Product – Page 5 – Equity Services, Inc

Reminders: Alternative Mutual Funds & Google Chromebooks with Entreda

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 KnoxAugust 3, 2022

Product

Pacific Life: Top 5 Reasons!

The top five reasons to consider a Pacific Choice® 2 variable annuity with the optional benefit Investment Guard and optional beneficiary protection: Growth, Protection,…

Beth KnoxAugust 3, 2022

Operations Product

Move Money More Quickly – EWS is Here!

Early Warning System (or EWS) is a third party service provider that conducts real-time bank account status and ownership verification services using a consortium…

Beth KnoxJuly 26, 2022

Operations Product Technology

Q2 Alternative Mutual Fund Update

The Approved, Watch and Restricted mutual fund lists have been updated. See below for descriptions of the lists and links as well as training…

Beth KnoxJuly 26, 2022

Advisory Solutions Product

SEI Launched Dimensional Funds Strategies!

These new strategies launched on June 27th, 2022. They are designed by SEI’s Investment Management Unit and are consistent with SEI’s philosophy. The strategies…

Beth KnoxJune 28, 2022

Operations Product Technology

Did You Catch Our Latest ESI Leadership Call?

CLICK HERE FOR THE Q2 2022 LEADERSHIP FIELD UPDATE RECORDING *Having trouble with the link? Log into the agent portal first and try again!*…

Beth KnoxMay 31, 2022

Best Practices Product

RILAs as Potential Bond Alternatives

Historically, bonds have served as excellent diversifiers and hedges for equities risk. In many historical periods, bonds offered negative or low correlation to equities…

Beth KnoxMay 17, 2022

Product

Product Spotlight: Pacific Choice Variable Annuity

TC126672(0522)1

Beth KnoxMay 3, 2022

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

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
TC7606693(0225)3 | Privacy and Legal Information