Product – Page 9 – Equity Services, Inc

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

Product Prospecting & Marketing Strategic Partners

Tax Guides from Transamerica

Two new tax guides from Transamerica are now available. The Tax Review Guide is designed to help you look for opportunities within the IRS…

Beth KnoxMarch 23, 2021

Advisory Solutions Product

Product Updates from Russell Investments

From Russell Investments:Important Information: Annual prospectus update, Core Model Strategies and LifePoints® Funds reallocations, liquidation of two RIC funds, and manager changes in two…

Beth KnoxMarch 9, 2021

Product

Transamerica Annuity Product and Rider Closures

Communication from Transamerica: ANNUITY PRODUCT AND RIDER CLOSURES You deserve a product partner that is dedicated to delivering and maintaining solutions that evolve with…

Beth KnoxFebruary 17, 2021

Product

Transamerica Annuity Product and Rider Closures

Communication from Transamerica: ANNUITY PRODUCT AND RIDER CLOSURESYou deserve a product partner that is dedicated to delivering and maintaining solutions that evolve with the…

Beth KnoxFebruary 9, 2021

Advisory Solutions Product

Invesco Fund Mergers

In a meeting held on January 22, 2021, the Board of Trustees for the Invesco Funds unanimously approved an Agreement and Plan of Reorganization…

Beth KnoxJanuary 26, 2021

Product

Alternative Mutual Funds – Quarterly Update

The alternative mutual funds Approved, Watch and Restricted lists have been updated. The links to the current lists are listed below. If you have…

Beth KnoxJanuary 26, 2021

Advisory Solutions Operations Product Technology

ESI Field Leadership Update Call: January 2021

Please join ESI’s Executive Leadership Team for our Quarterly Field Update series. In this session, we’ll be reviewing the activities and results of Q4…

Beth KnoxJanuary 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

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