Mallorie Manosh – Equity Services, Inc

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

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