Insights

ESI Registered Reps and Advisors

Most Recent

Advisory Solutions

FMAX Is Here: Illuminations Enters Its Next Chapter

FMAX Is Here: Illuminations Enters Its Next Chapter

January 29, 2026
Helping Clients Stay Invested with Maple Capital Market Outlook

Helping Clients Stay Invested with Maple Capital Market Outlook

January 27, 2026
FMAX Is More Than a Platform Upgrade—It’s a Support Upgrade

FMAX Is More Than a Platform Upgrade—It’s a Support Upgrade

January 21, 2026

Compliance & Licensing

ESI Expands Digital Communication: WhatsApp Now Approved

ESI Expands Digital Communication: WhatsApp Now Approved

January 27, 2026
AdTrax Helpful Reminders

AdTrax Helpful Reminders

January 8, 2026
AdTrax Turnaround Times

AdTrax Turnaround Times

December 23, 2025
Elite Recognition. Record-Breaking Results.

Elite Recognition. Record-Breaking Results.

January 15, 2026
Where Top Performance Takes You: Elite Symposium 2027

Where Top Performance Takes You: Elite Symposium 2027

January 13, 2026
December 2025 ESI Leaderboard Rankings

December 2025 ESI Leaderboard Rankings

December 17, 2025
Equity Commission Alternate Schedule: When and How to Use It

Equity Commission Alternate Schedule: When and How to Use It

February 4, 2026
A Clear View of Your ESI Home Office Team

A Clear View of Your ESI Home Office Team

January 27, 2026
Now Available in Wealthscape: Roth Conversion Analyzer

Now Available in Wealthscape: Roth Conversion Analyzer

January 8, 2026
Brighthouse Financial to be acquired by Aquarian Capital

Brighthouse Financial to be acquired by Aquarian Capital

December 1, 2025
Touchstone Large Company Growth Fund to Reorganize

Touchstone Large Company Growth Fund to Reorganize

November 18, 2025
New Approval – Lincoln Level Advantage 2 Income B Share RILA

New Approval – Lincoln Level Advantage 2 Income B Share RILA

November 10, 2025

Prospecting & Marketing

Modern Marketing Made Easy

Modern Marketing Made Easy

February 4, 2026
Webinar: Build Your Brand, Grow Your Business

Webinar: Build Your Brand, Grow Your Business

January 21, 2026
AdTrax Helpful Reminders

AdTrax Helpful Reminders

January 8, 2026

Strategic Partners

Helping Clients Stay Invested with Maple Capital Market Outlook

Helping Clients Stay Invested with Maple Capital Market Outlook

January 27, 2026
Make 2026 the Year Seminars Finally Work

Make 2026 the Year Seminars Finally Work

December 23, 2025
Built for Choice: Your 2026 Guide to ESI Platforms & Tools Pricing

Built for Choice: Your 2026 Guide to ESI Platforms & Tools Pricing

December 11, 2025
Decommission of Open/Unrealized Positions Page in Wealthscape

Decommission of Open/Unrealized Positions Page in Wealthscape

January 13, 2026
Webinar: How To Leverage Your FMAX Sales Team

Webinar: How To Leverage Your FMAX Sales Team

January 8, 2026
Webinar: What’s New and Different with FMAX

Webinar: What’s New and Different with FMAX

January 8, 2026
ESI Investment Camp 101 Kicks Off Feb. 11th!

ESI Investment Camp 101 Kicks Off Feb. 11th!

February 4, 2026
Helping Clients Stay Invested with Maple Capital Market Outlook

Helping Clients Stay Invested with Maple Capital Market Outlook

January 27, 2026
Make 2026 the Year Seminars Finally Work

Make 2026 the Year Seminars Finally Work

December 23, 2025

Upcoming Webinars

Learning Library

Click here for webinars, videos, and more.

Training Calendar

Click here to view

We offer a wide array of services aimed at simplifying your life