Beth Knox – Page 76 – Equity Services, Inc

Product Updates

American Century Investments® C to A Class Auto Conversion UpdateIn August 2018, American Century Investments’ funds started converting C Class shares to A Class…

Beth KnoxDecember 8, 2020

Operations

NFS Annual Custody and Recordkeeping (Inactivity Fee)

National Financial Services will be applying their annual “inactivity fee” on December 31, 2020. The fee is charged once per year to accounts meeting…

Beth KnoxDecember 8, 2020

Prospecting & Marketing

There’s an Easier, Faster Way to Book Appointments with PickTime!

National Life Group is always looking for ways to help you find more efficient and smoother processes in your day-to-day business. Whether you’re meeting…

Beth KnoxDecember 8, 2020

Operations Technology

Coming Soon: MerrillConnect Platform Relaunch

National Life is excited to announce that very soon, the MerrillConnect forms and materials ordering platform will be relaunched. The improved user experience includes…

Beth KnoxDecember 8, 2020

Operations

Important Upcoming Dates

With the end of the year quickly approaching, please make note of the following important deadlines for business processing. Important Note: The Coronavirus Aid,…

Beth KnoxDecember 8, 2020

Operations

E-Delivery Promotion Winners Have Been Announced!

As stated in Field Notice 2020-30, increasing mailings mandated by regulators and increasing mailing costs have resulted in potential fees for clients who are still…

Beth KnoxDecember 2, 2020

Operations

Mark Your Calendar!

With the end of the year quickly approaching, please make note of the following important deadlines for business processing. Important Note: The Coronavirus Aid,…

Beth KnoxDecember 1, 2020

Product

Important Transamerica Updates: Changes to Products and Required Paperwork Effective 12/7!

Transamerica is committed to providing your clients with retirement income solutions they can count on, now and in the future. Given the current market,…

Beth KnoxDecember 1, 2020

Product

Nationwide Defined Protection Annuity is Now Available!

The Nationwide Defined Protection Annuity is a single purchase payment deferred variable annuity, (VA) contract issued by Nationwide Life Insurance Company. This VA is…

Beth KnoxDecember 1, 2020

Operations

Happy Thanksgiving!

ESI is closed on Thanksgiving Day - Thursday November 26th, and will re-open for a limited day on Friday November 27th with phone operating…

Beth KnoxNovember 24, 2020