Best Practices – Page 5 – Equity Services, Inc

Shake Up Your Client Meetings

Life EventsWhile some life events are obvious (marriage, births, deaths), there are some life events that your clients may not realize as being potentially…

Beth KnoxJanuary 31, 2023

Best Practices

Save the Date for the ESI 2023 Kick Off Call!

Please join ESI’s Executive Leadership Team for our 2023 Kick Off call! We’ll take a quick look back at the activities and results of…

Beth KnoxJanuary 17, 2023

Best Practices

ESI Field Advisory Committee Welcomes New 2023 Co-Chair

Chartered in 2006 as a subcommittee of NLG’s Agent Advisory Council (AAC), the ESI Field Advisory Committee (EFAC) is charged with working closely with…

Beth KnoxJanuary 17, 2023

Best Practices

Shout Out to Our December Leaders!

From Annuity sales to Advisory sales to Recruiting, ESI's Leaders deserve a SHOUT OUT! Click here for our individual and agency leaders for the…

Beth KnoxJanuary 17, 2023

Best Practices

Last Chance… We Need Your Referral Ideas!

Let’s hear your best referral strategies! Warm referrals from your network is the ideal prospecting source! Send us your most effective idea(s) for generating…

Beth KnoxDecember 27, 2022

Best Practices

New Year – New You!

If you’re looking for some inspiration and best practices to help you launch a successful 2023, our Rep Insights Conversations are a great place…

Beth KnoxDecember 19, 2022

Best Practices Prospecting & Marketing

Best Practices for the New Year

If you’re looking for some inspiration and best practices to help you launch a successful 2023, our Rep Insights Conversations are a great place…

Beth KnoxDecember 12, 2022

Best Practices

We’re Looking for Your Best Referral Ideas!

Warm referrals from your network is the ideal prospecting source! Send us your most effective idea(s) for generating referrals. We’ll compile all of them…

Beth KnoxDecember 12, 2022

Best Practices

Share Your Best Practices with Your Peers! How Do You Generate Referrals?

Warm referrals from your network is the ideal prospecting source! Send us your most effective idea(s) for generating referrals. We’ll compile all of them…

Beth KnoxDecember 5, 2022

Best Practices Compliance & Licensing Operations

We’re Looking at Annuities Inside Qualified Plans a New Way

Summary Transactions that involve an annuity purchase in an IRA that are funded by an annuity product held in a qualified plan will be…

Beth KnoxDecember 5, 2022

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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