Coming Soon: Updates to Client Reviews in Illuminations!

Documenting your annual client reviews is about to get even easier! Beginning December 16, 2024, client reviews will be updated with a new look and feel, reducing the number of clicks required to complete.

What you need to know: Please work on closing out any reviews with an “open” status by December 13^th as these will be aborted. Aborted reviews will be recreated with the same due date as the current open review. Reviews with a “New” status will transition over smoothly.

Questions? Reach out to Tonya Carrien at 800-344-7437 ext. 3121.

TC7430098(1224)1

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Third party articles are provided for your information only, and have neither been reviewed nor approved to be used with consumers.
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.

Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.

The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.

ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.

Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.

Third party articles are for information only and have not been reviewed or approved for use with consumers

For Registered Representative Use Only – Not For Use With The Public
TC100395(0318)P | Privacy and Legal Information

Coming Soon: Updates to Client Reviews in Illuminations!

Previous PostQuick Access to the ESI Home Office Organizational Chart

Next PostExclusive Envestnet Event: High-Net-Worth Symposium