Product – Page 3 – Equity Services, Inc

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

Product

Updates from Touchstone Investments

From Touchstone Investments Touchstone Anti-Benchmark® International Core Equity Fund UpdatesIMPORTANT NOTICE Touchstone Anti-Benchmark International Core Equity FundLiquidation Notice - March 30, 2023 At a…

Beth KnoxFebruary 28, 2023

Product

RREEF Property Trust Update

As of February 23, 2023, RREEF Property Trust, Inc. (the “Company”) has received share redemption requests during the quarter ending March 31, 2023 in…

Beth KnoxFebruary 28, 2023

Product

Fixed Rate CDs – Cash Alternative through AAM Fixed Income

Now that interest rates have increased, there can be more attractive cash alternatives than bank savings accounts. AAM is ESI’s primary fixed income distributor…

Beth KnoxFebruary 21, 2023

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

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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