ESI Registered Reps and Advisors
Insights
Most Recent
Continuing Education is moving to Quest CE!
Continuing Education is moving to Quest CE!
Market Signals from Fidelity
Market Signals from Fidelity
New Date of Death Valuation Service Now Available
New Date of Death Valuation Service Now Available
Advisory Solutions
Future Standard – FS Credit REIT Product Discussion
Future Standard – FS Credit REIT Product Discussion
Assessing Market Impacts After the Iran Strikes, with Fidelity’s Paul Ma
Assessing Market Impacts After the Iran Strikes, with Fidelity’s Paul Ma
The 2026 Tax Reference Guide Is Here
The 2026 Tax Reference Guide Is Here
Compliance & Licensing
Continuing Education is moving to Quest CE!
Continuing Education is moving to Quest CE!
Live Training: Get Started with the Global Relay App (Text + WhatsApp + Voice)
Live Training: Get Started with the Global Relay App (Text + WhatsApp + Voice)
New! Automate Follow-Ups with Calendly + Outlook Workflows
New! Automate Follow-Ups with Calendly + Outlook Workflows
Incentives
Now Available: 2026 Incentives & Growth Opportunities Flyer
Now Available: 2026 Incentives & Growth Opportunities Flyer
Circle of Excellence: Setting the Standard
Circle of Excellence: Setting the Standard
Elite Recognition. Record-Breaking Results.
Elite Recognition. Record-Breaking Results.
Operations
New Date of Death Valuation Service Now Available
New Date of Death Valuation Service Now Available
Moving Qualified Assets
Moving Qualified Assets
ESI Commissions Portal (ACE) Maintenance
ESI Commissions Portal (ACE) Maintenance
Product
Future Standard – FS Credit REIT Product Discussion
Future Standard – FS Credit REIT Product Discussion
Touchstone Large Company Growth Fund to Reorganize to an ETF
Touchstone Large Company Growth Fund to Reorganize to an ETF
Kansas Learning Quest Advisor 529 Plan – Changes to Direct
Kansas Learning Quest Advisor 529 Plan – Changes to Direct
Prospecting & Marketing
The Advisor of 2026: Evolving with Purpose
The Advisor of 2026: Evolving with Purpose
Client Questionnaires Available in CoBrand on Demand
Client Questionnaires Available in CoBrand on Demand
Now Available: 2026 Incentives & Growth Opportunities Flyer
Now Available: 2026 Incentives & Growth Opportunities Flyer
Strategic Partners
Future Standard – FS Credit REIT Product Discussion
Future Standard – FS Credit REIT Product Discussion
The Advisor of 2026: Evolving with Purpose
The Advisor of 2026: Evolving with Purpose
Touchstone Large Company Growth Fund to Reorganize to an ETF
Touchstone Large Company Growth Fund to Reorganize to an ETF
Technology
ESI Commissions Portal (ACE) Maintenance
ESI Commissions Portal (ACE) Maintenance
Client Questionnaires Available in CoBrand on Demand
Client Questionnaires Available in CoBrand on Demand
Live Training: Get Started with the Global Relay App (Text + WhatsApp + Voice)
Live Training: Get Started with the Global Relay App (Text + WhatsApp + Voice)
Training
Assessing Market Impacts After the Iran Strikes, with Fidelity’s Paul Ma
Assessing Market Impacts After the Iran Strikes, with Fidelity’s Paul Ma
Live Training: Get Started with the Global Relay App (Text + WhatsApp + Voice)
Live Training: Get Started with the Global Relay App (Text + WhatsApp + Voice)
ESI Investment Camp 101 Kicks Off Feb. 11th!