Advisory Solutions – Page 5 – Equity Services, Inc

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

Advisory Solutions

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 13, 2024

Advisory Solutions

ESI Closed Wednesday, June 19th, in Observance of Juneteenth Holiday

National Life Group and ESI – along with the NYSE and NASDAQ - will be closed on Wednesday, June 19th, in observance of Juneteenth…

Beth KnoxJune 13, 2024

Advisory Solutions

Congratulations to ESI’s Circle of Excellence

Reserved for our top twenty-five producers, membership in the ESI Circle of Excellence* represents dedication, knowledge, and exceptional success! Congratulations to our 2024 members!…

Mallorie ManoshJune 13, 2024

Advisory Solutions

Are You Still Scheduling Appointments?

Maximize your efficiency and streamline client interactions with Calendly - a dynamic scheduling tool that eliminates the back-and-forth of meeting coordination, freeing up your…

Mallorie ManoshJune 4, 2024

Advisory Solutions

Strengthen This Power Skill: The A.R.T. of Saying No

This 45-minute session can change the way you structure your days, empowering you to develop and strengthen your “no-muscle”, and focus your time on…

Mallorie ManoshJune 4, 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 4, 2024

Advisory Solutions

Reminder: ESI’s Continuing Education Program

ESI has instituted one deadline for all assigned CE requirements: October 30th. You are personally responsible for completing your Continuing Education. Continuing education for…

Mallorie ManoshJune 4, 2024

Advisory Solutions

Embracing Investment Evolution to Advance Your Practice and Serve Client Needs: Fidelity Webinar

WebinarTuesday, June 4th, 4 PM ETRegister Now Are you ready to elevate your investing practice while offering new methods of portfolio personalization for your…

Beth KnoxMay 28, 2024

Advisory Solutions

T + 1 Settlement – Effective May 28th

After more than three years of preparation, the U.S. securities settlement cycle has accelerated from T+2 to T+1 as of May 28, 2024. ESI’s…

Mallorie ManoshMay 21, 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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