All Posts – Page 57 – Equity Services, Inc

Wealthscape and Wealthscape Investor to Block Access for Internet Explorer 11 (IE11) Users

From Fidelity:Consistent with Important Notice IN 21W-216 and Microsoft’s announcement to retire Internet Explorer 11 (IE11), access to the Wealthscape platform will be blocked…

Beth KnoxMarch 23, 2022

Advisory Solutions

Russia-Ukraine Update from Maple Capital

Russia’s war in Ukraine has certainly cast a pall over global financial markets in short order. The shocking development also greatly complicates the global economic…

Beth KnoxMarch 15, 2022

Best Practices

Women’s Leadership Series: Rose Ann McDonald

This past summer, National Life Group welcomed Rose Ann McDonald to its leadership suite in partnership with its Atlanta Agency. Rose Ann joins her…

Beth KnoxMarch 15, 2022

Operations

Core Sweep Money Market Fund Conversion

One of the features in ESI brokerage accounts is the automatic investment of cash balances in a core sweep money market mutual fund. ESI…

Beth KnoxMarch 15, 2022

Operations

Improved eSignature Process in Docupace!

Effective immediately, before sending an item for eSignature, you will have an opportunity to choose a comprehensive review of the forms, adjust existing tags,…

Beth KnoxMarch 15, 2022

Product Training

Save the Date for This Pacific Life Webcast!

STATE OF THE CONSUMER: With a Focus on Women, Money, and Retirement Be one of the first to hear how consumers currently feel about…

Beth KnoxMarch 15, 2022

Operations Technology

Improved eSignature Process in Docupace

We have heard your feedback around missing eSignatures on vendor supplemental forms, and the frustration that it has caused to go back to your…

Beth KnoxMarch 8, 2022

Operations Product

eDelivery Option Available for All Equitable VA Contracts

Equitable has announced that effective February 28, 2022 they are activating their eDelivery option for all Equitable variable annuity contracts, including Investment Edge®, Retirement…

Beth KnoxMarch 8, 2022

Prospecting & Marketing

Need Seminar Support? White Glove is an Approved Seminar Service

White Glove provides comprehensive seminar services to agents and Registered Representatives. How it WorksWhite Glove’s seminar services include the following: Pre-Event services including market…

Beth KnoxMarch 8, 2022

Advisory Solutions

March 2022 Fixed Income Commentary from Maple Capital

Maple Capital’s most recent fixed income commentary discusses the impact of world events on the fixed income market. Click here for the full commentary.…

Beth KnoxMarch 8, 2022