Beth Knox – Page 40 – Equity Services, Inc

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

Advisory Solutions

SMA Webinar Recording Now Available!

Did you miss the webinar on the new Separately Managed Accounts (SMAs) available in ESI Illuminations? We have the recordings for you!Click here for…

Beth KnoxAugust 9, 2022

Operations

Not Out of the Woods…Yet

“Major stock indices crossed some key technical thresholds, and interest rates and commodities pulled back sharply as economic concerns really start to pile up…

Beth KnoxAugust 9, 2022

Product

NFS Premiere Select Health Savings Account (HSA) Now Available in ESI Illuminations

Health Savings Accounts (HSAs) with a balance of $10,000 or more can now be managed on the ESI Illuminations platform! Whether or not this…

Beth KnoxAugust 9, 2022

Compliance & Licensing

In Case You Missed It….

Click here for the most recent edition or Compliance Alliance. TC128165(0822)1

Beth KnoxAugust 9, 2022

Operations

Service First: ESI’s Phone Tree Has Been Enhanced!

As we communicated previously, ESI’s phone tree has been enhanced to be more responsive and efficient, and the changes are now live! Select by…

Beth KnoxAugust 3, 2022

Compliance & Licensing

Firm WSPs Have Been Updated!

ESI Written Supervisory Procedures Update ESI continually reviews its Written Supervisory Procedures (“WSP”) in accordance with regulatory and business requirements. Effective June 30, 2022,…

Beth KnoxAugust 3, 2022

Compliance & Licensing Product Training

Reminders: Alternative Mutual Funds & Google Chromebooks with Entreda

Approved and Prohibited Alternative Mutual Funds The purchase of Alternative Mutual Funds that include inverse and leveraged strategies is not permitted. To assist with…

Beth KnoxAugust 3, 2022

Advisory Solutions

Envestnet PMC: Quarterly Commentary for Flagship Program

Volatility reigned supreme in the second quarter, putting investors’ fortitude to a test. Stubbornly high inflation, sharp increases in interest rates, rising recession risks,…

Beth KnoxAugust 3, 2022

Product

Pacific Life: Top 5 Reasons!

The top five reasons to consider a Pacific Choice® 2 variable annuity with the optional benefit Investment Guard and optional beneficiary protection: Growth, Protection,…

Beth KnoxAugust 3, 2022