Product – Equity Services, Inc

Product

Brighthouse Financial to be acquired by Aquarian Capital

Brighthouse Financial has entered into a definitive agreement to be acquired by Aquarian Capital, a diversified global holding company with a strategic portfolio of…

Beth KnoxDecember 1, 2025

Product

Touchstone Large Company Growth Fund to Reorganize

Update from Touchstone: "On August 14, 2025, the Board of Trustees of the Touchstone Strategic Trust (“Trust”) approved converting the Touchstone Large Company Growth…

Beth KnoxNovember 18, 2025

Product

New Approval – Lincoln Level Advantage 2 Income B Share RILA

ESI is happy to announce the approval of the Lincoln Level Advantage 2 Income B Share. Lincoln Level Advantage 2 Income annuity is a…

Mallorie ManoshNovember 10, 2025

Product

Webinar: New Private Real Estate Investment Opportunity Through iCapital

Join us for an exclusive introduction call to explore a new private real estate investment opportunity from FS Investments, available through the iCapital alternative…

Mallorie ManoshOctober 14, 2025

Product Technology

Pacific Life Annuities Now Approved for eSignature

ESI is continuously working with our top vendors to discuss eSignature acceptance. As a result of these conversations, effective immediately, Pacific Life (Annuities) is…

Beth KnoxOctober 7, 2025

Product

SCS Premier – Announcement and Suitability Best Practices

Equitable Financial developed the Structured Capital Strategies (SCS) Premier as their next generation RILA. The new version is an index-linked annuity that has a…

Mallorie ManoshSeptember 29, 2025

Best Practices Operations Product

Clear Conversations: Setting the Right Expectations for FIAs and RILAs

As financial professionals, our credibility comes from being clear, accurate, and client-focused. One area where we can make a big impact is how we…

Mallorie ManoshSeptember 15, 2025

Advisory Solutions Product Training

ESI Meet the Strategists Series: Russell Investments

ESI Meet the Strategists Series: Russell Investments Tuesday, Sep 9, 2025 2:30 PM Eastern Time Register Here Join us for another engaging installment of…

Beth KnoxAugust 27, 2025

Product Strategic Partners

Introducing Our First Alternative on iCapital: AMG Pantheon Private Equity Fund

We’re excited to announce the introduction of the AMG Pantheon Private Equity Fund — the first alternative investment now available on ESI’s new iCapital…

Mallorie ManoshAugust 20, 2025

Firm Update Product Strategic Partners

iCapital: The Wait Is Over

Get Ready to Expand Your Access to Alternatives! Later this month, ESI will launch a new platform partnership with iCapital, giving our advisors access…

Mallorie ManoshAugust 5, 2025

Third party articles are provided for your information only, and have neither been reviewed nor approved to be used with consumers.
Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.

Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.

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