Beth Knox – Equity Services, Inc

Product

Now Available: Securian SecureLink Chronic Illness Access FIA

ESI is pleased to announce that Securian SecureLink Chronic Illness Access has been approved and is now available. SecureLink Chronic Illness Access is a…

Beth KnoxOctober 22, 2026

Product Training

More Annuity Flexibility Is Here

On Monday, October 26, National Life Group launched enhancements to the Fixed Indexed Annuities (FIAs) and RetireMax Secure Multi-Year Guaranteed Annuity (MYGA) to now offer…

Beth KnoxOctober 22, 2026

Training

TOUCHSTONE | PRACTICE MANAGEMENT SERIES: Build a Better Practice. Not Just a Bigger One.

TOUCHSTONE | PRACTICE MANAGEMENT SERIES Build a Better Practice. Not Just a Bigger One. Three conversations. Three actionable tools. One goal: Sustainable growth. Wednesday's,…

Beth KnoxOctober 22, 2026

Operations

Planned Remote Check Deposit Outage for Maintenance

Update from Fidelity: Alert 7424352 The Remote Check Deposit (RCD) application will be down from Saturday, October 24 at 8am EST to 9am EST…

Beth KnoxOctober 22, 2026

Operations

SEC eDelivery Modernization: Preparing for Potential Changes and Helping Clients Save Today

The Securities and Exchange Commission (SEC) is reviewing proposed changes to modernize electronic delivery requirements for investor communications. The proposed framework would expand the…

Beth KnoxOctober 22, 2026

Advisory Solutions

Understanding the Bank Deposit Sweep Program

Understanding the Bank Deposit Sweep Program Managing legacy SPAXX and FDRXX core positions after the transition to QTNFQ AT A GLANCE: New cash is…

Beth KnoxOctober 8, 2026

Product

National Life Group Fixed Indexed Annuity Rate Change

Update from National Life Group Effective immediately, cap rates for the S&P 500® 1-year point-to-point index crediting option have increased for Zenith Growth single…

Beth KnoxOctober 6, 2026

Market Updates

Introducing the Fourth Quarter Economic and Market Update

From J.P. Morgan: Watch Dr. David Kelly, Chief Global Strategist of J.P. Morgan, as he highlights major themes and concerns impacting investors and their…

Beth KnoxOctober 6, 2026

Operations

POSTPONED: Important Trading Change – Enhanced Buying Power Controls

The National Financial Services (NFS) enhancement to Buying Power controls for ESI brokerage accounts, originally scheduled to take effect October 16, 2026, has been…

Beth KnoxOctober 6, 2026

Best Practices Operations Technology

RightBRIDGE Annuity Wizard — Available Now at No Cost to You

ESI continues to invest in technology designed to make it easier to do business. The latest addition to our technology ecosystem, RightBRIDGE Annuity Wizard,…

Beth KnoxOctober 6, 2026