All Posts – Page 7 – Equity Services, Inc

Joe Theismann to Headline the ESI Elite Symposium, Four Seasons Nashville

ESI is honored to welcome Joe Theismann as the 2024 Elite Symposium Keynote Speaker, presenting “Game Plan for Success”.The ESI Elite Symposium - An…

Beth KnoxJune 18, 2024

Advisory Solutions

Docupace Upgrade: Greater Efficiency with Direct Business Items

Docupace New Account Widget Update – Work Item Sync for Direct Business We are excited to announce a significant update to our Docupace system…

Mallorie ManoshJune 18, 2024

Advisory Solutions

Introducing the ESI Hub

A New User-Friendly Agent Portal Experience for All Things ESI!You asked, we delivered. Our goal has always been to provide the best possible user…

Beth KnoxJune 18, 2024

Prospecting & Marketing

Announcing New Digital Recruiting Resources

As you recruit to your team, utilize the new Equity Services, Inc. Digital Pitchbook and the National Life Digital Pitchbook as your follow up.…

Beth KnoxJune 18, 2024

Advisory Solutions

ESI Compliance Field Notice: Inadvertent Receipt of Client Assets

Important reminder: Equity Services, Inc. (ESI) is not permitted to hold client assets such as security/stock certificates and funds, or to act in any…

Mallorie ManoshJune 18, 2024

Advisory Solutions

Elevate Your Practice with Our New Study Group Series

ESI is thrilled to announce the launch of three new study group series, each tailored to address the unique needs and challenges of financial…

Beth KnoxJune 13, 2024

Product

Important Notice from Touchstone Investments

Reminder: The Touchstone International Growth Fund will merge into Touchstone Sands Capital International Growth Equity Fund, effective June 21, 2024.From Touchstone Investments:“On February 15,…

Beth KnoxJune 13, 2024

Advisory Solutions

ESI Closed Wednesday, June 19th, in Observance of Juneteenth Holiday

National Life Group and ESI – along with the NYSE and NASDAQ - will be closed on Wednesday, June 19th, in observance of Juneteenth…

Beth KnoxJune 13, 2024

Advisory Solutions

Congratulations to ESI’s Circle of Excellence

Reserved for our top twenty-five producers, membership in the ESI Circle of Excellence* represents dedication, knowledge, and exceptional success! Congratulations to our 2024 members!…

Mallorie ManoshJune 13, 2024

Advisory Solutions

Are You Still Scheduling Appointments?

Maximize your efficiency and streamline client interactions with Calendly - a dynamic scheduling tool that eliminates the back-and-forth of meeting coordination, freeing up your…

Mallorie ManoshJune 4, 2024