As we come to the close of another record-breaking year, we wanted to take a moment to reflect on everything that made 2025 such a standout year at ESI—beyond the impressive numbers the team will share with you in January. And there’s no shortage to reflect on… because it’s been a lot.
In Q1 alone, the momentum was undeniable. Right out of the gate, we celebrated ESI’s Circle of Excellence Members and shared who qualified for Elite Symposium in Montreal later in the year. We also announced San Diego as the destination for Elite Symposium 2026, rolled out a streamlined blotter process designed to save you meaningful time, launched Global Relay to simplify and enhance texting, made enhancements to Docupace, and introduced the marketing platform Snappy Kraken. The Business Development Team debuted a new training calendar and launched the Investment Evolution Campaign, giving you fresh tools and messaging to support your growth.
As we moved into spring, the pace only accelerated. We introduced new marketing ideas around greeting cards and newsletters, launched Truelytics to the full field, and—no April Fool’s joke—approved Corebridge for eSign. We continued to focus on efficiency by streamlining the client address change process and launched FMG MarketingEdge to further expand your marketing capabilities. And one of our proudest moments of the year: ESI was ranked the #1 Fastest Growing Broker-Dealer based on sales deposits per LIMRA.*
By summer, slowing down simply wasn’t an option. We announced the launch of FMAX, one of the most significant initiatives ESI has ever undertaken. We expanded our product platform with additional cryptocurrency-based ETFs, launched iCapital, and added new alternative investment solutions. We also introduced Investment Camp 201, providing deeper education to help you maximize these offerings. Along the way, we established a new relationship with Summit Global, refreshed FinPro, and published the most-read Insights article of the summer—spotlighting our incredible brokerage team.
And while the year isn’t quite over yet, there’s still more to celebrate. We updated advertising guidelines, and our Suitability team stepped up with additional support to help you navigate year-end business. We launched a new Lincoln product, expanded access to Horsesmouth to support engaging seminars, and—most importantly—celebrated the incredible leadership of retiring President & CEO, Ata Azarshahi while welcoming his successor, Alex David, as the new President of ESI.
From all of us on the ESI Home Office team, thank you for an exceptional 2025. We are incredibly proud of what we’ve accomplished together and can’t wait to step into 2026—bigger, bolder, and even better—with you.
*LIMRA Broker-Dealer Sales Survey Third Quarter 2024
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