Skip to main content
Hit enter to search or ESC to close
Close Search
Equity Services, Inc
search
Menu
  • Home
  • Categories
    • Advisory Solutions
    • Compliance & Licensing
    • Incentives
    • Operations
    • Product
    • Prospecting & Marketing
    • Strategic Partners
    • Technology
    • Training
  • Webinars
    • Training Calendar
    • Learning Library
  • Contact
  • linkedin
  • search
All Posts By

Mallorie Manosh

Meet Alex David Firm Update

Meet Alex David

President & Chief Executive Officer, Equity Services, Inc. A proven leader dedicated to elevating the advisor experience, driving strategic growth, and scaling organizations with…
Mallorie Manosh
Mallorie ManoshDecember 12, 2025
Year End Commission Cycle Cutoff Advisory Solutions

Year End Commission Cycle Cutoff

Important Dates: The ESI Commission Cycle will close early the week of Christmas, on Monday December 22nd. Payroll deposits for that cycle will occur…
Mallorie Manosh
Mallorie ManoshDecember 11, 2025
Built for Choice: Your 2026 Guide to ESI Platforms & Tools Pricing Firm UpdateStrategic PartnersTechnology

Built for Choice: Your 2026 Guide to ESI Platforms & Tools Pricing

At ESI, we believe that transparency builds trust—and trust builds strong partnerships. Our 2026 ESI Platforms & Tools Pricing Sheet is designed to give…
Mallorie Manosh
Mallorie ManoshDecember 11, 2025
New Quick Reference: Understanding Cash & Non-Cash Compensation Compliance & LicensingFirm UpdateProspecting & MarketingStrategic Partners

New Quick Reference: Understanding Cash & Non-Cash Compensation

How you’re paid — and by whom — matters. To help make compliance easier, ESI has created a Cash & Non-Cash Compensation Quick Reference…
Mallorie Manosh
Mallorie ManoshDecember 11, 2025
Illuminations Is Evolving — Get Ready for Better Pricing, Better Support Advisory SolutionsFirm UpdateStrategic PartnersTechnology

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 Manosh
Mallorie ManoshDecember 9, 2025
November 2025 ESI Leaderboard Rankings 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 Manosh
Mallorie ManoshNovember 17, 2025
New Marketing Resources Now Available in CoBrand on Demand Prospecting & MarketingTechnology

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 Manosh
Mallorie ManoshNovember 10, 2025
New Approval – Lincoln Level Advantage 2 Income B Share RILA 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 Manosh
Mallorie ManoshNovember 10, 2025
Game Plan for Year-End RMD Success 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 Manosh
Mallorie ManoshNovember 10, 2025
Important Brokerage Operations Year End Dates & Reminders Firm UpdateOperations

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 Manosh
Mallorie ManoshNovember 10, 2025
  • Previous
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • …
  • 11
  • Next
Third party articles are provided for your information only, and have neither been reviewed nor approved to be used with consumers.
Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.

Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.

The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.

ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.

Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.

Third party articles are for information only and have not been reviewed or approved for use with consumers

For Registered Representative Use Only – Not For Use With The Public
TC7606693(0225)3 | Privacy and Legal Information
  • linkedin

© 2026 Equity Services, Inc. All Rights Reserved.

Close Menu
  • Home
  • Categories
    • Advisory Solutions
    • Compliance & Licensing
    • Incentives
    • Operations
    • Product
    • Prospecting & Marketing
    • Strategic Partners
    • Technology
    • Training
  • Webinars
    • Training Calendar
    • Learning Library
  • Contact
  • linkedin