All Posts – Page 94 – Equity Services, Inc

Incentives

ESI Elite Symposium Rescheduled

ESI’s Elite Symposium is our annual educational conference that provides the opportunity to network and share ideas with your peers, hear from world class…

Beth KnoxJuly 28, 2020

Product

Beneco Retirement Platform for Contractors – Now Available!

ESI is happy to announce that Beneco and their retirement platform for prevailing wage employees is now available. This is an opportunity to work…

Beth KnoxJuly 28, 2020

Operations Product

Prudential Annuity Companies Now Approved for eSignature!

ESI is continuously working with our top vendors to discuss eSignature acceptance. As a result of these conversations, effective immediately, Prudential Annuity Companies are…

Beth KnoxJuly 28, 2020

Incentives

ESI Elite Symposium Rescheduled

ESI’s Elite Symposium is our annual educational conference that provides the opportunity to network and share ideas with your peers, hear from world class…

Beth KnoxJuly 21, 2020

Operations Technology

New National Life FIT Indexed Annuity Kits Now in Starting Point

Effective July 17th, paperwork kits for the four new NL FIT Indexed Annuity products were live in Starting Point. These new products include: FIT…

Beth KnoxJuly 21, 2020

Technology

Manage Your Business with Investigo

What can Investigo do?Investigo is ESI’s only approved consolidated statement provider. In addition to consolidated statements Investigo also includes held away data aggregation, performance…

Beth KnoxJuly 21, 2020

Prospecting & Marketing Training

Are You Benefiting from ESI’s Practice Management and Training Resources?

Stay Connected and Informed with ESI Resources ESI Rep Insights: A Conversation TogetherThis live series features ESI producers discussing best practices, challenges, and ideas…

Beth KnoxJuly 21, 2020

Advisory Solutions

Quarterly Diversification Scorecard from Envestnet PMC

From Envestnet PMC After record volatility and the quickest-ever decline into bear market territory during the first quarter, global equity markets roared back in…

Beth KnoxJuly 21, 2020

Advisory Solutions Product

Product Updates

Alternative Mutual Fund Lists – Approved and Watch List Updated for Q2 2020 The alternative mutual fund approved and watch lists have been updated. …

Beth KnoxJuly 15, 2020

Operations

IRS Issues Guidance on Waiver of 2020 Required Minimum Distributions (RMDs)

On June 23, 2020, the IRS issued Notice 2020-51 ("Notice") which provides guidance regarding the repayment of required minimum distributions ("RMDs") under the Coronavirus…

Beth KnoxJuly 15, 2020