Firm Update – Page 2 – Equity Services, Inc

Firm Update

You Are Invited: Join ESI Leadership for Our 2025 Kick Off Call!

Join us to celebrate ESI's 2024 success and hear what we'll be bringing to you in 2025! Date: Monday February 3rd Time: 1:00pm EST…

Mallorie ManoshJanuary 29, 2025

Firm Update Operations

Reminder: Bond Mark-up and Mark-Down Schedule Changes Coming on 2/3

Reminder: Bond Mark-up and Mark-Down Schedule Changes Coming on 2/3 We are pleased to announce the introduction of a new schedule for calculating the…

Mallorie ManoshJanuary 21, 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

Firm Update

U.S. Stock Market will be Closed January 9th in Observance of a National Day of Mourning

The U.S. Stock Market, including the Nasdaq and New York Stock Exchange, will be closed on Jan. 9, in observance of a National Day…

Beth KnoxDecember 31, 2024

Firm Update Training

Quick Access to the ESI Home Office Organizational Chart

As always, we want to make sure that you have easy access to the resources and support you need to serve your clients effectively.…

Beth KnoxDecember 3, 2024

Best Practices Firm Update Incentives

Finish 2024 Strong: ESI Incentives and Practice Management Opportunities

From new ways to qualify for Elite Symposium, to the Illuminations Business Development Credit, even the new Rep Referral Bonuses, the opportunities keep growing…

Mallorie ManoshOctober 29, 2024

Firm Update Operations Technology

Streamlined Technology Support with Consolidated ESI Tech Email

To better assist you, the ESI Technology team is transitioning to a single support email: esitech@nationallife.com. This email address has been the primary point…

Mallorie ManoshOctober 15, 2024

Best Practices Firm Update Training

Just Announced! Business Development Conference Returns in 2025

After the incredible success and rave reviews of our 2024 conference, we are excited to announce the dates and location for next year’s Business…

Mallorie ManoshSeptember 11, 2024

Best Practices Firm Update Prospecting & Marketing

Education Opportunities From ESI

Looking for training topics for your practice? ESI has a library of presentations available that can complement your development and training program. We also…

Mallorie ManoshAugust 27, 2024

Firm Update Prospecting & Marketing

ESI Ranks #1 Among Broker-Dealers for Q1 Sales Growth

You are on a winning team! For Q1 2024, Equity Services, Inc. (ESI) ranked #1 among Broker-Dealers for Total Sales Deposits Growth with a…

Matt LyonAugust 27, 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

For Registered Representative Use Only – Not For Use With The Public
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