Beth Knox – Page 89 – Equity Services, Inc

Client Resources and Best Practices from Brinker Capital

Resources for IARs Brinker Capital Market BarometerThe Brinker Capital Market Barometer is a monthly assessment of different factors that impact market performance.Pick a letter,…

Beth KnoxJune 3, 2020

Operations Product

529 Accounts Now Available in Brokerage

The 529 Plan Brokerage Account Application is now available in Merrill Forms and Quik/Docupace. Docupace Starting Point Forms kits have been established to incorporate…

Beth KnoxJune 2, 2020

Operations Strategic Partners

National Life (NL) Indexed Annuities Now eligible for eSign Through DocuSign!

ESI is continuously working with our top vendors to discuss eSignature acceptance. As a result of these conversations and the lessons learned through a…

Beth KnoxMay 26, 2020

Operations

Check Image Display in Wealthscape℠ & Wealthscape Investor℠

Beginning with the April release of the Wealthscape and Wealthscape Investor portal, users are now able to view and print/save images of checks for…

Beth KnoxMay 26, 2020

Training

Upcoming Training

Presented by ESITuesday, June 2, 2020 at 4:00pm ESTDocupace - Using Starting Point with Electronic & Wet SignatureClick here to register. Presented by ESIThursday,…

Beth KnoxMay 26, 2020

Compliance & Licensing

Pre-Clearance of Political Contributions

Click here to view FN2020-15: Pre-Clearance of Political Contributions TC114782(0520)1

Beth KnoxMay 26, 2020

Product

Prudential FlexGuard Variable Annuity – Approved for Sale

ESI is happy to announce that the Prudential FlexGuard, indexed variable annuity has been approved for sale. FlexGuard indexed variable annuity offers a choice…

Beth KnoxMay 26, 2020

Advisory Solutions

Lance Reihl to Retire

CEO Mehran Assadi announced a transition at Equity Services, Inc. It is with mixed emotion that I announce the retirement of ESI President &…

Beth KnoxMay 20, 2020

Incentives

Congratulations to ESI’s Award Winners!

ESI’s top producers for 2019 were honored during National Life’s first ever virtual ceremony last week. Presented by ESI CEO and President, Lance Reihl,…

Beth KnoxMay 19, 2020

Operations

Updates from Fidelity Clearing and Custody Solutions Updates

Revisions to 4311 Welcome Letter, New Account Profile and Revise Account Profile Letters Important Notice 20-59As of May 12, new 4311 Welcome Letter, NAP…

Beth KnoxMay 19, 2020