Coming Monday: Docupace Start – the Next Generation of Account Opening

The introduction of Docupace Starting Point provided forms bundles based on simple questions about the business you’re submitting. On Monday, ESI will be announcing the release of Docupace Start, the next generation of account opening. Docupace Start is a guided account opening experience with intuitive screens that adapt to the specific account you are opening. Only the questions that pertain to the business you’re submitting will be displayed. In short, you’ll fill out fields, instead of forms.

Watch for a more detailed communication on Monday. In the meantime, if you have any questions, please call ESI at 800-344-7437 or email DocupaceSupport@nationallife.com.

TC121305(0621)1

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Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.

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Coming Monday: Docupace Start – the Next Generation of Account Opening

Previous PostNow Live! Separate Accounts in ESI Illuminations

Next PostUpdate to Financial Planning/Financial Consulting Fees