Beth Knox – Page 53 – Equity Services, Inc

Operations

Improved eSignature Process in Docupace!

Effective immediately, before sending an item for eSignature, you will have an opportunity to choose a comprehensive review of the forms, adjust existing tags,…

Beth KnoxMarch 15, 2022

Product Training

Save the Date for This Pacific Life Webcast!

STATE OF THE CONSUMER: With a Focus on Women, Money, and Retirement Be one of the first to hear how consumers currently feel about…

Beth KnoxMarch 15, 2022

Operations Technology

Improved eSignature Process in Docupace

We have heard your feedback around missing eSignatures on vendor supplemental forms, and the frustration that it has caused to go back to your…

Beth KnoxMarch 8, 2022

Operations Product

eDelivery Option Available for All Equitable VA Contracts

Equitable has announced that effective February 28, 2022 they are activating their eDelivery option for all Equitable variable annuity contracts, including Investment Edge®, Retirement…

Beth KnoxMarch 8, 2022

Prospecting & Marketing

Need Seminar Support? White Glove is an Approved Seminar Service

White Glove provides comprehensive seminar services to agents and Registered Representatives. How it WorksWhite Glove’s seminar services include the following: Pre-Event services including market…

Beth KnoxMarch 8, 2022

Advisory Solutions

March 2022 Fixed Income Commentary from Maple Capital

Maple Capital’s most recent fixed income commentary discusses the impact of world events on the fixed income market. Click here for the full commentary.…

Beth KnoxMarch 8, 2022

Advisory Solutions Compliance & Licensing

Exclusion of Certain Cash Balances From Advisory Fee Calculations

Effective April 1st, 2022 assets designated as “Protected Cash” on the Illuminations platform and those in a “Holding Money Market” account at SEI, will…

Beth KnoxMarch 8, 2022

Best Practices Training

Did You Miss the ESI 2022 Kick Off?

A couple of weeks ago, ESI's Leadership Team gathered with the field to kick off 2022 and recap the close to 2021. Check out the…

Beth KnoxMarch 1, 2022

Compliance & Licensing

Investment Adviser Representative CE Requirements

Effective January 1, 2022, certain states have adopted rules requiring continuing education (“CE”) for Investment Adviser Representatives (“IAR’s”) registered in their jurisdiction. The states…

Beth KnoxMarch 1, 2022

Prospecting & Marketing

Risk, Not Volatility, Is the Real Enemy

“On days when the market has dropped recently, what has been your strategy?” This article from Morningstar dives into the difference between risk and…

Beth KnoxMarch 1, 2022