Tax/Estate Planning – Equity Services, Inc

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

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

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

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

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

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

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

Learning Library Tax/Estate Planning Variable Annuities

ESI Partner Prudential: New Goals, New Rules, New Year

We invite you to watch our recording with strategic insights from Prudential in our previous session 'New Goals, New Rules, New Year.' This timely…

jgepigon@nationallife.comMarch 9, 2025