Advisory Solutions – Equity Services, Inc

2026 Annual Renewal Process

As we approach year-end, it’s time to prepare for the 2026 Annual Renewal process. Below are the important dates and steps to make sure…

Mallorie ManoshSeptember 3, 2025

Advisory Solutions Product Training

ESI Meet the Strategists Series: Russell Investments

ESI Meet the Strategists Series: Russell Investments Tuesday, Sep 9, 2025 2:30 PM Eastern Time Register Here Join us for another engaging installment of…

Beth KnoxAugust 27, 2025

Advisory Solutions Financial Planning Learning Library

ESI Meet the Strategists: Frontier Asset Management

We invite you to watch our recording on an informative session hosted by our partners from Frontier Asset Management. Watch the replay of our…

jgepigon@nationallife.comAugust 13, 2025

Advisory Solutions Strategic Partners

Expand Your Toolkit: Fidelity’s Guide to Alternative Investments

Webinar: Tuesday, August 5, 2025 | 2:00 PM ET Looking to broaden your investment strategies and deliver more diverse solutions to clients? Join Fidelity…

Mallorie ManoshJuly 29, 2025

Advisory Solutions Market Updates Strategic Partners

Replay: Maple Capital’s Mid-Year Market Review

If you missed it, now’s your chance to catch the replay of Maple Capital Management’s Mid-Year Market Review—an engaging and informative session led by…

Mallorie ManoshJuly 29, 2025

Advisory Solutions Firm Update Strategic Partners Technology

Illuminations Advisory Platform to Transition From Envestnet to Fidelity’s Managed Account Exchange (FMAX)

Since its 2013 acquisition of FundQuest, ESI's advisory platform, Illuminations, has been powered by Envestnet behind the scenes. Envestnet has not only provided world…

Mallorie ManoshJuly 14, 2025

Advisory Solutions

Advisory Fee Payments Coming Soon

Here are a few reminders regarding upcoming advisory fee payments from Illuminations and our Direct Money Managers: Quarterly Advisory fees are typically billed to…

Beth KnoxJuly 8, 2025

Advisory Solutions Firm Update

Welcome Kyle Marceau, ESI AVP, Advisory Sales

Equity Services, Inc. (ESI) is pleased to announce that Kyle Marceau has joined ESI and the Business Development Team as ESI AVP, Advisory Sales.…

Beth KnoxJuly 8, 2025

Advisory Solutions Learning Library Prospecting & Marketing

ESI Partner Assetmark: Successful Prospecting Strategies

We invite you to watch our recording on an informative session hosted by our partners from Assetmark. This useful session dives into the crucial…

jgepigon@nationallife.comJuly 8, 2025

Advisory Solutions

Now Available: Wealthscape Intelligence – Smarter Insights for Smarter Decisions

We’re excited to introduce Wealthscape Intelligence, a powerful new tool designed to bring greater clarity and efficiency to managing your book of business. What…

Mallorie ManoshJune 17, 2025

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.

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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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