Mallorie Manosh – Page 4 – Equity Services, Inc

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

Advisory Solutions

Allianz Index Advantage+ Select Income RILA is Now Available

ESI is pleased to announce that Allianz Index Advantage+ Select Income RILA is now available. Select Income will replace Index Advantage+ Income in all…

Mallorie ManoshApril 29, 2026

Product

Prudential’s FlexGuard Income 2.0 is Now Available

ESI is happy to announce that Prudential’s FlexGuard Income 2.0 is now available. Prudential developed FlexGuard® Income 2.0 as the next generation of its FlexGuard® Income offering. …

Mallorie ManoshApril 29, 2026

Firm Update Technology

Make eDelivery Enrollment Easier—Right in the Moment

Did you see this week's recent Field Notice introducing a new way to enroll clients in eDelivery—and if your first thought was “finally, something…

Mallorie ManoshApril 9, 2026

Advisory Solutions

Branch vs. Non-Branch: What You Actually Need to Know

Where You Work Matters More Than You Think Hopefully you've seen the recent Field Notice on Branch and Non-Branch locations, which outlines important updates…

Mallorie ManoshApril 7, 2026