Beth Knox – Page 39 – Equity Services, Inc

Leadership Update Call Replay is Now Available!

ESI’s Senior Leadership call covered a review of the activities, results, and market impact of Q2, while providing insight into what lies ahead through…

Beth KnoxAugust 23, 2022

Product

Brighthouse Shield Level Pay Plus Variable Annuity Now Available!

ESI is happy to announce that the Brighthouse Shield Level Pay Plus variable annuity is now available. This is a registered index linked annuity,…

Beth KnoxAugust 23, 2022

Operations

Incorporate Beneficiary Reviews into Your Practice

Below is a list of common financial products, accounts, and items to keep in mind when doing a beneficiary review as well as client…

Beth KnoxAugust 23, 2022

Advisory Solutions

Factors Perform As Expected in Q2, Except for Quality

Rewarded risk factors are recognized as a fundamental component of equity returns. Envestnet | PMC believes that the most robust among the studied risk…

Beth KnoxAugust 23, 2022

Compliance & Licensing Prospecting & Marketing

Lead Generation Services Reminder

Field Notice 2022-19Lead services may be as simple as purchasing a list of leads. However, some may be more elaborate. For example, there are…

Beth KnoxAugust 23, 2022

Advisory Solutions Best Practices

Morningstar: Is it too late to add inflation protection to your portfolio?

High inflation readings are hurting consumers, and they have also sent investors scrambling to ensure that their portfolios are protected against the ravages of…

Beth KnoxAugust 16, 2022

Incentives

Shout Out to Our July Leaders!

Let's Celebrate From Annuity sales to Advisory sales to Recruiting, ESI's Leaders for the month of July deserve a SHOUT OUT! Welcome to…

Beth KnoxAugust 16, 2022

Compliance & Licensing

Cash and Non-Cash Compensation Rules

Cash & Non-Cash Compensation In an effort to limit the possible conflicts of interest that may arise in connection with the sale and distribution…

Beth KnoxAugust 16, 2022

Compliance & Licensing

Do You Have Any Outside Business Activities (OBAs)?

FINRA defines an outside business activity (“OBA”) as being an employee, independent contractor, sole proprietor, officer, director or partner of another person, or being…

Beth KnoxAugust 16, 2022

Incentives

You Still Have Time to Qualify!

In 2022 ESI qualifiers enjoyed the beautiful Utah mountains in Park City. In 2023 we’ll head further west and enjoy the surf and sand…

Beth KnoxAugust 9, 2022