“Claremont is combining cutting-edge solar technology with enlightened macro-economics to dramatically cut CO2 emissions while stimulating both the state's and our local economy."

larry schroeder  |  mayor of claremont


Mortgage Protection

Mortgage protection is a simplified, quick issue insurance that is used to protect our client's greatest asset. Mortgage protection plans are designed to provide a death benefit to pay off all, or a portion of, a client's mortgage. Optional riders are available in most states, such as disability income and return of premium, which refunds all, or part of, the premium paid if the policy is unused. This product, offered by many of our carriers, can be customized to fit each client's needs and budget.

Living Benefits

Critical illness insurance is medical insurance that provides a lump-sum benefit upon diagnosis of a covered critical illness or condition. This payout helps our clients avoid the financial burden that can be created by those illnesses. Our clients have found this benefit payout useful for getting the treatment they want, spending time with their family and friends, keeping their home, and filling in the financial gaps left by most medical insurances. Individuals must qualify for critical illness coverage which is dependent on a number of factors including current health and medical history, age, and occupation.

Final Expense

The loss of a loved one in death is an emotionally difficult experience. Final expense plans are designed to remove, or offset, the financial stress that is associated with death. Our clients are able to use final expense plans to help their clients prepare for their difficult time. These plans are available in varying coverage amounts to fit a variety of budgets. Due to the diversity of our carriers, Equis agents are able to find coverage for their clients no matter what their current health status may be.

College Funding

One of the biggest concerns related to new generations of people is the rapidly rising cost of a college education. More young people are seeking a higher education today than any other previous generation. Unfortunately, with the rising costs associated with that education, they're being forced to pay with borrowed money. At Equis Financial, we view it as incredibly critical that our clients, their families, and the future generations of the world are educated on the many college funding options available today. Our financial literacy experts are here to assist clients on these options to ensure their financial futures are bright and unencumbered by student loan debt.

Retirement Planning

An annuity can be used to save for retirement, preserve funds already saved for retirement and to provide a steady stream of income during retirement. They have become a very popular choice for retirement planning, especially with the stock market volatility over the last decade. Annuities are financial contracts between an insurance company and contract owners. Payments into an annuity can be made via a lump sum, or a series of monthly payments to the insurance company. These funds will accumulate on a tax-deferred basis, which can be a tremendous advantage over time. Fixed Index Annuities provide an opportunity for growth without the risk involved with most investments. This is especially attractive to pre-retirees and retirees looking to preserve assets they have built over several decades. Many annuities offer the ability to add optional benefits such as a lifetime income rider, which gives clients a guaranteed income no matter how long they live.

Founders Circle



Drs. Janice and Joseph Beierle Freeman Allen Beth Benjamin Don Pattison Emily Beierle-O'Brien Joe Lyons Kathi Pryor Lizz Adams Ryan Zimmerman Suzanne Beaumaster Marguerite Shuster


Bill and Roz Baldwin


Donald Gould Haynes Foundation Randall and Janell Lewis Mike Caldwell


Betsy Coffman John Holliday Sally Seven

$501 - $1,000

Alan Williamson Social Venture Partners Los Angeles Dennis Allen and Jenny Cushnie Dick Olson Eric Asher Geoff Hamill Stephani and Jamie Sutherland John Shipman Dick Haskell Fred Leichter Jane Gibbons Solomon Ashin Patricia Beiting Paul Brosche Bob and Katie Gerecke Kirsten Gonzalez Compressor World, LLC

$1,001 - $3,500

Smart Energy Planet John Cobb Karen Mosher Ruth Amundsen

$251 - $500

Camille Matonis Dan Peterson Enid Eckert Jack Meek George Gorse Anne Powell

Gifts $250 and below

Aaron Dyer Alan Wicker Amar Raheja Amber Sheikh Ginsberg Amy Conroy Andrew Conway Andy Shrader Ann Marie Smith Anne Chavez Anne Ellwanger Beatrice Casagran Benjamin King Bernard Karmatz Beth Benjamin Betsy Cline Bill Smith Brad Neely Bruce Odland Candy Dreemer Carl Pon Carlos Franco Carol Bradford California Community Fund Catherine Lundy Cathy Curtis & Diana Miller Cecily Jackson-Zapata and Angel Zapata Charles Hepperle Chelsea Davidoff Chris Hayes Shaner Chris McElroy Christian Reyes Christine Williams Christopher Crain Christy Billock Cina Sandoval Cindy Erb Colleen Coxe Crista Villianatos Dan Keil-Krauss Dan MacLachlam Dan Moncayo Dan Possnack David Mann Debbie Freund Dennis Bauman Dennis Sonney Devo Anderson Diana Smith Diane Helfrey Dianne Debicella DiLeonardo Patrick Dorothy Wills Edna Soriano Elizabeth Leano Elliott Shwartz Emily Moultrie Enrique Medina Eric Huizar Ethan Adams Ezekiel Chavez Ezra Neale Gabe Millar Gavin Siegert Geoff Hamill, Real Estate Broker Granville Henry Gwen Urey Hannah Skutt Honoria Cervantes Hugh Coxe James Manifold Jan Beierle Jana Kaplan Jason & Monique Flejter Jaye Houston Jeff Vaniman Jefferson Welch Jennifer Leichter Jennifer Stark Joanne Peterson Joe Lyons Joe Wackley John Carothers John Forney John Rauschelbach Jonathan Budner Joyce Tullius Kai-Uwe-Shulte Karen Curzon Karla Neff Kash Gokli Katherine Friedman Kathi Pryor Keck Hartman Kenneth Deemer Kenneth Frank Kent Kernahan Kirk Pelser Kristen Edwards Kristin Beierle Layton Olson Linda Kansteiner Linda Worthington Lissa Peterson Lizz Adams Lowell & Susan Greathouse Lydia Henry-Falotico Marcelle Zita Marcus Castain Margaret Russell Mark Goscenski Marta Ferro Martha Wackley Mary Beierle Mary Jo Gruca Meghan Beierle Meredith McDowell Merrill Ring Michael Griffin Mike Boos Missy Wonacott Mitchell Dion Nancy Williams Network For Good Nicholas Neece Nora Jacob Nora Quinn Patrick Wilson Patty Kernahan Paul Ruggero Peter Coye Polina Goncharova Quente Cervantes Raoul Cervantes Rebecca Margiotta Rena Mendoza Jimenez Rhonda Raider Gould Richard Bridge Richard Fass Rick Worthington Roberta Shintani Roger Goldstein Roxanne Vaniman Sam Pedroza Sarah Mahin Scott Sternberg Sheila McCarthy Shelly Mei Sorrel Stielstra Stanley Moore Susan Pon Susette Aguiar-Possnack Tania Anders Taylor Doole Teo Alfero Tim McCalmont Tom Shelby Tom Erb Trina Keil Victoria Thurlow Whitney Hanlon Zac Miller

Donations + PrePurchases