All Posts – Page 50 – Equity Services, Inc

Introducing Third Party Debit Cards and Online Debit Card Ordering

Debit cards can now be ordered for a non-account owner online through the Cash Management Hub in Wealthscape InvestorSM. Beginning July 15, we will…

Beth KnoxJuly 11, 2022

Advisory Solutions

Expanded Lineup of SMAs on ESI Illuminations!

ESI is happy to announce that we have greatly expanded the number of separately managed accounts, SMA’s. Efforts were made to provide sufficient representation…

Beth KnoxJune 28, 2022

Operations

ESI Closed Monday July 4th

The NYSE and NASDAQ will be closed on Monday, July 4, 2022 in observance of Independence Day. ESI and National Life will be closed…

Beth KnoxJune 28, 2022

Advisory Solutions Product

SEI Launched Dimensional Funds Strategies!

These new strategies launched on June 27th, 2022. They are designed by SEI’s Investment Management Unit and are consistent with SEI’s philosophy. The strategies…

Beth KnoxJune 28, 2022

Incentives

May 2022 Shout Out Report

Let's Celebrate From Annuity sales to Advisory sales to Recruiting, ESI's Leaders for the month of May deserve a SHOUT OUT! Welcome…

Beth KnoxJune 28, 2022

Compliance & Licensing Operations

New Forms Requirements Now Being Enforced

Compliance with PTE 84-24 took place in December of 2021. It was largely focused on disclosure of third-party compensation from the recommendation to purchase…

Beth KnoxJune 28, 2022

Incentives

ESI Award Winners Celebrated at the ESI Elite Symposium in Park City, UT

ESI’s Annual Top Producer conference, the ESI Elite Symposium, was held at The Pendry Park City last week and featured networking, engaged business sessions…

Beth KnoxJune 22, 2022

Incentives

2023 ESI Elite Symposium Location Announced

During last week’s Awards Dinner, the 2023 ESI Elite Symposium location was announced! Individuals who qualify in 2022* will join us in Santa Barbara,…

Beth KnoxJune 22, 2022

Prospecting & Marketing Technology

FMG Email Suite Approved and Available

Take Your Communication to the Next Level with the FMG Email Suite, JUST APPROVED for Use!National Life has partnered with FMG Suite to launch…

Beth KnoxJune 22, 2022

Advisory Solutions

The State of Retirement Income

In this week’s The Long View, Morningstar’s Christine Benz, David Blanchett, and Karsten Jeske discuss some of the key challenges for retirement planning: inflation,…

Beth KnoxJune 22, 2022