Mallorie Manosh – Equity Services, Inc

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

Prospecting & Marketing

Marketing by Career Stage: What to Do Now and What to Do Next

As financial professionals, we often think of marketing as a set of tactics—social media, events, emails, websites, referrals. But one of the most important…

Mallorie ManoshMay 29, 2026

Training

Save The Date for ESI’s Business Development Conference

At Elite Symposium, ESI’s annual awards and recognition trip, one idea came through loud and clear: Bigger. Better. Bolder — Built to Last. Now,…

Mallorie ManoshMay 19, 2026

Incentives

The Race to Charleston Is On

Did you know that Charleston, South Carolina once legally protected buzzards because they kept the old city market clean? Or that pirate Blackbeard once…

Mallorie ManoshMay 19, 2026

Advisory Solutions

A Better Way to Submit Cash Management Instructions in FMAX

New Capability in FMAX Advisors can now establish DCA and Protect Cash instructions directly within the FMAX proposal workflow, creating a more streamlined and…

Mallorie ManoshMay 19, 2026

Firm Update

Elite Symposium 2026: Built to Last

Elite Symposium has always been a celebration of extraordinary performance—bringing together ESI’s top advisors and financial professionals who continue to raise the bar for…

Mallorie ManoshApril 30, 2026

Incentives

Celebrating Excellence: Recognizing Our 2025 Award Winners

Celebrating Excellence: Recognizing Our 2025 Award Winners At Elite Symposium 2026, we had the privilege of recognizing the advisors and teams who continue to…

Mallorie ManoshApril 30, 2026

Compliance & Licensing

Statements Tell the Story…

We’d like to share a quick reminder to help support you and your clients. We’ve observed instances where the statement for the account being liquidated to fund…

Mallorie ManoshApril 30, 2026