February 2023 – Equity Services, Inc

How Did You Achieve ESI’s Circle of Excellence?

From Dan Wolodkiewicz, Pinnacle Financial Associates and Circle of Excellence Member We began our journey to achieve Circle of Excellence (COE) 24 years ago,…

Beth KnoxFebruary 28, 2023

Advisory Solutions

The Debt Ceiling is Somewhere Up There…

From Maple Capital Management By now, you have probably been hearing a lot about the debt ceiling. Democrats and Republicans are arguing about how…

Beth KnoxFebruary 28, 2023

Compliance & Licensing

Revenue Sharing Disclosure Update

In accordance with the annual update requirement of DOL Rule 408(b)(2), ESI has posted its updated revenue sharing arrangement disclosure document to its public…

Beth KnoxFebruary 28, 2023

Product

Updates from Touchstone Investments

From Touchstone Investments Touchstone Anti-Benchmark® International Core Equity Fund UpdatesIMPORTANT NOTICE Touchstone Anti-Benchmark International Core Equity FundLiquidation Notice - March 30, 2023 At a…

Beth KnoxFebruary 28, 2023

Product

RREEF Property Trust Update

As of February 23, 2023, RREEF Property Trust, Inc. (the “Company”) has received share redemption requests during the quarter ending March 31, 2023 in…

Beth KnoxFebruary 28, 2023

Incentives

Congratulations to ESI’s Circle of Excellence Members for 2023

Reserved for our top twenty-five producers, membership in the ESI Circle of Excellence* represents dedication, knowledge, and exceptional success! Congratulations to our 2023 members!…

Beth KnoxFebruary 21, 2023

Operations

In case you missed it…eSignature Update and HSA Registration

eSignature UpdateEffective immediately eSignature can be utilized through Docupace/DocuSign for Allianz business in the state of New York. All paperwork available in Docupace for…

Beth KnoxFebruary 21, 2023

Prospecting & Marketing Technology

New Technology Resources

ESI’s newest technology partner, Riskalyze, has created a new resource just for ESI Reps that includes case studies, white papers, training, support contacts and…

Beth KnoxFebruary 21, 2023

Best Practices

Team Reports Now Available on the Agent Portal

As we communicated previously, ESI has been building out a program to support Reps who are part of a formalized team. As part of…

Beth KnoxFebruary 21, 2023

Product

Fixed Rate CDs – Cash Alternative through AAM Fixed Income

Now that interest rates have increased, there can be more attractive cash alternatives than bank savings accounts. AAM is ESI’s primary fixed income distributor…

Beth KnoxFebruary 21, 2023