Best Practices – Page 9 – Equity Services, Inc

How Is Your Annual Client Contact Going?

Documenting your Annual Client Contacts process has been made easier within Docupace/Starting Point. You can now create your ‘Documentation of Annual Client Contact’ within…

Beth KnoxJanuary 26, 2022

Best Practices Training

Introducing the ESI Partner Experience Group!

In recognition of our recent sales growth, the new products and programs launched, the new technologies implemented and the recruiting results that we have…

Beth KnoxJanuary 4, 2022

Best Practices Training

We’re Back! A Live Practice Advancement Retreat is In the Books!

The Affiliated Channel conducted their first in-person training event in 2 and half years in VT with the Practice Advancement Retreat. There were 18…

Beth KnoxOctober 26, 2021

Best Practices

Congratulations to Chris Huchro and Mike Teddy!

At National Life, our values to Do good. Be good. Make good. don’t remain within our walls. They extend through the thousands of agents who we…

Beth KnoxAugust 31, 2021

Best Practices Prospecting & Marketing

Marketing Resource Recap

White Glove is Now ApprovedWhite Glove provides comprehensive seminar/webinar services to agents and Registered Representatives. Learn more here. Accessing Illuminations Quarterly Performance ReportsThis client-approved…

Beth KnoxAugust 31, 2021

Advisory Solutions Best Practices

ESI Advisor Marty Olson Discusses the Evolution of His Practice

Like many Advisors, Marty Olson had an interest in shifting his practice from mostly commission-based to a practice focused on fee-based advisory services. The…

Beth KnoxAugust 17, 2021

Best Practices Operations Product Technology

ESI Leadership Recording Now Available

If you missed the ESI Senior Leadership Quarterly Field Update, the recording and a recap are now available. Click here for the recording. Click…

Beth KnoxAugust 17, 2021

Best Practices

CONGRATULATIONS STEVE SIMON!

Join us in sending ESI’s top rep, Steve Simon a huge CONTRATULATIONS in crossing the $1 million total year-to-date GDC line yesterday! ESI has…

Beth KnoxAugust 11, 2021

Best Practices

Did you miss the ESI Leadership call?

ESI Elite SymposiumAs of 7/21/21, 22 ESI Reps have qualified to attend the ESI Elite Symposium in 2022! Congratulations to: Steve Simon - Beverly…

Beth KnoxJuly 28, 2021

Advisory Solutions Best Practices Prospecting & Marketing

Business Development Updates Range from Illuminations to a New Website

ESI Illuminations EnhancementsOur advisory platform, ESI Illuminations, has seen a lot of growth this year including: Bundled PricingEvery year ESI Illuminations evolves – new…

Beth KnoxJuly 28, 2021

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.

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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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