Beth Knox – Page 89 – Equity Services, Inc

UPDATE: Form CRS Acknowledgement Requirements

Field Notice 2020-27Field Notice 2020-23: Form CRS Acknowledgement, issued on 6/23/2020, discusses the instances when the new Acknowledgement of Form CRS Delivery is required.…

Beth KnoxAugust 4, 2020

Compliance & Licensing Operations

REMINDER: Annuities in Qualified Accounts

Field Notice 2020-28With the recent implementation of Regulation Best Interest, ESI is reminding reps that the use of annuities within qualified accounts is generally…

Beth KnoxAugust 4, 2020

Advisory Solutions

Virus Market Special Update from JA Forlines

From JA ForlinesThis month, we continue to revisit our Virus Crisis Exit Playbook, which we have had in place since late March and will…

Beth KnoxAugust 4, 2020

Prospecting & Marketing

Updated Financial Risk Management Client Seminar

The Financial Risk Management client seminar addresses the question, “How do you manage 30 years of retirement?”. Focusing on three primary areas of risk,…

Beth KnoxJuly 28, 2020

Advisory Solutions

Tapping into Maple: Worried about the upcoming election? Don’t be…

As investors, we are trained to be on the lookout for the next risk headed towards our portfolios. The human brain has evolved over…

Beth KnoxJuly 28, 2020

Incentives

ESI Elite Symposium Rescheduled

ESI’s Elite Symposium is our annual educational conference that provides the opportunity to network and share ideas with your peers, hear from world class…

Beth KnoxJuly 28, 2020

Product

Beneco Retirement Platform for Contractors – Now Available!

ESI is happy to announce that Beneco and their retirement platform for prevailing wage employees is now available. This is an opportunity to work…

Beth KnoxJuly 28, 2020

Operations Product

Prudential Annuity Companies Now Approved for eSignature!

ESI is continuously working with our top vendors to discuss eSignature acceptance. As a result of these conversations, effective immediately, Prudential Annuity Companies are…

Beth KnoxJuly 28, 2020

Incentives

ESI Elite Symposium Rescheduled

ESI’s Elite Symposium is our annual educational conference that provides the opportunity to network and share ideas with your peers, hear from world class…

Beth KnoxJuly 21, 2020

Operations Technology

New National Life FIT Indexed Annuity Kits Now in Starting Point

Effective July 17th, paperwork kits for the four new NL FIT Indexed Annuity products were live in Starting Point. These new products include: FIT…

Beth KnoxJuly 21, 2020