Product – Page 10 – Equity Services, Inc

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

Advisory Solutions Product

Product Updates

Alternative Mutual Fund Lists – Approved and Watch List Updated for Q2 2020 The alternative mutual fund approved and watch lists have been updated. …

Beth KnoxJuly 15, 2020

Product Prospecting & Marketing

Goldman Sachs Select: A Liquidity Solution for Your Clients

Are your clients looking for a liquidity solution that doesn’t involve liquidating their investment portfolios? Securities-based lines of credit, (SBLOC) allow borrowers to access…

Beth KnoxJuly 6, 2020

Advisory Solutions Product

Fidelity Target Allocation Model Portfolio Changes

Click here for important updates regarding change to the Fidelity Target Allocation model portfolios. TC115488(0720)1

Beth KnoxJuly 6, 2020

Advisory Solutions Product

Important Product Updates

Brinker Capital and Orion Advisor Solutions to MergeFrom Brinker Capital:I am pleased to share some exciting news: Brinker Capital has entered into a merger…

Beth KnoxJune 30, 2020

Operations Product

Regulation Best Interest – Slight Modification to Fidelity Core Account Offerings

Effective June 30th, there will be a minor modification to Fidelity Core Account availability for your ESI Brokerage and Illuminations accounts. Default Core Money…

Beth KnoxJune 23, 2020

Product

Four New FIT Single Premium Index Annuities Coming at the End of June!

ESI has now approved the new FIT Single Premium Index Annuities being launched at the end of this month! Paperwork will be immediately available…

Beth KnoxJune 23, 2020

Advisory Solutions Product

Important Updates from AssetMark, Morningstar and Touchstone

Process Updates from AssetMark Broker Dealer Instruction: Bulk reassignment request with a letter of instructionTo move multiple accounts or clients to a different Financial…

Beth KnoxJune 3, 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
TC100395(0318)P | Privacy and Legal Information