Best Practices – Page 2 – Equity Services, Inc

Start the Year Right with an Investment Strategy Review

Start the Year Right with an Investment Strategy Review Why January is the Perfect Time to Review Your Investment Strategy With the new year…

Beth KnoxJanuary 8, 2025

Best Practices Compliance & Licensing

Recent Field Notice: Update to 529 Municipal Securities Disclosure Form

Policy changes related to 529 accounts were recently announced in Field Notice 2023- 24. A key driver for the policy update was the expanded…

Beth KnoxDecember 3, 2024

Best Practices Prospecting & Marketing Technology

Seminar Success Starts Here: AcquireUp Now Available for ESI Reps and Advisors

A premier event marketing platform approved and available for your practice! As an ESI Rep or Advisor, you may be familiar with…

Mallorie ManoshNovember 7, 2024

Best Practices Compliance & Licensing Operations Prospecting & Marketing Training

AdTrax Tips & Tricks

Your questions and feedback compiled into Frequently Asked Questions! *A note for our agencies – Feel free to use these articles in your communications…

Mallorie ManoshNovember 5, 2024

Best Practices Firm Update Incentives

Finish 2024 Strong: ESI Incentives and Practice Management Opportunities

From new ways to qualify for Elite Symposium, to the Illuminations Business Development Credit, even the new Rep Referral Bonuses, the opportunities keep growing…

Mallorie ManoshOctober 29, 2024

Best Practices Product

Approved and Restricted Alternative Mutual Funds

The 3rd quarter 2024 alternative mutual fund lists, Approved, Watch and Restricted are now available. Additional details on each list and the training requirements…

Beth KnoxOctober 15, 2024

Best Practices Prospecting & Marketing Technology

Stand Out from the Start: How Digital Business Cards Elevate Your First Impression

In an increasingly digital world, traditional paper business cards may feel outdated, especially in certain situations. You know the saying, “first impressions are everything.”…

Mallorie ManoshOctober 8, 2024

Advisory Solutions Best Practices Strategic Partners Technology

Introducing Our New eMoney Webinar Series: Enhancing the Value of Financial Planning

We are excited to announce a new monthly webinar series hosted by eMoney, designed to help financial advisors unlock the full potential of financial…

Matt LyonSeptember 11, 2024

Best Practices Firm Update Training

Just Announced! Business Development Conference Returns in 2025

After the incredible success and rave reviews of our 2024 conference, we are excited to announce the dates and location for next year’s Business…

Mallorie ManoshSeptember 11, 2024

Best Practices Prospecting & Marketing

Are You Still Manually Scheduling Appointments?

Maximize your efficiency and streamline client interactions for only $23 a month! Calendly is a dynamic scheduling tool that eliminates the back-and-forth of meeting…

Mallorie ManoshSeptember 3, 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

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