Our History
Equita Financial is an Independent Marketing Organization (IMO) that specializes in providing products and services with a customer-centric focus. The company was founded in 1986 in Orange, California. In 1989, we moved to Dallas, Texas, where our offices are located today. Through the years, Equita Financial has offered its clients life insurance, annuity and investment vehicles designed to meet individual needs despite the inevitable ups and downs of the economy

Our Alliances

Equita Financial has developed relationships with over 600 agents and financial planners that market products to help their clients fund retirements, protect wealth, generate income, pass on assets to beneficiaries and invest wisely. We have also carefully selected sound and stable institutions to administer these products. The confluence of these energies creates an environment that fosters customer confidence and loyalty.

Our Leadership

Our leadership consists of industry professionals with over a century of combined insurance experience. In addition, we choose our field agents to leverage their existing knowledge combined with training to assure that they are properly equipped to accommodate the client. In this way, we provide the best service to the best customers!

Our Passion

At Equita Financial, we are pledged to provide financial solutions to our customers through smart planning and sound advice. The result of this commitment is that Equita Financial enjoys a position of leadership in the insurance industry. Whether in the senior market, teacher market, or our brokerage division, we offer “best-of-show” products to support the needs of our clients through tax-sheltered annuities, life insurance as well as retirement and employee benefit programs.