Matt Lyon – Page 2 – Equity Services, Inc

Advisory Solutions Prospecting & Marketing

Fiduciary Duties – Brush Up on Your Knowledge

It's important to know the difference between your fiduciary duty to a client's best interest; and acting as a fiduciary. Take a moment to…

Matt LyonAugust 14, 2024

Operations Technology

Boosting eDelivery Adoption Among Brokerage Clients

Help your clients make the most of their brokerage experience by encouraging them to enroll in eDelivery. With eDelivery, clients have instant access to…

Matt LyonJuly 30, 2024

Product Strategic Partners

Brighthouse Financial Shield II Annuities Now Available

Brighthouse Financial has updated their Shield Level Annuities Product Suite with the introduction of the new Brighthouse Shield Level II Annuities and Shield Level…

Matt LyonJuly 30, 2024

Operations

In Case You Missed It: Streamlining IRA – Beneficiary Distributions

ESI is now part of a pilot program to improve the efficiency of the beneficiary claim and re-registration process for Premiere Select IRA Accounts.…

Matt LyonJuly 30, 2024

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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.

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