Advisory Solutions – Equity Services, Inc

Year End Commission Cycle Cutoff

Important Dates: The ESI Commission Cycle will close early the week of Christmas, on Monday December 22nd. Payroll deposits for that cycle will occur…

Mallorie ManoshDecember 11, 2025

Advisory Solutions Firm Update Strategic Partners Technology

Illuminations Is Evolving — Get Ready for Better Pricing, Better Support

Big enhancements are coming in January. Here’s how to prepare. In today’s competitive environment, your advisory platform should do more than support your practice—it…

Mallorie ManoshDecember 9, 2025

Advisory Solutions

Game Plan for Year-End RMD Success

As we head into the fourth quarter, it’s easy to get caught up in the season’s blitz — between year-end activity and the ongoing…

Mallorie ManoshNovember 10, 2025

Advisory Solutions

Updated ESI Advertising Guidelines are here!

The Advertising Guidance team (“AGT”) is excited to provide you with guidelines to navigate advertising compliance. These guidelines provide you with the tools you…

Beth KnoxOctober 22, 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 KnoxOctober 1, 2025

Advisory Solutions Technology

New Intelligent Search Feature Now Available Within Investigo

We’re excited to share new search functionality within Investigo, designed to make navigation even more efficient. Introducing: Intelligent Assistant (IA) Search This powerful new…

Beth KnoxSeptember 29, 2025

Advisory Solutions Training

Webinar: State-Mandated Retirement Plan Opportunity

Webinar - ESI & Partner Vestwell: State-Mandated Retirement Plan Opportunity Wednesday, Oct 1, 2025 2:00 PM ET Register Here Please join ESI and 401k…

Beth KnoxSeptember 24, 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

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.

ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.

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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