Matt Lyon – Page 2 – Equity Services, Inc

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.

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.

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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

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