Advisory Solutions – Page 42 – Equity Services, Inc

Advisory Solutions

Happy Holidays

Wishing you and your family a happy holiday season from all of us at Equity Services! TC118753(1220)1

Beth KnoxDecember 21, 2020

Advisory Solutions

Resources for the New Year: Tax-Conscious Investing

Quick Sales IdeaThe Investment Evolution campaign asks the simple question, "Has your investment strategy kept up with your life?". Tax-conscious investing is a great topic to use…

Beth KnoxDecember 21, 2020

Advisory Solutions Prospecting & Marketing

We’ve Updated our ESI Illuminations Investor Profile Questionnaire!

The ESI Illuminations Investor Profile Questionnaire has been updated so that it is now available in multiple formats. When ordering through Merrill (catalog number…

Beth KnoxDecember 15, 2020

Advisory Solutions

Product Updates

American Century Investments® C to A Class Auto Conversion UpdateIn August 2018, American Century Investments’ funds started converting C Class shares to A Class…

Beth KnoxDecember 8, 2020

Advisory Solutions Prospecting & Marketing

New Client Communications Available

During the turmoil of 2020, communication with clients is more important than ever. Three new annual review emails, focused on the importance reviewing factors…

Beth KnoxNovember 11, 2020

Advisory Solutions Operations Technology

Closed Lot/Realized Gain/Loss Reporting Feature Temporarily Unavailable

Envestnet has identified an issue with our closed lot reporting feature on the ESI Illuminations Platform. This feature allows Envestnet to sync closed tax…

Beth KnoxNovember 11, 2020

Advisory Solutions

New Performance Snapshots for Q3 2020 are Ready!

To help you review the strategist portfolios you’ve utilized for your clients and determine if there is something new and a better fit, performance snapshots of…

Beth KnoxNovember 11, 2020

Advisory Solutions

Updated Materials from Symmetry Partners Now Available

Updated materials from Symmetry Partners, including sales maps and product information, are now available on the ESI Illuminations site. To view any of the…

Beth KnoxNovember 4, 2020

Advisory Solutions

Tapping into Maple: Tactical is Tough

In our role as investment advisors and portfolio managers, we have seen our share of events, including election cycles, that can increase market volatility.…

Beth KnoxNovember 4, 2020

Advisory Solutions

A Team Approach to Wealth Management – Now a Marketing Campaign!

For a lot of people, the thought of creating, implementing, and managing an investment strategy can be overwhelming, so we created the Team Approach…

Beth KnoxOctober 27, 2020

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
TC100395(0318)P | Privacy and Legal Information