Beth Knox – Page 82 – Equity Services, Inc

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

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 KnoxJanuary 26, 2021

Advisory Solutions

Illuminations 2.0: ETF Video Spotlight

As we get closer to the implementation of Illuminations 2.0 and bundled pricing, members of ESI’s Business Development team have shared some of the future Illuminations…

Beth KnoxJanuary 26, 2021

Advisory Solutions Prospecting & Marketing

Into the Unknown

Brinker Capital’s Chief Behavioral Officer, Dr. Daniel Crosby, digs into why we hate uncertainty—something we have all had to deal with over the past…

Beth KnoxJanuary 26, 2021

Advisory Solutions Product

Invesco Fund Mergers

In a meeting held on January 22, 2021, the Board of Trustees for the Invesco Funds unanimously approved an Agreement and Plan of Reorganization…

Beth KnoxJanuary 26, 2021

Product

Alternative Mutual Funds – Quarterly Update

The alternative mutual funds Approved, Watch and Restricted lists have been updated. The links to the current lists are listed below. If you have…

Beth KnoxJanuary 26, 2021

Prospecting & Marketing

Congratulations to Our ESI Elite Symposium Qualifiers!

Congratulations to this year’s ESI Elite Symposium Qualifiers! The following Reps have qualified for ESI’s annual conference in New Orleans! The following Agencies have…

Beth KnoxJanuary 19, 2021

Prospecting & Marketing

ESI Elite Symposium Qualifications for Our 2022 Event

You’ve seen the list of qualifiers that will join us at the Ritz Carlton in New Orleans later this year for the 2021 Elite…

Beth KnoxJanuary 19, 2021