Firm Update – Equity Services, Inc

Compliance & Licensing Firm Update Operations Technology

New Docupace Workflow Simplifies Due Diligence and Marketing Reimbursement Submissions

Marketing Reimbursements, Training Attendee Certifications, and Day Meeting Offeror Certifications can now be submitted directly to ESI Compliance through Docupace. Instead of emailing forms…

Mallorie ManoshOctober 1, 2026

Firm Update

ESI Unveils APEX 2027 at BDC

ESI’s national growth conference is getting a new name, a new location and an even bigger commitment to your growth. Last week, ESI financial…

Mallorie ManoshSeptember 16, 2026

Firm Update Product

Delaware Life –Pause on New Sales

Effective immediately, ESI is pausing new sales of the Delaware Life TruePath Income Fixed Indexed Annuity. ESI is taking this action after Delaware Life…

Mallorie ManoshSeptember 16, 2026

Firm Update Technology

Introducing Wealthbox: A Modern CRM, Now Available Through ESI

We’re excited to announce that Wealthbox, a modern, advisor-focused CRM platform, is now available to ESI financial professionals and advisors. The addition of Wealthbox…

Mallorie ManoshSeptember 14, 2026

Firm Update Technology

Using AI Responsibly: What You Need to Know

Artificial intelligence continues to evolve quickly, offering new ways to improve efficiency, generate ideas and streamline everyday tasks. But using AI for ESI business…

Mallorie ManoshAugust 20, 2026

Best Practices Firm Update Training

BDC Registration Closes Friday, Don’t Miss Out

Don't miss out - registration closes Friday, August 7th. September 8–10, 2026 The Westin Alexandria Old Town Alexandria, Virginia Register Today Running a successful…

Beth KnoxAugust 4, 2026

Best Practices Firm Update

Bank Deposit Sweep Program Resource Page Now Available

Financial professionals now have a dedicated destination for information and resources related to the Bank Deposit Sweep Program. The new digital resource page brings…

Beth KnoxAugust 4, 2026

Best Practices Firm Update Training

Register Today for the ESI Business Development Conference

Don't miss out - registration closes Friday, August 7th. September 8–10, 2026 The Westin Alexandria Old Town Alexandria, Virginia Register Today Running a successful…

Beth KnoxJuly 21, 2026

Advisory Solutions Firm Update Prospecting & Marketing Strategic Partners Training

Get A Sneak Peek: BDC Agenda Highlights

Get a sneak peek at the speakers, sessions, and industry leaders joining us this September. We're excited to share a first look at the…

Mallorie ManoshJuly 16, 2026

Firm Update

National Life Recognized Among Ward’s Top 50

National Life has once again been named one of Ward's Top 50 Life & Health Insurance Companies, an independent recognition of outstanding financial performance,…

Mallorie ManoshJuly 16, 2026