Best Practices – Page 3 – Equity Services, Inc

Understanding the Impact of Tax Efficiency on Investment Returns

In the world of investing, tax efficiency is a crucial yet often overlooked factor that can significantly influence overall returns. By understanding how to…

Matt LyonMarch 19, 2025

Advisory Solutions Best Practices

Envestnet Publishes Capital Market Assumptions for 2025

Envestnet has published a 2025 Capital Market Assumptions Update. The assumptions will be effective on 3/24/2025. Click Here to access Envestnet's 2025 Capital Markets…

Beth KnoxMarch 18, 2025

Advisory Solutions Best Practices Market Updates Prospecting & Marketing Strategic Partners Training

Last Call to Register: BDC Agenda Promises High Impact

Are you ready to take your business to the next level? If you haven’t registered yet for the highly anticipated 2025 Business Development Conference,…

Mallorie ManoshFebruary 5, 2025

Best Practices Product

Approved and Restricted Alternative Mutual Funds

The 4th quarter alternative mutual fund lists, Approved, Watch, and Restricted are now available. Additional details on each list and the training requirements are…

Beth KnoxJanuary 29, 2025

Best Practices

Registration Closing Thursday February 6th: ESI Business Development Conference

Are you ready to take your business to the next level? If you haven’t registered yet for the highly anticipated 2025 Business Development Conference,…

Beth KnoxJanuary 29, 2025

Best Practices Compliance & Licensing Firm Update

Reminder: Streamlined Blotter Process Now Effective

On Monday, January 6th, 2025, changes were implemented to the Blotter process which help to streamline requirements and reporting. Each Field OSJ and Detached…

Mallorie ManoshJanuary 8, 2025

Advisory Solutions Best Practices

Staying the Course Amid Market Forecasts

Staying the Course Amid Market Forecasts As financial professionals, understanding and utilizing market forecasts can significantly influence our strategies and client advice. However, with…

Beth KnoxJanuary 8, 2025

Best Practices

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

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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