All Posts – Page 34 – Equity Services, Inc

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

Incentives

Congratulations to Our ESI Elite Symposium Qualifiers!

Congratulations to everyone who met ESI Elite Symposium qualifications in 2022! We’re looking forward to seeing you at the Ritz-Carlton Bacara, Santa Barbara from…

Beth KnoxFebruary 14, 2023

Operations

New HSA Registration Available for NFS New Account Opening

To continue the enhancement of the guided account opening within Docupace, we've added the ability to create Health Savings Accounts (HSA) via the current…

Beth KnoxFebruary 14, 2023

Advisory Solutions

Changes to the Flagship Program Portfolios

From Envestnet: As part of Envestnet | PMC’s ongoing monitoring and evaluation of model portfolios and investment strategies deployed within, the portfolio management team…

Beth KnoxFebruary 14, 2023

Operations

eSignature Update for Allianz NY

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

Beth KnoxFebruary 14, 2023

Best Practices

Shout Out to Our January Leaders!

From Annuity sales to Advisory sales to Recruiting, ESI's Leaders deserve a SHOUT OUT! Click here for our individual and agency leaders for the…

Beth KnoxFebruary 14, 2023