Mallorie Manosh – Equity Services, Inc

Firm Update

ESI Unveils APEX 2027 at BDC

ESI’s national growth conference is getting a new name, a new location and an even bigger commitment to your growth. Last week, ESI financial…

Mallorie ManoshSeptember 16, 2026

Firm Update Product

Delaware Life –Pause on New Sales

Effective immediately, ESI is pausing new sales of the Delaware Life TruePath Income Fixed Indexed Annuity. ESI is taking this action after Delaware Life…

Mallorie ManoshSeptember 16, 2026

Firm Update Technology

Introducing Wealthbox: A Modern CRM, Now Available Through ESI

We’re excited to announce that Wealthbox, a modern, advisor-focused CRM platform, is now available to ESI financial professionals and advisors. The addition of Wealthbox…

Mallorie ManoshSeptember 14, 2026

Compliance & Licensing Operations

2026 Supervisors Forum: Strengthening Supervision Through Real-World Learning

ESI supervisors recently gathered in Addison, Texas, for the 2026 Supervisors Forum—an opportunity to strengthen supervisory practices, exchange perspectives and sharpen the skills needed…

Mallorie ManoshSeptember 3, 2026

Compliance & Licensing

2026 Continuing Education Requirements Reminders

Field Notices 2026-01 and 2026-17 explain this year’s continuing education program and how to access the various elements. Regulatory Element training is available through your FinPro…

Mallorie ManoshAugust 26, 2026

Firm Update Technology

Using AI Responsibly: What You Need to Know

Artificial intelligence continues to evolve quickly, offering new ways to improve efficiency, generate ideas and streamline everyday tasks. But using AI for ESI business…

Mallorie ManoshAugust 20, 2026

Product

Touchstone Retirement Income Strategy – Asset Allocation Change

As part of Touchstone’s ongoing management of the strategy, the cash allocation will be reduced from 10% to 2%. The strategy will add an…

Mallorie ManoshAugust 20, 2026

Advisory Solutions

Protecting Vulnerable Investors: A Legislative Update

Financial exploitation can have devastating consequences, particularly for older adults and individuals who may be unable to fully protect their own financial interests. A…

Mallorie ManoshAugust 20, 2026

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