Learning Library

RightBRIDGE Annuity Wizard The RightBridge Annuity Wizard launched on October 12 and is available to all ESI representatives at no cost through the National…

ESI is introducing a new Bank Deposit Sweep Program (BDSP) for eligible brokerage accounts. Join us for a high-level overview of this important enhancement…

ESI is introducing a new Bank Deposit Sweep Program (BDSP) for eligible brokerage accounts. Join us for a high-level overview of this important enhancement…

Panel Discussion - Growing Your Practice with Intention and Efficiency A recording from Thursday, April 9th. View the recording of an engaging panel discussion…

Future Standard - FS Credit REIT Product Discussion A recap from Thursday, March 19th. This insightful webinar explores the fundamentals and opportunities of investing…

Iran Strikes Market Assessment with Fidelity Investments A recap from Tuesday, March 10th. Join ESI's Brian Nelson in collaboration with Fidelity’s Paul Ma, for…

Join ESI and strategic partner Maple Capital as we look ahead to 2026. This market outlook focuses on what matters most to clients—protecting progress, managing…

Watch here for an insightful session with a our VA partners from Pacific Life! Client Conversations Social Security: When Should I Claim my Benefit…

Advance Your Practice with Specialized Training Part of the ESI Investment Camp, the ESI Advisor Ascend Series is a five-session program designed to support…

Advance Your Practice with Specialized Training Part of the ESI Investment Camp, the ESI Advisor Ascend Series is a five-session program designed to support…