Mar 04 2026
ESI Registered Reps and Advisors
Insights
Most Recent
Live Training: Get Started with the Global Relay App (Text + WhatsApp + Voice)
Live Training: Get Started with the Global Relay App (Text + WhatsApp + Voice)
Now Available: 2026 Incentives & Growth Opportunities Flyer
Now Available: 2026 Incentives & Growth Opportunities Flyer
The 2026 Tax Reference Guide Is Here
The 2026 Tax Reference Guide Is Here
Advisory Solutions
The 2026 Tax Reference Guide Is Here
The 2026 Tax Reference Guide Is Here
Updates to EFA Planning & Consulting: What Advisors Need to Know
Updates to EFA Planning & Consulting: What Advisors Need to Know
Guided Choice UMA: A Simpler, Smarter Way to Manage Client Portfolios
Guided Choice UMA: A Simpler, Smarter Way to Manage Client Portfolios
Compliance & Licensing
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
ESI Expands Digital Communication: WhatsApp Now Approved
ESI Expands Digital Communication: WhatsApp Now Approved
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
Updated Click-to-Agree Email Enhances eDelivery Enrollment Experience
Updated Click-to-Agree Email Enhances eDelivery Enrollment Experience
Equity Commission Alternate Schedule: When and How to Use It
Equity Commission Alternate Schedule: When and How to Use It
A Clear View of Your ESI Home Office Team
A Clear View of Your ESI Home Office Team
Product
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
Brighthouse Financial to be acquired by Aquarian Capital
Brighthouse Financial to be acquired by Aquarian Capital
Prospecting & Marketing
Now Available: 2026 Incentives & Growth Opportunities Flyer
Now Available: 2026 Incentives & Growth Opportunities Flyer
Modern Marketing Made Easy
Modern Marketing Made Easy
Webinar: Build Your Brand, Grow Your Business
Webinar: Build Your Brand, Grow Your Business
Strategic Partners
Touchstone Large Company Growth Fund to Reorganize to an ETF
Touchstone Large Company Growth Fund to Reorganize to an ETF
Helping Clients Stay Invested with Maple Capital Market Outlook
Helping Clients Stay Invested with Maple Capital Market Outlook
Make 2026 the Year Seminars Finally Work
Make 2026 the Year Seminars Finally Work
Technology
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
Decommission of Open/Unrealized Positions Page in Wealthscape
Decommission of Open/Unrealized Positions Page in Wealthscape
Training
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!
ESI Investment Camp 101 Kicks Off Feb. 11th!
Helping Clients Stay Invested with Maple Capital Market Outlook