continued contact with the client, making the process as smooth as possible. In addition, you and Lisa, one of your case managers, even came to an evening meeting with me to help close the sale.”Since then the client has forgotten about the CFP and comes to me for all their insurance needs. I can honestly say, it would have never happened without the help and guidance of you and the Equitas Team.
“Michael and the marketing team at Equitas built us a stunning new website and effectively took over our marketing campaigns, increasing the number of clients we reach!”
“Equitas has offered us an A-Z Marketing Solution including website, email newsletters and more!” “Michael and his staff are 100% in our corner 100% of the time!”
Who We Are
Because of the years of experience we have in working with non-conventional Life Markets, specifically P&C Brokers we understand the challenges that these Brokers face and we are here to help!
At Equitas we are about “Helping to create the Life Business for you and your Agency”. We understand that the only way to increase your Life Business is to increase your business activity overall!”
THE CHERRY EFFECT – IT’S SIMPLE MATH
Simply put – Picture a basket of fruit, and let’s say that Life Business are the cherries in this basket…. We understand that in order to increase the number of cherries in your basket, the overall amount of fruit must grow exponentially, thereby growing the entire basket bigger and bigger!
We are the only GA of our kind on the market to offer the Markets, Carriers, and Marketing/Technology services that we do… We call it…
webEquity /ad·jec·tive/ – def: [Equity derived from Internet and Website activity that grows all aspects of your business organically. This combined with access to top Life Insurance Carriers, Top-Notch Underwriting, and Professional Case Management enable Brokers to broaden their reach, develop new revenue streams, and increase retention.]
In addition to top Life Insurance Carriers, we offer:
Management Team
He is founder of Equitas Advisors and Equitas Brokerage Group. With a Marketing and Technology background Michael Gottdank is bringing Life Insurance to the foreground for P&C Brokers as well as Attorneys, Accountants, etc.
Michael lived overseas for many years in Europe as an expat for several fortune 500 companies where he oversaw business development in the EMEA regions.
Lisa’s Job is to see the process through from beginning to end as seamlessly as possible. Lisa’s background is in Banking, Insurance and Customer Service. Lisa has worked for company’s such as Clal Insurance. Lisa is a world traveler, having lived in Japan for several years and has traveled extensively throughout Asia.
Jennifer is one of the things that makes Equitas Brokerage Group stand out from other General Agencies. More importantly Jennifer is available to our brokers round the clock like the rest of the Equitas staff to “Make Life Happen” for your Agency.
Agnes was with CA Technologies for over 20 years as a lead software and QA team lead.