All Posts – Page 66 – Equity Services, Inc

Dept. of Labor (DOL) Info Session Webinars! Sign up TODAY!

DOL Update for ESI Registered RepresentativesHosted by DOL Strategy Team Interested in learning more about potential impact points of the new DOL regulations and…

Beth KnoxSeptember 21, 2021

Product

Reminder: SAVA 5 is Sunsetting

National Life is sunsetting the Sentinel Advantage Variable Annuity (SAVA) in October. The last day to submit an application is October 1.Cases must be…

Beth KnoxSeptember 21, 2021

Advisory Solutions

Maple Capital and Imagine Dragons say “It’s Time”

If you were away in August, you didn’t miss much. For the month, Treasury yields changed very little, with most points along the curve increasing…

Beth KnoxSeptember 14, 2021

Operations

2021 Premiere Select Retirement Accounts: Annual Maintenance Fee Cycle

Summary National Financial Services will be charging Premiere Select Retirement accounts the annual $40.00 retirement maintenance fee on November 22nd, 2021. How can I…

Beth KnoxSeptember 14, 2021

Advisory Solutions

ESI Illuminations Platform Enhancements

ESI Illuminations is ESI’s largest advisory platform and has grown in total assets under management to a record $1.6B. To help continue this growth,…

Beth KnoxSeptember 14, 2021

Operations Technology

ESI Introduces Portfolio Quick Check Tool through Wealthscape

Available 24/7, Fidelity Portfolio Quick Check instantly gives you tailored, actionable portfolio analysis and insights—simply and seamlessly. This online, self-serve tool offers you a…

Beth KnoxSeptember 14, 2021

Advisory Solutions Technology

ESI Introduces Portfolio Quick Check Tool through Wealthscape

Available 24/7, Fidelity Portfolio Quick Check instantly gives you tailored, actionable portfolio analysis and insights—simply and seamlessly. This online, self-serve tool offers you a…

Beth KnoxAugust 31, 2021

Best Practices

Congratulations to Chris Huchro and Mike Teddy!

At National Life, our values to Do good. Be good. Make good. don’t remain within our walls. They extend through the thousands of agents who we…

Beth KnoxAugust 31, 2021

Operations

2021 Premiere Select Retirement Account Annual Maintenance Fee Cycle

SummaryNational Financial Services will be charging Premiere Select Retirement accounts the annual $40.00 retirement maintenance fee on November 22nd, 2021. How can I avoid…

Beth KnoxAugust 31, 2021

Operations

Labor Day Holiday

The Markets and ESI will be closed on Monday, Sept. 6 in observance of the Labor Day holiday. Normal hours will resume on Tuesday,…

Beth KnoxAugust 31, 2021