Product – Equity Services, Inc

Delaware Life –Pause on New Sales

Effective immediately, ESI is pausing new sales of the Delaware Life TruePath Income Fixed Indexed Annuity. ESI is taking this action after Delaware Life…

Mallorie ManoshSeptember 16, 2026

Product

Touchstone Retirement Income Strategy – Asset Allocation Change

As part of Touchstone’s ongoing management of the strategy, the cash allocation will be reduced from 10% to 2%. The strategy will add an…

Mallorie ManoshAugust 20, 2026

Product

Now Available at ESI: Cantor Fitzgerald Infrastructure Fund

We are pleased to announce that the Cantor Fitzgerald Infrastructure Fund is now available for ESI to offer to appropriate clients. Join the Webinar…

Beth KnoxAugust 13, 2026

Product

Now Available: Lincoln OptiBlend® Income 7 & Income 10

ESI is pleased to announce that Lincoln OptiBlend® Income 7 and Lincoln OptiBlend® Income 10 have been approved and are now available. These fixed indexed annuities…

Mallorie ManoshJuly 16, 2026

Product Strategic Partners

Expanding Advisor Choice with Sammons Retirement Solutions

More Solutions. More Choice. Meet ESI's Newest Strategic Partner. ESI is pleased to welcome Sammons Retirement Solutions® (SRS) as our newest strategic partner, expanding…

Mallorie ManoshJune 17, 2026

Advisory Solutions Product Training

June 23rd Webinar: (Re)Introducing AssetMark Self-Directed Brokerage Account

Join ESI and AssetMark Topic: (Re)Introducing AssetMark Self-Directed Brokerage Account June 23rd, 2026 2:00 PM ET Register Here What if you could help clients…

Beth KnoxJune 9, 2026

Advisory Solutions Product

June 16th Webinar: AMG Pantheon Fund

Join ESI and Pantheon Topic: AMG Pantheon Fund June 16th, 2026 2:00 PM ET Register Here Attendees will gain insight into the AMG Pantheon…

Beth KnoxJune 9, 2026

Operations Product

Jackson Market Link Pro 4 Approved

ESI is pleased to announce that Jackson Market Link Pro 4 has been approved and is available as of June 8, 2026. Market Link…

Beth KnoxJune 9, 2026

Product Strategic Partners

New Product Available: Transamerica Structured Index Advantage Income Annuity

ESI is pleased to announce that the Transamerica Structured Index Advantage Income Annuity is now available for new business. This product serves as Transamerica's…

Mallorie ManoshMay 29, 2026

Firm Update Product

Jared Vachon Joins ESI as Senior Investment Product Management Associate

Jared Vachon has joined ESI as Senior Investment Product Management Associate, where he focuses on supporting the development and implementation of investment solutions for…

Beth KnoxMay 5, 2026