Learning Library – Page 2 – Equity Services, Inc

Financial Planning Learning Library Variable Annuities

ESI Partner Jackson: Modeling Annuities within MoneyGuide and eMoney

We invite you to watch our recording on an informative session hosted by our partners from Jackson National. Watch the replay and dive into…

jgepigon@nationallife.comJuly 31, 2025

Advisory Learning Library Market Outlook

ESI Partner Maple Capital: Mid Year Market Outlook

We invite you to watch our recording on an informative session hosted by our partners from Maple Capital. Watch the replay of this engaging…

jgepigon@nationallife.comJuly 8, 2025

Fixed-Income Learning Library Market Outlook

ESI Partner AAM: Mid-Market Outlook and Fixed Income

We invite you to watch our recording on an informative session hosted by our partners from Advisors Asset Management (AAM). Watch the replay of…

jgepigon@nationallife.comJuly 8, 2025

Learning Library

ESI Partner Assetmark: Capturing and Retaining Assets – Engaging Current Clients and the Next Generation

We invite you to watch our recording on an informative session hosted by our partners from Assetmark. Watch the replay of this enlightening session…

jgepigon@nationallife.comJuly 8, 2025

Learning Library Variable Annuities

ESI Partner Transamerica: Talking to America – Language of the Customer

We invite you to watch our recording on an informative session hosted by our partners from Transamerica. Watch the replay of this transformative session…

jgepigon@nationallife.comJuly 8, 2025

Learning Library Tax/Estate Planning Variable Annuities

ESI Partner Equitable: Share Your Love Family Discussion Guide

We invite you to watch our recording on an informative session hosted by our partners from Equitable. Watch the replay of the "Share Your…

jgepigon@nationallife.comJuly 8, 2025

Advisory Solutions Learning Library Prospecting & Marketing

ESI Partner Assetmark: Successful Prospecting Strategies

We invite you to watch our recording on an informative session hosted by our partners from Assetmark. This useful session dives into the crucial…

jgepigon@nationallife.comJuly 8, 2025

Learning Library Tax/Estate Planning Variable Annuities

ESI Partner Prudential: Benefits of Funding Trusts with Annuities

We invite you to watch our recording on an informative session hosted by our partners from Prudential. Dive into the intricacies of legacy planning…

jgepigon@nationallife.comJune 18, 2025

Learning Library Tax/Estate Planning Variable Annuities

ESI Partner Lincoln: All in the Family – Multigenerational Income Planning

We invite you to watch our recording on an informative session hosted by our partners from Lincoln Financial. There’s a great deal at stake…

jgepigon@nationallife.comJune 18, 2025

Financial Planning Learning Library Practice Mgmt

ESI Partner MoneyGuide: The Importance of Financial Planning

We invite you to watch our recording on an informative session hosted by our partners from Envestnet-MoneyGuide going over the importance of Financial Planning…

jgepigon@nationallife.comJune 18, 2025