August 2022 – Equity Services, Inc

Training

Bear Market Rally or New Bull Market?

The S&P 500 index was up 9.11% in July, which has some market pundits suggesting that the bear market is over. Conversely, it seems…

Beth KnoxAugust 30, 2022

Technology

Investigo Enhancement – Signature Reports NOW Available on Nationwide Accounts

We are excited to announce a change in the reporting functionality with Investigo. Previously you were unable to include or run signature reports of…

Beth KnoxAugust 30, 2022

Operations

Market Closing Times for Labor Day 2022

In observance of Labor Day, Monday, September 5, all domestic equity and bond markets, as well as ESI, will be closed. TC128473(0822)1

Beth KnoxAugust 30, 2022

Incentives

Congratulations to Our 2023 EES Qualifiers!

In 2022 ESI qualifiers enjoyed the beautiful Utah mountains in Park City. In 2023 we’ll head further west and enjoy the surf and sand…

Beth KnoxAugust 30, 2022

Operations

ESI’s 2022 Sentiment Survey is Launching September 19th

Feedback is key for us to learn where our strengths are, where there is room for improvement, and how best to move forward with…

Beth KnoxAugust 30, 2022

Operations Technology

Leadership Update Call Replay is Now Available!

ESI’s Senior Leadership call covered a review of the activities, results, and market impact of Q2, while providing insight into what lies ahead through…

Beth KnoxAugust 23, 2022

Product

Brighthouse Shield Level Pay Plus Variable Annuity Now Available!

ESI is happy to announce that the Brighthouse Shield Level Pay Plus variable annuity is now available. This is a registered index linked annuity,…

Beth KnoxAugust 23, 2022

Operations

Incorporate Beneficiary Reviews into Your Practice

Below is a list of common financial products, accounts, and items to keep in mind when doing a beneficiary review as well as client…

Beth KnoxAugust 23, 2022

Advisory Solutions

Factors Perform As Expected in Q2, Except for Quality

Rewarded risk factors are recognized as a fundamental component of equity returns. Envestnet | PMC believes that the most robust among the studied risk…

Beth KnoxAugust 23, 2022

Compliance & Licensing Prospecting & Marketing

Lead Generation Services Reminder

Field Notice 2022-19Lead services may be as simple as purchasing a list of leads. However, some may be more elaborate. For example, there are…

Beth KnoxAugust 23, 2022