Learning Library – Equity Services, Inc

Learning Library Tax/Estate Planning Variable Annuities

ESI Partner Jackson: 2025 Tax Playbook

We invite you to join our next informative session focusing on estate planning, presented by Jackson National. This webinar will provide a comprehensive overview…

jgepigon@nationallife.comApril 29, 2025

Advisory Learning Library

ESI Meet the Strategists Series – Horizon Investments

Join us for this month’s session of the "Meet the Strategists" series, where we're excited to feature Horizon Investments. This session will explore their…

jgepigon@nationallife.comApril 29, 2025

Advisory Financial Planning Learning Library Practice Mgmt

ESI Partner Envestnet: Leading with Planning

Join us for an insightful session on adopting a planning-first approach, presented by Envestnet. This webinar, titled "Leading With Planning," will cover the significant…

jgepigon@nationallife.comApril 29, 2025

Learning Library Tax/Estate Planning Variable Annuities

ESI Partner Prudential: Tax Efficient Strategies in a Time of Uncertainty

Join us for a crucial session hosted by Prudential on 'Investing in a Changing Tax Environment.' This presentation will examine the potential impacts of…

jgepigon@nationallife.comApril 29, 2025

Learning Library Marketing

ESI x Snappy Kraken: Marketing Demo

We’re Expanding Your Marketing Toolkit! We’re thrilled to announce Snappy Kraken as an approved complete marketing system for ESI reps and advisors. Snappy Kraken is an award-winning marketing…

jgepigon@nationallife.comApril 22, 2025

Advisory Learning Library Tax/Estate Planning

ESI Partner Assetmark: Tax Management Services Overview and Demo

Join us for an important session presented by AssetMark, focusing on their comprehensive Tax Management Services. This webinar will dive into effective strategies for…

jgepigon@nationallife.comApril 22, 2025

Advisory Learning Library

ESI Meet the Strategists Series – Portfolio Management Consultants PMC

Don’t miss our upcoming session in the "Meet the Strategists" series, where we will explore the innovative approach of Active/Passive ETF Portfolios offered by…

jgepigon@nationallife.comApril 16, 2025

Learning Library Tax/Estate Planning Variable Annuities

ESI Partner Jackson: 2025 Tax Update – Advanced Strategies

Stay ahead in the ever-evolving landscape of tax regulations by joining our upcoming webinar on "2025 Tax Updates," presented by experts from Jackson National.…

jgepigon@nationallife.comApril 16, 2025

Advisory Learning Library

ESI Partner Envestnet: Leveraging the Power of SMAs and UMAs

Join us for a detailed exploration of Unified Managed Accounts (UMAs) in our upcoming webinar, presented by Bob Riggs, Regional Director at Envestnet. This…

jgepigon@nationallife.comMarch 27, 2025

Learning Library Tax/Estate Planning Variable Annuities

ESI Partner Transamerica: Beyond Money – The Rest of Retirement

Join us to explore 'Beyond Money - The Rest of Retirement' with our upcoming session led by experts from Transamerica. This presentation goes beyond…

jgepigon@nationallife.comMarch 27, 2025

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
TC7606693(0225)3 | Privacy and Legal Information