Mallorie Manosh – Equity Services, Inc

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

Advisory Solutions

Advisory Fee Payments Coming Soon

Here are a few reminders and new information regarding upcoming advisory fee payments from Illuminations and our Direct Money Managers: Quarterly Advisory fees are…

Mallorie ManoshJuly 1, 2026

Prospecting & Marketing Technology

New Approved Lead Generation Solution: Planswell

Finding qualified prospects and creating meaningful first conversations remains one of the biggest challenges facing financial professionals today. That's why ESI is pleased to…

Mallorie ManoshJune 17, 2026

Product Strategic Partners

Expanding Advisor Choice with Sammons Retirement Solutions

More Solutions. More Choice. Meet ESI's Newest Strategic Partner. ESI is pleased to welcome Sammons Retirement Solutions® (SRS) as our newest strategic partner, expanding…

Mallorie ManoshJune 17, 2026

Prospecting & Marketing

Resource Spotlight: Depositing Money Into Your ESI Brokerage Account

Did you know ESI has a client-friendly flyer available that walks clients through the various ways they can deposit money into their brokerage account?…

Mallorie ManoshMay 30, 2026

Training

Your Seat Awaits: Register for BDC 2026

Registration is now open for the 2026 Business Development Conference! Join us as we bring together financial professionals, industry experts, strategic partners, and ESI…

Mallorie ManoshMay 30, 2026

Firm Update Operations

Updated ERISA Disclosure Guidance Now Available

To help ensure the correct documentation is used for qualified plan business, ESI Suitability has updated its guidance regarding ERISA Disclosure and Agreement requirements.…

Mallorie ManoshMay 29, 2026

Product Strategic Partners

New Product Available: Transamerica Structured Index Advantage Income Annuity

ESI is pleased to announce that the Transamerica Structured Index Advantage Income Annuity is now available for new business. This product serves as Transamerica's…

Mallorie ManoshMay 29, 2026