All Posts – Page 84 – Equity Services, Inc

Operations

Important Upcoming Dates

With the end of the year quickly approaching, please make note of the following important deadlines for business processing. Important Note: The Coronavirus Aid,…

Beth KnoxDecember 8, 2020

Operations

E-Delivery Promotion Winners Have Been Announced!

As stated in Field Notice 2020-30, increasing mailings mandated by regulators and increasing mailing costs have resulted in potential fees for clients who are still…

Beth KnoxDecember 2, 2020

Operations

Mark Your Calendar!

With the end of the year quickly approaching, please make note of the following important deadlines for business processing. Important Note: The Coronavirus Aid,…

Beth KnoxDecember 1, 2020

Product

Important Transamerica Updates: Changes to Products and Required Paperwork Effective 12/7!

Transamerica is committed to providing your clients with retirement income solutions they can count on, now and in the future. Given the current market,…

Beth KnoxDecember 1, 2020

Product

Nationwide Defined Protection Annuity is Now Available!

The Nationwide Defined Protection Annuity is a single purchase payment deferred variable annuity, (VA) contract issued by Nationwide Life Insurance Company. This VA is…

Beth KnoxDecember 1, 2020

Operations

Happy Thanksgiving!

ESI is closed on Thanksgiving Day - Thursday November 26th, and will re-open for a limited day on Friday November 27th with phone operating…

Beth KnoxNovember 24, 2020

Product

Product Updates

Nationwide Define Protection Annuity, DPA Variable Annuity Now AvailableThe Nationwide Defined Protection Annuity is a single purchase payment deferred variable annuity, (VA) contract issued…

Beth KnoxNovember 24, 2020

Product Strategic Partners

New Transamerica Sales Map Now Available

Transamerica has a newly updated sales map – click here to download it. TC118266(1120)1

Beth KnoxNovember 24, 2020

Operations Technology

Final ESI eDelivery Raffle Qualifiers

As you know, to increase our e-delivery client subscribers, ESI is sponsoring a raffle for both registered representatives and non-registered fingerprinted (NRF) persons- click here for…

Beth KnoxNovember 23, 2020

Operations

It’s That Time of Year Again!

Year End Dates and Reminders – Brokerage Operations With the end of the year quickly approaching, please make note of the following important deadlines…

Beth KnoxNovember 23, 2020