Best Practices – Page 9 – Equity Services, Inc

Congratulations Rich Kelly!

Congratulations to Rich Kelly who is heading into May with over $1.1 million in GDC! An ESI Advisor since 1990, Rich has been a…

Beth KnoxMay 3, 2022

Best Practices Strategic Partners

New Practice Management Piece from Jackson National

The COVID-19 pandemic has unquestionably affected the financial professional-client relationship. While many clients, and their financial professionals, have opted for virtual meetings as opposed…

Beth KnoxMarch 29, 2022

Best Practices

Women’s Leadership Series: Rose Ann McDonald

This past summer, National Life Group welcomed Rose Ann McDonald to its leadership suite in partnership with its Atlanta Agency. Rose Ann joins her…

Beth KnoxMarch 15, 2022

Best Practices Training

Did You Miss the ESI 2022 Kick Off?

A couple of weeks ago, ESI's Leadership Team gathered with the field to kick off 2022 and recap the close to 2021. Check out the…

Beth KnoxMarch 1, 2022

Best Practices

Investing During Periods of Global Crisis

As I am writing this blog, the MOEX Russia index has plunged by as much as 45% before recovering slightly to close, down 33%. …

Beth KnoxMarch 1, 2022

Best Practices Operations

Check out These Docupace Tips!

We can’t help but notice a few things that may be adding time and frustration to your paperwork submission process, so we wanted to…

Beth KnoxFebruary 23, 2022

Best Practices Training

ESI on the New Agent Website Portal

New Agent Portal – Home PageYou’ll find multiple shortcuts to all your business processing technology (Docupace, Wealthscape, etc.) and more on the Home page.…

Beth KnoxFebruary 15, 2022

Best Practices

January 2022 is in The Books – Thank Goodness

While 2021 was an excellent year for the equities markets— the S&P 500 index returned an eye-popping 26.9%-- 2022 is off to a rocky…

Beth KnoxFebruary 9, 2022

Best Practices Operations

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

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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