Holiday Hours
The ESI phones will be shutting down at 4pm on Thursday December 31st and ESI will be closed Friday, January 1st in observance of…
Beth KnoxDecember 28, 2020
Year End Reminders
BROKERAGE OPERATIONS – IMPORTANT DATES Dec. 31, 2020Fidelity Clearing & Custody Fee Processing and Balance RemindersIn order for a client to avoid the $35…
Beth KnoxDecember 28, 2020
Want to avoid a Beneficiary Headache? There’s a report for that.
There are numerous reports available in Wealthscape that can help manage operational aspects of your practice. This week, we will highlight the “Account Beneficiary…
Beth KnoxDecember 15, 2020
NFS Annual Custody and Recordkeeping (Inactivity Fee)
National Financial Services will be applying their annual “inactivity fee” on December 31, 2020. The fee is charged once per year to accounts meeting…
Beth KnoxDecember 8, 2020
Coming Soon: MerrillConnect Platform Relaunch
National Life is excited to announce that very soon, the MerrillConnect forms and materials ordering platform will be relaunched. The improved user experience includes…
Beth KnoxDecember 8, 2020
Important Upcoming Dates
With the end of the year quickly approaching, please make note of the following important deadlines for business processing. Important Note: The Coronavirus Aid,…
Beth KnoxDecember 8, 2020
E-Delivery Promotion Winners Have Been Announced!
As stated in Field Notice 2020-30, increasing mailings mandated by regulators and increasing mailing costs have resulted in potential fees for clients who are still…
Beth KnoxDecember 2, 2020
Mark Your Calendar!
With the end of the year quickly approaching, please make note of the following important deadlines for business processing. Important Note: The Coronavirus Aid,…
Beth KnoxDecember 1, 2020
Happy Thanksgiving!
ESI is closed on Thanksgiving Day - Thursday November 26th, and will re-open for a limited day on Friday November 27th with phone operating…
Beth KnoxNovember 24, 2020