Please join Ata Azarshahi and ESI’s Sr. Leadership Team for our Quarterly Field Update series. In this session, we’ll be reviewing the activities, results, and market impact of Q2, while providing insight into what lies ahead through the second half of the year.

As always, we want to take this opportunity to hear from you and answer any questions you may have for ESI’s Leadership Team. Please help us plan the meeting by submitting your questions to ESIBusinessDevelopment@nationallife.com. The deadline for submissions will be Monday, July 25^th.

Meeting Details:

Thursday, July 28^th – 2:00 PM EDT

Register in advance for this meeting: https://nationallife.zoom.us/j/94845121174

After registering, you will receive a confirmation email containing information about joining the meeting.

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During this year’s ESI Elite Symposium, Tina Downing, Senior Director and Lead of AIS Business Solutions at Russell Investments, delivered an in-depth session on succession planning for advisors. In follow up to that session, Russell Investments has made their succession tools available to everyone. Now available on both the NL agent portal and the Illuminations site, succession resources include:

• PREPARING BUSINESS SUCCESSION – This document provides an overview of the succession planning components.
• DRIVING VALUE – 10 drivers of practice value.
• THE CASE FOR MODELS
• SUCCESSION PLANNING FROM RUSSELL INVESTMENTS – Presentation providing a comprehensive overview of succession planning.
• RUSSELL SALES MAP – To learn more about Russell’s succession planning resources, contact your Russell partner.

Succession Materials on the NL Agent Portal

Succession Materials on the Illuminations Portal

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ESI is pleased to announce that the Transamerica Structured Index Advantage variable annuity is now available.  This variable annuity is a registered index linked annuity, RILA which offers growth potential and investment protection in a cost-effective solution.  If you have additional questions about this new variable annuity, please contact Transamerica at 800-851-7555.

Click here for an informational brochure.

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“The world has changed. We are living through a pivotal time in history, marked by geopolitical realignment, high inflation, volatile financial markets and the end of a 40-year period of declining interest rates. The title of this new era could be Brave New World or Back to the Future. But the title I would select is Revenge of the Boomers, because a lot of these events rhyme with the past, particularly the early 1960s. That’s when we saw interest rates bottom out after decades of decline, as well as the rise of the Cold War era, which is unfortunately rearing its head again in some respects.”

[Click here to read the full article from the Capital Group.]

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Debit cards can now be ordered for a non-account owner online through the Cash Management Hub in Wealthscape Investor^SM.

Beginning July 15^, we will expand our offering to allow account owners to issue debit cards to non-account owners (3^rd Parties). Cards can be ordered by the account owner online in Wealthscape Investor in the Cash Management Hub. Accounts eligible to order ^3rd Party Debit cards include:

• Individual Accounts
• JTWROS
• Joint Tenants in Entirety
• Joint TOD
• Premiere Select HAS

3rd Party Debit Cards can be ordered by account owners who currently have a VisaTM Debit card on their brokerage account. Account owners may issue 3^rd party cards to either minors or adults. Each card is issued with a unique debit card number which allows the account owner to manage the card, track spending and monitor transactions performed by the 3^rd party.

3rd Party Debit Cards for Adults:

• Must be 18 years of age or older
• Have a default spend limit of $1000 daily
• Have access to the debit card call center to inquire about their debit card only and will not get additional account details

3^rd Party Debit Card for Minors

• Must be 13 to 17 years of age
• Will expire about 90 days after the minor’s 18^th birthday
• Have a daily spend limit of $250 daily
• Have access to the debit card call center to inquire about their debit card only and will not get additional account details

Notes:

• The account owner can manage the 3^rd Party Debit card through the self-service features in the cash management hub in Wealthscape investor. Self- service features include locking the card to prevent use, activating the card, managing the PIN, and more.
• OFAC/CIP checks are performed on all our debit card holders, including this new offering.

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