Beth Knox – Page 72 – Equity Services, Inc

Updated Info for Symmetry Partners

For updated Symmetry information that includes a new sales map and practice management resources, see the ESI Illuminations platform. You’ll find updated materials under…

Beth KnoxFebruary 17, 2021

Advisory Solutions

Reminder: Get Ready for ESI Illuminations 2.0!

Over the past month members of ESI’s Business Development team have been sharing videos about the upcoming changes to the ESI Illuminations platform. While…

Beth KnoxFebruary 9, 2021

Product

Transamerica Annuity Product and Rider Closures

Communication from Transamerica: ANNUITY PRODUCT AND RIDER CLOSURESYou deserve a product partner that is dedicated to delivering and maintaining solutions that evolve with the…

Beth KnoxFebruary 9, 2021

Prospecting & Marketing

Save the Date for ESI Rep Insights – 2021 Episode 1

Please join us for the first installment of the 2021 ESI Rep Insights Series. This series began in 2020 as a forum for ESI…

Beth KnoxFebruary 9, 2021

Operations

Holiday Hours

The Market and ESI will be closed on Monday, February 15th in observance of the President’s Day holiday. Normal hours will resume on Tuesday,…

Beth KnoxFebruary 9, 2021

Advisory Solutions Technology

The Impact of Life Insurance in a Financial Plan – Booklet Now Available through Money Guide Pro

How does Life Insurance impact a financial plan? Money Guide has just introduced a new booklet to help advisors understand the opportunities and to…

Beth KnoxFebruary 9, 2021

Advisory Solutions

ESG Investing for Advisors: Having Better Conversations with Clients

With Interest in ESG surging advisors can benefit when they engage with investors about their values and goals. Key Takeaways: • Interest in ESG…

Beth KnoxFebruary 2, 2021

Advisory Solutions

ESI Illuminations Business Development Credit Program Payment

The ESI Illuminations Business Development Credit Program provides additional compensation to Advisors with $5 Million or more in Average Daily Balance of Assets Under…

Beth KnoxFebruary 2, 2021

Strategic Partners

Updated Sales Maps for Nationwide and Brighthouse!

Click Here for Brighthouse contact information. Click Here for Nationwide contact information. Looking for other partner’s contact information? We keep the most up to…

Beth KnoxFebruary 2, 2021

Advisory Solutions

Revenue Sharing Disclosure Update and Annual Client Contact Documentation

Revenue Sharing Disclosure Update In accordance with the annual update requirement of DOL Rule 408(b)(2), ESI has posted its updated revenue sharing arrangement disclosure…

Beth KnoxFebruary 2, 2021