All Posts – Page 36 – Equity Services, Inc

Is Diversification Working?

Diversification Scorecard: Q4 2022January 18, 2023“In a reversal from the three previous quarters, markets finally saw positive gains in the fourth quarter of 2022.”…

Beth KnoxJanuary 24, 2023

Prospecting & Marketing

New Social Posts Available

If you are scheduling annual reviews or offering beneficiary reviews, there are new social posts in the Hearsay Social Library to complement your campaigns.…

Beth KnoxJanuary 24, 2023

Best Practices

Save the Date for the ESI 2023 Kick Off Call!

Please join ESI’s Executive Leadership Team for our 2023 Kick Off call! We’ll take a quick look back at the activities and results of…

Beth KnoxJanuary 17, 2023

Best Practices

ESI Field Advisory Committee Welcomes New 2023 Co-Chair

Chartered in 2006 as a subcommittee of NLG’s Agent Advisory Council (AAC), the ESI Field Advisory Committee (EFAC) is charged with working closely with…

Beth KnoxJanuary 17, 2023

Technology

Want to Learn More about Riskalyze? Join us on January 31^st!

Riskalyze is now available! Join us for a live webinar introduction to Riskalyze on January 31, 2023 at 4:00pm EST.Click here to register! Riskalyze…

Beth KnoxJanuary 17, 2023

Advisory Solutions

Fixed Income Commentary from Maple Capital Now Available

December brought the last rate hike by the Fed for the year, but almost certainly not the last for this cycle. This latest move of…

Beth KnoxJanuary 17, 2023

Best Practices

Shout Out to Our December 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 KnoxJanuary 17, 2023

Prospecting & Marketing

Straight from the Field – Ideas to Generate More Referrals

A warm referral is the best introduction to a potential new client. Below are referral generating ideas submitted by your peers! Join a Networking…

Beth KnoxJanuary 10, 2023

Product

Alternative Mutual Fund Lists – New Updates

The Q4 2022 alternative mutual fund lists have been updated. Please see below for additional information. Approved and Prohibited Alternative Mutual FundsThe purchase of…

Beth KnoxJanuary 10, 2023

Prospecting & Marketing

Updates to White Glove

White Glove provides comprehensive seminar services to agents and Registered Representatives (RRs) and Investment Adviser Representatives (IARs) of Equity Services, Inc. (ESI). How it…

Beth KnoxJanuary 10, 2023