All Posts – Page 5 – Equity Services, Inc

Firm Update

Register for August 15th ESI Senior Leadership Field Update

Mark your calendars and register for an update from ESI’s Senior Leadership Team on August 15th at 1:00 pm EDT. This call is part…

Mallorie ManoshAugust 6, 2024

Operations Technology

Boosting eDelivery Adoption Among Brokerage Clients

Help your clients make the most of their brokerage experience by encouraging them to enroll in eDelivery. With eDelivery, clients have instant access to…

Matt LyonJuly 30, 2024

Product Strategic Partners

Brighthouse Financial Shield II Annuities Now Available

Brighthouse Financial has updated their Shield Level Annuities Product Suite with the introduction of the new Brighthouse Shield Level II Annuities and Shield Level…

Matt LyonJuly 30, 2024

Operations

In Case You Missed It: Streamlining IRA – Beneficiary Distributions

ESI is now part of a pilot program to improve the efficiency of the beneficiary claim and re-registration process for Premiere Select IRA Accounts.…

Matt LyonJuly 30, 2024

Operations

Premiere Select Inherited IRA – Beneficiary Claim Enhancement

Over the past few years, ESI Operations has consistently provided feedback to National Financial Services (NFS) regarding the need for a more streamlined process…

Beth KnoxJuly 23, 2024

Strategic Partners Training

Jackson Webinar – Unlocking Advisor Alpha: Maximizing Opportunity through Tax Management and Client Satisfaction

Register HereWhen: Thursday, August 1, 2024, 12:00PM Eastern TimeSession Title: Unlocking Advisor Alpha: Maximizing Opportunity through Tax Management and Client SatisfactionSession Description:Are you asking…

Beth KnoxJuly 23, 2024

Incentives

Here’s How to Get Reimbursed for Your Exam Prep

Supporting our reps in their professional development as financial services professionals is something ESI is deeply committed to. We offer reimbursement for exam preparation…

Mallorie ManoshJuly 23, 2024

Best Practices Prospecting & Marketing

New Marketing Tools: The Client Fact Finder and Risk Questionnaire

In the fast-paced world of financial advising, having the right tools at your fingertips can make all the difference. To support advisors in delivering…

Mallorie ManoshJuly 23, 2024

Best Practices Prospecting & Marketing

Enhance Your Financial Planning & Consulting Services with ESI’s New Process and Resources

ESI launched a new Financial Planning and Consulting process designed to enhance our IAR's ability to provide these services. The new process offers more…

Mallorie ManoshJuly 16, 2024

Strategic Partners

Envestnet Announces $4.5 Billion Take-Private Transaction with Bain Capital

In a release on July 11th, Envestnet announced that it has entered into a definitive agreement to be acquired by Bain Capital for $4.5…

Mallorie ManoshJuly 16, 2024