Product – Page 10 – Equity Services, Inc

Product

Approved, Restricted and Watch List Funds Updated

The Q3 2020 Approved, Restricted and Watch List funds have been updated and are available online. Prior to offering alternative mutual funds, ESI reps…

Beth KnoxOctober 13, 2020

Operations Product

Changes to VA Contracts Delivery – New FAQs Included

Historically, when a variable annuity was sold, the practice was to send the contract directly to the Rep who then delivered it to the…

Beth KnoxSeptember 29, 2020

Product

401k Retirement Plan Options from American Funds and TD Ameritrade Now Available

OverviewTwo new 401k retirement plan options are now available to Investment Advisor Representatives. Capital Group, home of American Funds, offers flexible retirement plan solutions,…

Beth KnoxSeptember 22, 2020

Operations Product

Important Read: Changes to VA Contracts Delivery

Historically, when a variable annuity was sold, the practice was to send the contract directly to the Rep who then delivered it to the…

Beth KnoxSeptember 22, 2020

Product Prospecting & Marketing

401k Retirement Plan Options from American Funds and TD Ameritrade Now Available

OverviewTwo new 401k retirement plan options are now available to Investment Advisor Representatives. Capital Group, home of American Funds, offers flexible retirement plan solutions,…

Beth KnoxSeptember 15, 2020

Product

From W.P. Carey: CPA:18 Announces Updated NAV and Changes to Redemption Program

Dear Financial Advisor,As COVID-19 continues to have a significant impact on the global economy, we are closely monitoring its effect on all aspects of…

Beth KnoxSeptember 8, 2020

Advisory Solutions Operations Product Strategic Partners

Important Updates from Brighthouse Financial and Touchstone Investments

From Brighthouse Financial: Changes to Our Call and Servicing CenterBeginning September 8, 2020, Brighthouse Financial® will have new annuity servicing center contact details. We'll…

Beth KnoxSeptember 1, 2020

Operations Product

Important ESI Suitability Tip regarding the LSW Rate Booster Crediting Strategies

Tip on filling out the ESI Annuity Purchase & Exchange Disclosure (ES0537) formWith the recent introduction of FIT Focus and FIT Horizon annuities from…

Beth KnoxAugust 18, 2020

Product

Beneco Retirement Platform for Contractors – Now Available!

ESI is happy to announce that Beneco and their retirement platform for prevailing wage employees is now available. This is an opportunity to work…

Beth KnoxJuly 28, 2020

Operations Product

Prudential Annuity Companies Now Approved for eSignature!

ESI is continuously working with our top vendors to discuss eSignature acceptance. As a result of these conversations, effective immediately, Prudential Annuity Companies are…

Beth KnoxJuly 28, 2020

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.

The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.

ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.

Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.

Third party articles are for information only and have not been reviewed or approved for use with consumers

For Registered Representative Use Only – Not For Use With The Public
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