jgepigon@nationallife.com – Equity Services, Inc

ESI x Snappy Kraken: Marketing Demo

We’re Expanding Your Marketing Toolkit! We’re thrilled to announce Snappy Kraken as an approved complete marketing system for ESI reps and advisors. Snappy Kraken is an award-winning marketing…

jgepigon@nationallife.comApril 22, 2025

Advisory Learning Library Tax/Estate Planning

ESI Partner Assetmark: Tax Management Services Overview and Demo

Join us for an important session presented by AssetMark, focusing on their comprehensive Tax Management Services. This webinar will dive into effective strategies for…

jgepigon@nationallife.comApril 22, 2025

Advisory Learning Library

ESI Meet the Strategists Series – Portfolio Management Consultants PMC

Don’t miss our upcoming session in the "Meet the Strategists" series, where we will explore the innovative approach of Active/Passive ETF Portfolios offered by…

jgepigon@nationallife.comApril 16, 2025

Learning Library Tax/Estate Planning Variable Annuities

ESI Partner Jackson: 2025 Tax Update – Advanced Strategies

Stay ahead in the ever-evolving landscape of tax regulations by joining our upcoming webinar on "2025 Tax Updates," presented by experts from Jackson National.…

jgepigon@nationallife.comApril 16, 2025

Advisory Learning Library

ESI Partner Envestnet: Leveraging the Power of SMAs and UMAs

Join us for a detailed exploration of Unified Managed Accounts (UMAs) in our upcoming webinar, presented by Bob Riggs, Regional Director at Envestnet. This…

jgepigon@nationallife.comMarch 27, 2025

Learning Library Tax/Estate Planning Variable Annuities

ESI Partner Transamerica: Beyond Money – The Rest of Retirement

Join us to explore 'Beyond Money - The Rest of Retirement' with our upcoming session led by experts from Transamerica. This presentation goes beyond…

jgepigon@nationallife.comMarch 27, 2025

Advisory Learning Library Practice Mgmt

ESI Partner Envestnet: Personalization at Scale

Join us for this session designed to help you unlock the full potential of PMC’s products and services to drive growth in your practice,…

jgepigon@nationallife.comMarch 27, 2025

Learning Library Practice Mgmt Variable Annuities

ESI Partner Equitable: Practice What you Preach

Join us for an insightful session hosted by Equitable, titled 'Practice What You Preach.’ This webinar will cover the essential practices that financial professionals…

jgepigon@nationallife.comMarch 10, 2025

Advisory Learning Library

ESI Partner AssetMark: Creating a Fee-Based Business

Join us for an enlightening session with Brian Posner, Business Consultant at AssetMark, as we explore the shift from transactional products to fee-based client…

jgepigon@nationallife.comMarch 9, 2025

Advisory Learning Library

ESI Meet the Strategists Series: Fidelity

Join us for this month’s session of the "Meet the Strategists" series, featuring Carlos Fragoso, Vice President, Model Portfolios, as he shares insights from…

jgepigon@nationallife.comMarch 9, 2025