Learning Library – Page 3 – Equity Services, Inc

Learning Library Tax/Estate Planning Variable Annuities

ESI Partner Jackson: 2025 Tax Playbook

We invite you to watch our recording on an informative session focusing on estate planning, presented by Jackson National. This webinar will provide a…

jgepigon@nationallife.comApril 29, 2025

Advisory Learning Library

ESI Meet the Strategists Series – Horizon Investments

We invite you to watch our recording on our "Meet the Strategists" series, where we're excited to feature Horizon Investments. This session will explore…

jgepigon@nationallife.comApril 29, 2025

Advisory Financial Planning Learning Library Practice Mgmt

ESI Partner Envestnet: Leading with Planning

We invite you to watch our recording about an insightful session on adopting a planning-first approach, presented by Envestnet. This webinar, titled "Leading With…

jgepigon@nationallife.comApril 29, 2025

Learning Library Tax/Estate Planning Variable Annuities

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

We invite you to watch our recording on a crucial session hosted by Prudential on 'Investing in a Changing Tax Environment.' This presentation will…

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. We invite you to watch our…

jgepigon@nationallife.comApril 22, 2025

Advisory Learning Library Tax/Estate Planning

ESI Partner Assetmark: Tax Management Services Overview and Demo

We invite you to watch our recording on for an important session presented by AssetMark, focusing on their comprehensive Tax Management Services. This webinar…

jgepigon@nationallife.comApril 22, 2025

Advisory Learning Library

ESI Meet the Strategists Series – Portfolio Management Consultants PMC

We invite you to watch our recording on an informative session in our "Meet the Strategists" series, where we will explore the innovative approach…

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 watching our recording of this webinar on "2025 Tax Updates," presented by experts from…

jgepigon@nationallife.comApril 16, 2025

Advisory Learning Library

ESI Partner Envestnet: Leveraging the Power of SMAs and UMAs

We invite you to watch our recording on a detailed exploration of Unified Managed Accounts (UMAs) in our webinar, presented by Bob Riggs, Regional…

jgepigon@nationallife.comMarch 27, 2025

Learning Library Tax/Estate Planning Variable Annuities

ESI Partner Transamerica: Beyond Money – The Rest of Retirement

We invite you to watch our recording to explore 'Beyond Money - The Rest of Retirement' with our upcoming session led by experts from…

jgepigon@nationallife.comMarch 27, 2025