apaquette@nationallife.com – Page 2

ESI Partner Assetmark: Capturing and Retaining Assets – Engaging Current Clients and the Next Generation

We invite you to watch our recording on an informative session hosted by our partners from Assetmark. Watch the replay of this enlightening session…

apaquette@nationallife.comJuly 8, 2025

Learning Library Variable Annuities

ESI Partner Transamerica: Talking to America – Language of the Customer

We invite you to watch our recording on an informative session hosted by our partners from Transamerica. Watch the replay of this transformative session…

apaquette@nationallife.comJuly 8, 2025

Learning Library Tax/Estate Planning Variable Annuities

ESI Partner Equitable: Share Your Love Family Discussion Guide

We invite you to watch our recording on an informative session hosted by our partners from Equitable. Watch the replay of the "Share Your…

apaquette@nationallife.comJuly 8, 2025

Advisory Solutions Learning Library Prospecting & Marketing

ESI Partner Assetmark: Successful Prospecting Strategies

We invite you to watch our recording on an informative session hosted by our partners from Assetmark. This useful session dives into the crucial…

apaquette@nationallife.comJuly 8, 2025

Learning Library Tax/Estate Planning Variable Annuities

ESI Partner Prudential: Benefits of Funding Trusts with Annuities

We invite you to watch our recording on an informative session hosted by our partners from Prudential. Dive into the intricacies of legacy planning…

apaquette@nationallife.comJune 18, 2025

Learning Library Tax/Estate Planning Variable Annuities

ESI Partner Lincoln: All in the Family – Multigenerational Income Planning

We invite you to watch our recording on an informative session hosted by our partners from Lincoln Financial. There’s a great deal at stake…

apaquette@nationallife.comJune 18, 2025

Financial Planning Learning Library Practice Mgmt

ESI Partner MoneyGuide: The Importance of Financial Planning

We invite you to watch our recording on an informative session hosted by our partners from Envestnet-MoneyGuide going over the importance of Financial Planning…

apaquette@nationallife.comJune 18, 2025

Learning Library Tax/Estate Planning Variable Annuities

ESI Partner Jackson: 2025 Tax Playbook

We invite you to watch our recording on an informative session focusing on estate planning, presented by Jackson National. This webinar will provide a…

apaquette@nationallife.comApril 29, 2025

Advisory Learning Library

ESI Meet the Strategists Series – Horizon Investments

We invite you to watch our recording on our "Meet the Strategists" series, where we're excited to feature Horizon Investments. This session will explore…

apaquette@nationallife.comApril 29, 2025

Advisory Financial Planning Learning Library Practice Mgmt

ESI Partner Envestnet: Leading with Planning

We invite you to watch our recording about an insightful session on adopting a planning-first approach, presented by Envestnet. This webinar, titled "Leading With…

apaquette@nationallife.comApril 29, 2025