Advisory Solutions – 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

Advisory Solutions Firm Update

Reminder: 2nd Quarter 2024 Alternative Mutual Fund Lists are Available

Alternative mutual funds are screened based on various due diligence criteria. To assist with what funds may be purchased, there is an Alternative Mutual…

Mallorie ManoshAugust 14, 2024

Advisory Solutions Best Practices

Did You Know? Strengthening Your Advisory Services with Dedicated Sales Support

As part of our ongoing commitment to supporting your success, we offer a range of sales support services designed to optimize your practice and…

Mallorie ManoshJuly 9, 2024

Advisory Solutions Strategic Partners Technology

Enhancing Advisory Capabilities with ESI Illuminations

We are excited to announce the latest updates to our ESI Illuminations advisory platform. This upgrade includes new manager additions, allowing for a broader…

Mallorie ManoshJuly 2, 2024

Advisory Solutions

In Case You Missed It: Elevate Your Practice with Our New Study Group Series

ESI is thrilled to announce the launch of three new study group series, each tailored to address the unique needs and challenges of financial…

Beth KnoxJune 26, 2024

Advisory Solutions

Are You Maximizing Your Marketing Reimbursements?

Our Marketing Reimbursement Policy changed earlier this year and now offers a generous limit of $5,000 per product sponsor per calendar year. If you…

Mallorie ManoshJune 26, 2024

Advisory Solutions Training

Joe Theismann to Headline the ESI Elite Symposium, Four Seasons Nashville

ESI is honored to welcome Joe Theismann as the 2024 Elite Symposium Keynote Speaker, presenting “Game Plan for Success”.The ESI Elite Symposium - An…

Beth KnoxJune 18, 2024

Advisory Solutions

Docupace Upgrade: Greater Efficiency with Direct Business Items

Docupace New Account Widget Update – Work Item Sync for Direct Business We are excited to announce a significant update to our Docupace system…

Mallorie ManoshJune 18, 2024

Advisory Solutions

Introducing the ESI Hub

A New User-Friendly Agent Portal Experience for All Things ESI!You asked, we delivered. Our goal has always been to provide the best possible user…

Beth KnoxJune 18, 2024

Advisory Solutions

ESI Compliance Field Notice: Inadvertent Receipt of Client Assets

Important reminder: Equity Services, Inc. (ESI) is not permitted to hold client assets such as security/stock certificates and funds, or to act in any…

Mallorie ManoshJune 18, 2024

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

For Registered Representative Use Only – Not For Use With The Public
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