Product – Page 5 – Equity Services, Inc

Product

Alternative Mutual Fund List Updated!

The Alternative Mutual Fund Lists – Approved, Restricted and Watch List – have been updated. CLICK HERE TO VIEW: https://www.nationallife.com/agent/products/investments/mutual-funds Note: You might…

Beth KnoxApril 26, 2022

Compliance & Licensing Product

Mutual Fund Switching Activity

Switching is the selling or redemption of one mutual fund with a sales charge to buy another mutual fund with a sales charge. Recommended…

Beth KnoxApril 5, 2022

Product Training

Save the Date for This Pacific Life Webcast!

STATE OF THE CONSUMER: With a Focus on Women, Money, and Retirement Be one of the first to hear how consumers currently feel about…

Beth KnoxMarch 15, 2022

Operations Product

eDelivery Option Available for All Equitable VA Contracts

Equitable has announced that effective February 28, 2022 they are activating their eDelivery option for all Equitable variable annuity contracts, including Investment Edge®, Retirement…

Beth KnoxMarch 8, 2022

Product

Touchstone Credit Opportunities Fund Name and Distribution Schedule Change

Touchstone Credit Opportunities Fund name changes to Touchstone Ares Credit Opportunities Fund. CLICK HERE FOR NOTICE CLICK HERE FOR SUPPLEMENT INFO TC125663(0222)1

Beth KnoxFebruary 23, 2022

Product

Updated Life Expectancy Tables and LE Distribution Plans for Inherited IRAs

In November 2020, the IRS issued regulations that included updated Life Expectancy Tables used for calculating Required Minimum Distributions (RMDs). The new tables are…

Beth KnoxFebruary 1, 2022

Compliance & Licensing Product

Reminder: Additional Disclosures Required for Qualified Plans

Additional Disclosures Required for Qualified Plans Due to new interpretations of its regulations by the Department of Labor (“DOL”), additional disclosure is now required…

Beth KnoxFebruary 1, 2022

Product

Annuities in Qualified Accounts

With the implementation of Regulation Best Interest, ESI is reminding reps that the use of annuities within qualified accounts is generally limited to (click…

Beth KnoxFebruary 1, 2022

Product

Equitable Structured Capital Strategies Income Variable Annuity Now Available

ESI is pleased to announce that Equitable’s Structured Capital Strategies Income, (SCS Income) variable annuity is now available. SCS Income is a registered indexed…

Beth KnoxJanuary 18, 2022

Product

Alternative Mutual Fund Lists

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

Beth KnoxJanuary 18, 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
TC100395(0318)P | Privacy and Legal Information