Mallorie Manosh – Page 2 – Equity Services, Inc

Advisory Solutions Firm Update Strategic Partners Technology

Illuminations Is Evolving — Get Ready for Better Pricing, Better Support

Big enhancements are coming in January. Here’s how to prepare. In today’s competitive environment, your advisory platform should do more than support your practice—it…

Mallorie ManoshDecember 9, 2025

Incentives

November 2025 ESI Leaderboard Rankings

The race to qualify for the Elite Symposium 2026 in San Diego is heating up! Here are the Leaderboard results for all 5 ways…

Mallorie ManoshNovember 17, 2025

Prospecting & Marketing Technology

New Marketing Resources Now Available in CoBrand on Demand

Fact Finder + Risk Tolerance Questionnaire We’re excited to announce two new additions to CoBrand on Demand — your go-to system for creating personalized,…

Mallorie ManoshNovember 10, 2025

Product

New Approval – Lincoln Level Advantage 2 Income B Share RILA

ESI is happy to announce the approval of the Lincoln Level Advantage 2 Income B Share. Lincoln Level Advantage 2 Income annuity is a…

Mallorie ManoshNovember 10, 2025

Advisory Solutions

Game Plan for Year-End RMD Success

As we head into the fourth quarter, it’s easy to get caught up in the season’s blitz — between year-end activity and the ongoing…

Mallorie ManoshNovember 10, 2025

Firm Update Operations

Important Brokerage Operations Year End Dates & Reminders

As we approach the end of 2025, please review the following key deadlines and reminders to ensure timely processing of all year-end business items.…

Mallorie ManoshNovember 10, 2025

Prospecting & Marketing

Power Up Your Marketing with Horsesmouth

Seminars that Engage. Content that Converts. Education that Builds Trust. If you’ve ever hosted a great client event, you already know the power of…

Mallorie ManoshOctober 23, 2025

Firm Update Operations

The ESI Support Line – What to Expect When You or Your Clients Call

At ESI, our goal is to ensure that you and your clients receive high-quality, timely support—every call, every time. As we move into the…

Mallorie ManoshOctober 23, 2025

Product

Webinar: New Private Real Estate Investment Opportunity Through iCapital

Join us for an exclusive introduction call to explore a new private real estate investment opportunity from FS Investments, available through the iCapital alternative…

Mallorie ManoshOctober 14, 2025

Best Practices Operations

Seasonal Address Changes… and what the heck is Snowliage?

At the time of writing this, it’s a brisk 28 degrees here in Montpelier — which can only mean one thing: snow is on…

Mallorie ManoshOctober 14, 2025