Product – Page 2 – Equity Services, Inc

Touchstone Large Company Growth Fund to Reorganize to an ETF

The Touchstone Large Company Growth Fund will be reorganizing to an ETF. There will be no change to the investment goal, principal investment strategies,…

Mallorie ManoshFebruary 26, 2026

Product

Kansas Learning Quest Advisor 529 Plan – Changes to Direct

Effective March 30, 2026, the Learning Quest Advisor Program will consolidate into the direct sold Quest529 Education Savings Plan (Quest529). Prior to and in…

Beth KnoxFebruary 17, 2026

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