All Posts – Page 47 – Equity Services, Inc

Incentives

June Shout Out Report!

From Annuity sales to Advisory sales to Recruiting, ESI's Leaders for the month of June deserve a SHOUT OUT! Click the link to read more!…

Beth KnoxJuly 26, 2022

Advisory Solutions Training

ESI Illuminations Strategy for Tax Harvesting

While the equity markets have been sharply lower through June of 2022, it’s likely that actively managed mutual funds have increased their turnover ratios…

Beth KnoxJuly 26, 2022

Advisory Solutions

ESI Illuminations Strategy for Tax Harvesting

While the equity markets have been sharply lower through June of 2022, it’s likely that actively managed mutual funds have increased their turnover ratios…

Beth KnoxJuly 19, 2022

Operations Technology

New Previous Sales Page in Wealthscape and Wealthscape Investor

Starting on July 22, 2022, an enhanced version of the Previous Sales/Realized page will be available on Wealthscape and Wealthscape Investor. The new Previous…

Beth KnoxJuly 19, 2022

Compliance & Licensing Operations

Updates about the Direct Transaction Review Process

The ESI Suitability team encourages you to contact us about your upcoming Direct Business transactions so that we may discuss big picture suitability topics…

Beth KnoxJuly 19, 2022

Compliance & Licensing

Cybersecurity Alert from FINRA!

FINRA recently published a Cybersecurity Alert to warn firms of an ongoing phishing campaign that involves fraudulent emails purporting to be from FINRA and…

Beth KnoxJuly 19, 2022

Technology

Google Chromebooks and Entreda

With the launch of the Entreda Cybersecurity platform last year, National Life took a big step forward in keeping our promise to protect you…

Beth KnoxJuly 19, 2022

Advisory Solutions

ESI Q3 2022 Sr. Leadership Field Update

Please join Ata Azarshahi and ESI’s Sr. Leadership Team for our Quarterly Field Update series. In this session, we’ll be reviewing the activities, results,…

Beth KnoxJuly 12, 2022

Advisory Solutions

Succession Planning Resources from Russell

During this year’s ESI Elite Symposium, Tina Downing, Senior Director and Lead of AIS Business Solutions at Russell Investments, delivered an in-depth session on…

Beth KnoxJuly 12, 2022

Advisory Solutions

Transamerica Structured Index Advantage Annuity Now Available

ESI is pleased to announce that the Transamerica Structured Index Advantage variable annuity is now available. This variable annuity is a registered index linked…

Beth KnoxJuly 12, 2022