Happy New Year
Wishing you and yours a wonderful New Year! TC124784(1221)1
Beth KnoxDecember 27, 2021
Join Pacific Life for an Introductory Webinar
As announced earlier, Pacific Life has joined ESI’s Strategic Partner Program, making their variable annuities now eligible for qualified and non-qualified registrations. Pacific Life…
Beth KnoxDecember 27, 2021
AdvicePay Overview Recording Now Available
Writing a physical check has become obsolete for most businesses. Why not make it obsolete for yours? With the introduction of AdvicePay you can…
Beth KnoxDecember 27, 2021
Updated Sales Map for Brinker Capital
From Brinker Capital: As we get ready to start a new year, we’re taking the opportunity to make changes to our sales team structure.…
Beth KnoxDecember 27, 2021
Upcoming Important Year End Dates
Licensing Deadlines TOMORROW! December 31, 2021: Annual Compliance Meeting requirement do for all registered reps. Operations Deadlines December 30th and 31st, 2021: IRA DistributionsDecember…
Beth KnoxDecember 27, 2021
Happy Holidays
Happy Holidays to you and your family from all of us at ESI! TC124739(1221)1
Beth KnoxDecember 20, 2021
DOL Update Reminder: Important Reminders Regarding Form Updates and Best Practices for New Forms
Changes Effective as of 12/20/21For ERISA fiduciaries selling insurance products in IRAs, compliance with Prohibited Transaction Exemption (PTE) 84-24 requires that you disclose your…
Beth KnoxDecember 20, 2021
Reminder: Gift Reporting in Star Compliance
During the holiday season, and throughout the year, many registered representatives (“RRs”) and associated persons (i.e. fingerprinted persons) give or receive gifts. While ESI…
Beth KnoxDecember 20, 2021
Updates to the White Glove Seminar Submission Process
White GloveSeminar/Webinar System White Glove provides comprehensive seminar services to agents and Registered Representatives. How it WorksWhite Glove’s seminar services include the following: Pre-Event…
Beth KnoxDecember 15, 2021
Pacific Life Joins ESI’s Variable Annuity Strategic Partner Program
ESI is very happy to announce that Pacific Life has joined our Strategic Partner Program. Pacific Life’s variable annuities are now eligible for qualified…
Beth KnoxDecember 15, 2021