All Posts

Suitability Spotlight #4: Every Word Counts

Suitability Spotlight #4: Every Word Counts

Just like a misplaced comma on a bank statement can cause confusion, a misplaced word…
July 30, 2026
Upcoming eDelivery Campaign to Clients

Upcoming eDelivery Campaign to Clients

During the week of August 3rd, your clients will receive an email inviting them to…
July 30, 2026
2026 Continuing Education Requirements Reminders

2026 Continuing Education Requirements Reminders

Your continuing education requirements for 2026 are available!  Field Notices 2026-01 and 2026-17 explain this year’s continuing…
July 30, 2026
Register Today for the ESI Business Development Conference

Register Today for the ESI Business Development Conference

Don't miss out - registration closes Friday, August 7th. September 8–10, 2026 The Westin Alexandria…
July 21, 2026
Continuing Our Commitment to Lower-Cost Share Classes in APM Programs

Continuing Our Commitment to Lower-Cost Share Classes in APM Programs

As part of ESI's ongoing commitment to helping you deliver value to your clients, we…
July 21, 2026
The Mid-Year Client Experience Checkup

The Mid-Year Client Experience Checkup

Five questions every financial professional and advisor should ask about the experience they're delivering. Mid-year…
July 21, 2026
Now Available: Lincoln OptiBlend® Income 7 & Income 10

Now Available: Lincoln OptiBlend® Income 7 & Income 10

ESI is pleased to announce that Lincoln OptiBlend® Income 7 and Lincoln OptiBlend® Income 10 have been…
July 16, 2026
Get A Sneak Peek: BDC Agenda Highlights

Get A Sneak Peek: BDC Agenda Highlights

Get a sneak peek at the speakers, sessions, and industry leaders joining us this September.…
July 16, 2026
National Life Recognized Among Ward’s Top 50

National Life Recognized Among Ward’s Top 50

National Life has once again been named one of Ward's Top 50 Life & Health…
July 16, 2026
Active Now: Bank Deposit Sweep Program (BDSP) is default cash sweep option for all newly opened eligible accounts.

Active Now: Bank Deposit Sweep Program (BDSP) is default cash sweep option for all newly opened eligible accounts.

This is a reminder that beginning today, July 15, 2026, the Bank Deposit Sweep Program (BDSP) will become…
July 15, 2026
Top 5 Referral Opportunities Advisors Often Overlook

Top 5 Referral Opportunities Advisors Often Overlook

When advisors think about referrals, it's easy to focus on asking for introductions. But in…
July 7, 2026
Get Ready: New Best Interest Supplemental Worksheet for NFS Brokerage and ESI Illuminations Business

Get Ready: New Best Interest Supplemental Worksheet for NFS Brokerage and ESI Illuminations Business

We are pleased to announce the release of an updated Best Interest Supplemental Worksheet (BISW)…
July 7, 2026