Beth Knox – Page 80 – Equity Services, Inc

Product

Some News from Transamerica

At Aegon and Transamerica, we take pride in our mission of helping customers achieve a lifetime of financial security. This is an ambition to…

Beth KnoxDecember 15, 2020

Prospecting & Marketing

Did You Notice Merrill’s New Look?

You may have noticed that Merrill is looking a bit more modern these days! We want to make sure you can still find that…

Beth KnoxDecember 15, 2020

Advisory Solutions

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