Product – Page 7 – Equity Services, Inc

Best Practices Operations Product Technology

ESI Leadership Recording Now Available

If you missed the ESI Senior Leadership Quarterly Field Update, the recording and a recap are now available. Click here for the recording. Click…

Beth KnoxAugust 17, 2021

Operations Product Technology

In Case You Missed It…

Coming Soon: NFS Quarterly Surcharge for Physical Confirmation and StatementsBrokerage clients need to sign up for electronic delivery before September 15th! Click here for…

Beth KnoxAugust 3, 2021

Advisory Solutions Compliance & Licensing Incentives Operations Product Technology

Did you miss the ESI Leadership call?

Last week’s ESI Leadership call provided updates, announcements and reminders of new resources that can help save you time and build your business. Click…

Beth KnoxAugust 3, 2021

Product

Updated Alternative Mutual Fund List!

The approved and restricted alternative mutual funds, as well as the watch lists have been updated. Below is a summary of the requirements for…

Beth KnoxJuly 20, 2021

Product

Now Available: Equitable’s Structured Capital Strategies Plus VA

ESI is pleased to announce that Equitable’s new registered index linked variable annuity, Structured Capital Strategies Plus 21 is now available. This is Equitable’s…

Beth KnoxJuly 13, 2021

Product

Invesco Announces a Change to Mutual Funds 12b-1 Payment Frequency

From Invesco On July 1, 2021, Invesco will modify the distribution frequency of its Rule 12b-1 payments (Fee or Fees) on its Retail Mutual…

Beth KnoxJune 8, 2021

Advisory Solutions Product

Morningstar Smart Investor: Top 15 Funds leading the Way on ESG

The ability to outperform traditional benchmarks while pursuing sustainability initiatives has often seemed an elusive goal for investors. Using the Morningstar Analyst Rating together…

Beth KnoxMay 25, 2021

Product

An Important Message from Transamerica

Retirement Income Choice® 1.6 and Retirement Income Max® At Transamerica, we are committed to helping our customers save and retire with the income solutions…

Beth KnoxApril 28, 2021

Product

Alternative Mutual Fund List – Quarterly Update

The alternative mutual funds lists – Approved, Watch and Restricted – have been updated. Approved and Prohibited Alternative Mutual Funds The purchase of Alternative…

Beth KnoxApril 20, 2021

Advisory Solutions Product

Important Information from Russell Investments

From Russell Investments As communicated previously, we are making strategic adjustments to the Core Model Strategies and the LifePoints® Funds, Target Portfolio Series to…

Beth KnoxApril 6, 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

For Registered Representative Use Only – Not For Use With The Public
TC7606693(0225)3 | Privacy and Legal Information