All Posts – Page 38 – Equity Services, Inc

New Year – New You!

If you’re looking for some inspiration and best practices to help you launch a successful 2023, our Rep Insights Conversations are a great place…

Beth KnoxDecember 19, 2022

Compliance & Licensing

There Have Been A LOT of Field Notices Hitting Your Inbox Lately

All Field Notices can be viewed on the agent portal! Simply log in, click on “Training” and then “Compliance”: From there, you’ll select “ESI…

Beth KnoxDecember 19, 2022

Best Practices Prospecting & Marketing

Best Practices for the New Year

If you’re looking for some inspiration and best practices to help you launch a successful 2023, our Rep Insights Conversations are a great place…

Beth KnoxDecember 12, 2022

Best Practices

We’re Looking for Your Best Referral Ideas!

Warm referrals from your network is the ideal prospecting source! Send us your most effective idea(s) for generating referrals. We’ll compile all of them…

Beth KnoxDecember 12, 2022

Advisory Solutions

Reminder Regarding SEI Accounts and Maintenance

ESI has a relationship with SEI which requires our review of not only new accounts or additional investments, but also any servicing and maintenance…

Beth KnoxDecember 12, 2022

Operations

Worklists Replacing Advanced Search in Wealthscape

Starting Friday, December 16, 2022, Advanced Account Search will be replaced in Wealthscape, and you will be re-directed to Worklists instead. The new label…

Beth KnoxDecember 12, 2022

Operations

Important Dates and Year End Reminders

Looking for NL application processing deadlines? Click here. For important reporting updates for RMDs and annual retirement account fees, click here. Holiday Phone Hours…

Beth KnoxDecember 12, 2022

Best Practices

Share Your Best Practices with Your Peers! How Do You Generate Referrals?

Warm referrals from your network is the ideal prospecting source! Send us your most effective idea(s) for generating referrals. We’ll compile all of them…

Beth KnoxDecember 5, 2022

Best Practices Compliance & Licensing Operations

We’re Looking at Annuities Inside Qualified Plans a New Way

Summary Transactions that involve an annuity purchase in an IRA that are funded by an annuity product held in a qualified plan will be…

Beth KnoxDecember 5, 2022

Compliance & Licensing

Give Yourself the Gift of Cybersecurity This Holiday Season

Cybersecurity is the practice of protecting networks, systems, hardware and data from digital attacks. It encompasses everything pertaining to protecting sensitive data - personally…

Beth KnoxDecember 5, 2022