All Posts – Page 59 – Equity Services, Inc

Product

Equitable Structured Capital Strategies Income Variable Annuity Now Available

ESI is pleased to announce that Equitable’s Structured Capital Strategies Income, (SCS Income) variable annuity is now available. SCS Income is a registered indexed…

Beth KnoxJanuary 18, 2022

Product

Alternative Mutual Fund Lists

Approved and Prohibited Alternative Mutual Funds The purchase of Alternative Mutual Funds that include inverse and leveraged strategies is not permitted. To assist with…

Beth KnoxJanuary 18, 2022

Operations

Reminder: Form Requirement Reduction

In an effort to reduce the number and complexity of forms, ESI has revised the Entity Profile (EP) to include the relevant signing authority…

Beth KnoxJanuary 18, 2022

Product

One America Indexed Annuity Care- Now Available

ESI is pleased to announce that One America’s Indexed Annuity Care – fixed indexed annuity with long term care benefits is now available. This…

Beth KnoxJanuary 18, 2022

Advisory Solutions Compliance & Licensing

Form ADV Part 2A and Part 2A-Appendix 1 Updates

Effective January 12, 2022, ESI Financial Advisors (“EFA” or “the Firm”) has amended its Forms ADV Part 2A (ES0408) and ADV Part 2A-Appendix 1…

Beth KnoxJanuary 18, 2022

Operations

Holiday Hours

The markets and ESI will closed on Monday January 17th in observance of the Martin Luther King, Jr. holiday. TC125018(0122)1

Beth KnoxJanuary 11, 2022

Compliance & Licensing Operations

Reminder: Customer Agreement Amendment Effective January 31st

ESI amended its Customer Agreement and Disclosure (“Agreement”) form to comply with elements of Prohibited Transaction Exemption (PTE) 2020-02, which will go into effect…

Beth KnoxJanuary 11, 2022

Prospecting & Marketing

In Case You Missed It: Measuring and Monitoring Performance Resources

What’s your process?catalog #104714 This flyer focuses on the performance monitoring process and resources to help you develop your monitoring process. Monitoring Performancecatalog #106143…

Beth KnoxJanuary 11, 2022

Strategic Partners Training

Sign Up Today! ESI Leadership Call and Pacific Life Product Launch!

Introduction to Pacific Life As announced earlier, Pacific Life has joined ESI’s Strategic Partner Program, making their variable annuities now eligible for qualified and…

Beth KnoxJanuary 4, 2022

Best Practices Training

Introducing the ESI Partner Experience Group!

In recognition of our recent sales growth, the new products and programs launched, the new technologies implemented and the recruiting results that we have…

Beth KnoxJanuary 4, 2022