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All Posts By

jgepigon@nationallife.com

ESI Partner Envestnet: Leading with Planning AdvisoryFinancial PlanningLearning LibraryPractice Mgmt

ESI Partner Envestnet: Leading with Planning

We invite you to watch our recording about an insightful session on adopting a planning-first approach, presented by Envestnet. This webinar, titled "Leading With…
jgepigon@nationallife.com
jgepigon@nationallife.comApril 29, 2025
ESI Partner Prudential: Tax Efficient Strategies in a Time of Uncertainty Learning LibraryTax/Estate PlanningVariable Annuities

ESI Partner Prudential: Tax Efficient Strategies in a Time of Uncertainty

We invite you to watch our recording on a crucial session hosted by Prudential on 'Investing in a Changing Tax Environment.' This presentation will…
jgepigon@nationallife.com
jgepigon@nationallife.comApril 29, 2025
ESI x Snappy Kraken: Marketing Demo Learning LibraryMarketing

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. We invite you to watch our…
jgepigon@nationallife.com
jgepigon@nationallife.comApril 22, 2025
ESI Partner Assetmark: Tax Management Services Overview and Demo AdvisoryLearning LibraryTax/Estate Planning

ESI Partner Assetmark: Tax Management Services Overview and Demo

We invite you to watch our recording on for an important session presented by AssetMark, focusing on their comprehensive Tax Management Services. This webinar…
jgepigon@nationallife.com
jgepigon@nationallife.comApril 22, 2025
ESI Meet the Strategists Series – Portfolio Management Consultants PMC AdvisoryLearning Library

ESI Meet the Strategists Series – Portfolio Management Consultants PMC

We invite you to watch our recording on an informative session in our "Meet the Strategists" series, where we will explore the innovative approach…
jgepigon@nationallife.com
jgepigon@nationallife.comApril 16, 2025
ESI Partner Jackson: 2025 Tax Update – Advanced Strategies Learning LibraryTax/Estate PlanningVariable Annuities

ESI Partner Jackson: 2025 Tax Update – Advanced Strategies

Stay ahead in the ever-evolving landscape of tax regulations by watching our recording of this webinar on "2025 Tax Updates," presented by experts from…
jgepigon@nationallife.com
jgepigon@nationallife.comApril 16, 2025
ESI Partner Envestnet: Leveraging the Power of SMAs and UMAs AdvisoryLearning Library

ESI Partner Envestnet: Leveraging the Power of SMAs and UMAs

We invite you to watch our recording on  a detailed exploration of Unified Managed Accounts (UMAs) in our webinar, presented by Bob Riggs, Regional…
jgepigon@nationallife.com
jgepigon@nationallife.comMarch 27, 2025
ESI Partner Transamerica: Beyond Money – The Rest of Retirement Learning LibraryTax/Estate PlanningVariable Annuities

ESI Partner Transamerica: Beyond Money – The Rest of Retirement

We invite you to watch our recording to explore 'Beyond Money - The Rest of Retirement' with our upcoming session led by experts from…
jgepigon@nationallife.com
jgepigon@nationallife.comMarch 27, 2025
ESI Partner Envestnet: Personalization at Scale AdvisoryLearning LibraryPractice Mgmt

ESI Partner Envestnet: Personalization at Scale

We invite you to watch our recording on this session designed to help you unlock the full potential of PMC’s products and services to…
jgepigon@nationallife.com
jgepigon@nationallife.comMarch 27, 2025
ESI Partner Equitable: Practice What you Preach Learning LibraryPractice MgmtVariable Annuities

ESI Partner Equitable: Practice What you Preach

We invite you to watch our recording on an insightful session hosted by Equitable, titled 'Practice What You Preach.’  This webinar covered the essential…
jgepigon@nationallife.com
jgepigon@nationallife.comMarch 10, 2025
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Third party articles are provided for your information only, and have neither been reviewed nor approved to be used with consumers.
Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.

Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.

The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.

ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.

Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.

Third party articles are for information only and have not been reviewed or approved for use with consumers

For Registered Representative Use Only – Not For Use With The Public
TC7606693(0225)3 | Privacy and Legal Information
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