Product – Page 6 – Equity Services, Inc

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

Product

One America Indexed Annuity Care- Now Available

ESI is pleased to announce that One America’s Indexed Annuity Care – fixed indexed annuity with long term care benefits is now available. This…

Beth KnoxJanuary 18, 2022

Product Strategic Partners

Join Pacific Life for an Introductory Webinar

As announced earlier, Pacific Life has joined ESI’s Strategic Partner Program, making their variable annuities now eligible for qualified and non-qualified registrations. Pacific Life…

Beth KnoxDecember 27, 2021

Product

Important Notice: Touchstone Name Change

From Touchstone Investments: IMPORTANT NOTICE: Touchstone Fund Name Change effective January 18, 2022 Touchstone Dynamic Global Allocation Fund name change to:Touchstone Dynamic Allocation Fund…

Beth KnoxNovember 30, 2021

Operations Product

Offer More Value to Your Clients with The Premiere Select Health Savings Account (HSA)

What is an HSA? An HSA gives individuals the flexibility to manage today's qualified medical expenses and plan, save, and invest for future health care…

Beth KnoxNovember 9, 2021

Product

We Are Introducing TWO New Products to Our Platform!

ESI is happy to announce that the Prudential FlexGuard Income variable annuity is now available. This VA is in addition to Prudential’s original FlexGuard…

Beth KnoxOctober 26, 2021

Product

Now Available! Q3 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 KnoxOctober 19, 2021

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

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