Product – Page 2 – Equity Services, Inc

Upgraded EFA Planning and Consulting – Live TODAY, August 15th

A reminder that the new guidelines for EFA Planning and Consulting will become mandatory on August 15, 2024. This upgrade includes: Revised Financial Planning…

Beth KnoxAugust 14, 2024

Product Strategic Partners

Strengthen Relationships, Grow Business: Lincoln Strategic Partner Resources Guide

Seeking new ideas to grow your business? Explore Lincoln Financial’s Strategic Partner Resource Guide. Build Trust Using Practical Insights Enhance the Experience Communicate to…

Beth KnoxAugust 6, 2024

Product Strategic Partners

Brighthouse Financial Shield II Annuities Now Available

Brighthouse Financial has updated their Shield Level Annuities Product Suite with the introduction of the new Brighthouse Shield Level II Annuities and Shield Level…

Matt LyonJuly 30, 2024

Best Practices Operations Product

Advisory Fee Payments Coming Soon

Here are a few reminders regarding upcoming advisory fee payments from Illuminations and our Direct Money Managers: Quarterly Advisory fees are typically billed to…

Beth KnoxJuly 9, 2024

Product

Important Notice from Touchstone Investments

Reminder: The Touchstone International Growth Fund will merge into Touchstone Sands Capital International Growth Equity Fund, effective June 21, 2024.From Touchstone Investments:“On February 15,…

Beth KnoxJune 13, 2024

Product

Cash Alternatives for Clients Focused on Capital Preservation

How much cash is the average American holding? According to Personal Capital, “50-somethings had a median cash balance of $96,726, while the median cash…

Beth KnoxMay 9, 2023

Product

Alternative Mutual Fund Lists – Q1 2023 Updates

The alternative mutual fund lists have been updated for Q1 2023. To view the updated lists, click here: https://www.nationallife.com/agent/products/investments/mutual-funds Approved and Prohibited Alternative Mutual…

Beth KnoxApril 25, 2023

Product Strategic Partners

Updated Lincoln Sales Map

At Lincoln, our number one job is helping our customers realize financial security - for today and tomorrow. Click here for our updated Sales…

Beth KnoxApril 18, 2023

Compliance & Licensing Product

Annuities Funded by 401(k) Rollovers

To comply with Regulation Best Interest and Department of Labor regulations, firm policy requires 401(k) rollovers to be identified as the result of either…

Beth KnoxApril 18, 2023

Product

New Allianz Variable Annuity Sales Piece

New Allianz Variable Annuity Sales Piece and Updated Sales Contact Directory Map Allianz has introduced a new registered representative sales piece, “You can’t win…

Beth KnoxApril 11, 2023

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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