Mallorie Manosh – Equity Services, Inc

Operations

Suitability Spotlight #4: Every Word Counts

Just like a misplaced comma on a bank statement can cause confusion, a misplaced word in your sales rationale can create unintended expectations and…

Mallorie ManoshJuly 30, 2026

Advisory Solutions Operations

Upcoming eDelivery Campaign to Clients

During the week of August 3rd, your clients will receive an email inviting them to enroll in eDelivery for their Online Brokerage Account. This…

Mallorie ManoshJuly 30, 2026

Compliance & Licensing

2026 Continuing Education Requirements Reminders

Your continuing education requirements for 2026 are available! Field Notices 2026-01 and 2026-17 explain this year’s continuing education program and how to access the various elements. …

Mallorie ManoshJuly 30, 2026

Product

Now Available: Lincoln OptiBlend® Income 7 & Income 10

ESI is pleased to announce that Lincoln OptiBlend® Income 7 and Lincoln OptiBlend® Income 10 have been approved and are now available. These fixed indexed annuities…

Mallorie ManoshJuly 16, 2026

Advisory Solutions Firm Update Prospecting & Marketing Strategic Partners Training

Get A Sneak Peek: BDC Agenda Highlights

Get a sneak peek at the speakers, sessions, and industry leaders joining us this September. We're excited to share a first look at the…

Mallorie ManoshJuly 16, 2026

Firm Update

National Life Recognized Among Ward’s Top 50

National Life has once again been named one of Ward's Top 50 Life & Health Insurance Companies, an independent recognition of outstanding financial performance,…

Mallorie ManoshJuly 16, 2026

Firm Update

Active Now: Bank Deposit Sweep Program (BDSP) is default cash sweep option for all newly opened eligible accounts.

This is a reminder that beginning today, July 15, 2026, the Bank Deposit Sweep Program (BDSP) will become the default cash sweep option for all newly opened…

Mallorie ManoshJuly 15, 2026

Best Practices Operations

Multi Account Opening eSign Best Practices

With the transition to FMAX earlier this year, ESI introduced the ability to open multiple accounts within a single proposal and send them together…

Mallorie ManoshJuly 1, 2026

Firm Update Operations

Register Now: Bank Deposit Sweep Program Advisor Overview

ESI is introducing a new Bank Deposit Sweep Program (BDSP) for eligible brokerage accounts. Join us for a high-level overview of this important enhancement…

Mallorie ManoshJuly 1, 2026

Firm Update Training

New for 2026: Get Early Access to BDC

If you've attended BDC before, you're used to arriving mid-afternoon in time for the welcome reception. This year is different. New for 2026: BDC…

Mallorie ManoshJuly 1, 2026