Product – Page 3 – Equity Services, Inc

Product

Alternative Mutual Fund Lists – New Updates

The Q4 2022 alternative mutual fund lists have been updated. Please see below for additional information. Approved and Prohibited Alternative Mutual FundsThe purchase of…

Beth KnoxJanuary 10, 2023

Product

Key Rates to Watch

As we noted in “FIAs and SPDAs as Cash Alternatives”, for clients looking for capital preservation and competitive rates, some options to consider include…

Beth KnoxJanuary 3, 2023

Operations Product

Important Year End Dates and Reminders

Looking for NL application processing deadlines? Click here.For important reporting updates for RMDs and annual retirement account fees, click here. Holiday Phone Hours for…

Beth KnoxNovember 28, 2022

Operations Product

Product and Operations Updates

Operations Reporting Updates: RMD’s and Annual Retirement Account Fees Historically, ESI Operations has leveraged the automated Wealthscape reporting delivery system to send reports on…

Beth KnoxNovember 1, 2022

Product

Alternative Mutual Fund Lists Updated for Q3 2022

Approved and Prohibited Alternative Mutual FundsThe purchase of Alternative Mutual Funds that include inverse and leveraged strategies is not permitted. To assist with what…

Beth KnoxOctober 11, 2022

Product

Annuity Options in a Volatile Market

Do you have clients who are looking for an accumulation and/or income solution for their rollover, but today’s market volatility has them leaning into…

Beth KnoxSeptember 27, 2022

Product

CORRECTION: Watermark Lodging Trust Announces Stockholder Approval of Acquisition by Brookfield

Watermark Lodging Trust has announced stockholder approval of acquisition. Please click here for the details. 128802(0922)1

Beth KnoxSeptember 20, 2022

Product

Annuity Options in a Volatile Market

Do you have clients who are looking for an accumulation and/or income solution for their rollover, but today’s market volatility has them leaning into…

Beth KnoxSeptember 13, 2022

Product

Watermark Lodging Trust Announces Stockholder Approval of Acquisition by Brookfield

Click Here to Read Press Release TC128692(0922)1

Beth KnoxSeptember 13, 2022

Product

Important Notice: Touchstone Class C Reverse Stock Split

Important Notice from Touchstone Funds Reverse Stock Split of Certain Touchstone Fund’s Class C Shares Effective Date – after close of business October 14,…

Beth KnoxSeptember 6, 2022

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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