ESI Illuminations Enhancements
Our advisory platform, ESI Illuminations, has seen a lot of growth this year including:
- Bundled Pricing
Every year ESI Illuminations evolves – new functionality, new managers, more portfolios – but in 2021 the evolution of Illuminations took a big leap forward with the introduction of bundled pricing. Click here for the details. - Strategist UMA and Overlay Services
With Illuminations 2.0, Strategist UMA takes Strategist portfolios one step further as Strategists use separate accounts within their portfolios. The result is a portfolio invested among an appropriate combination of mutual funds, ETFs and individual securities (selected by Separate Account Managers), providing broad diversification that aligns with the investor’s objectives and risk tolerance. An exciting new feature available for Strategist UMA accounts is the addition of tax and impact overlay services. Click here to view the announcement. - Separately Managed Accounts are now available in a Unified Managed Account, on the ESI Illuminations Platform. Click here for the announcement.
Collect Up to 100% of Financial Planning and Consulting Fees In Advance!
As of July 1, 2021, ESI Financial Advisors (“EFA”) allows advisors to collect up to 100% of financial planning/consulting fees in advance.
In the past, EFA limited the pre-payment of planning/consulting fees to no more than 50% of the total fee charged. But the field has spoken! And based on your feedback, EFA has amended its policies to permit advisors to collect up to the full amount of the fee in advance of delivery of service (provided they meet certain stipulations).
Click here to get the details!
ESI Launches New Website
While ESI still maintains a page on the National Life website, we’re excited to announce that we’ve developed a new ESI-focused website: Equity-Service.com.
The new site was developed primarily to provide additional information about ESI for prospective recruits, but it also includes a section for clients to learn more about who ESI is and the function of a broker dealer.
Thank you to everyone who provided feedback on the site and remember, if you have a potential recruiting referral (click here for details on our Rep Referral Bonus Program), contact your agency recruiter and don’t forget that Equity-Services.com is a great resource to refer to.
ESI’s First New Registered Rep Virtual Summit Is in The Books!
ESI held its very first New Registered Rep Virtual Summit last week, and oh what a success it was! Over the course of the week we covered an array of topics – everything from who ESI is and how to market your business, to understanding suitability requirements and our technology platforms, to how to get started as an IAR. We want to thank everyone to participated in this series and we’re looking forward to our future Summits!
Were you not able to join us this round? No problem! Our New Registered Rep Virtual Summits will be a quarterly event – so keep an eye out for announcements to join our fall session! Better yet, let your agency leaders know you’re interested, too, so they notify you when it’s time to sign up!
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