Prospecting & Marketing – Page 8 – Equity Services, Inc

Don’t Miss a Shout Out!

Have you seen the new Shout Out report? Spotlighting newly affiliated Reps and ESI Leaders, this monthly report has been created to simply celebrate…

Beth KnoxJune 8, 2021

Prospecting & Marketing

SmartAsset Now Available to IARs!

SmartAsset is an approved lead generation system that ESI Investment Advisor Representatives (IARs) can sign up for on a pay per lead basis. How…

Beth KnoxMay 25, 2021

Prospecting & Marketing

Congratulations to Our 2021 ESI Circle of Excellence Members!

We’d like to congratulate our 2021 ESI Circle of Excellence* members! Comprised of our twenty-five top producers, based on 2020 production, membership in ESI’s…

Beth KnoxMay 10, 2021

Advisory Solutions Prospecting & Marketing

Take a Fresh Look at the Marketing and Training Resources Available on the ESI Illuminations Platform

Did you know that all of the Illuminations marketing and training resources – both ESI materials and Strategist materials – are available on the…

Beth KnoxApril 6, 2021

Prospecting & Marketing

Open the Door to Conversation!

Click here to learn more about National Life’s new YouTube Channels! TC120380(0421)1

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

Prospecting & Marketing

Understanding Social Security and Medicare

Do your clients have questions about social security or Medicare? Allianz has a new guide available. TC119718(0221)1

Beth KnoxFebruary 23, 2021

Prospecting & Marketing

Save the Date for ESI Rep Insights – 2021 Episode 1

Please join us for the first installment of the 2021 ESI Rep Insights Series. This series began in 2020 as a forum for ESI…

Beth KnoxFebruary 9, 2021

Advisory Solutions Prospecting & Marketing

Into the Unknown

Brinker Capital’s Chief Behavioral Officer, Dr. Daniel Crosby, digs into why we hate uncertainty—something we have all had to deal with over the past…

Beth KnoxJanuary 26, 2021

Prospecting & Marketing

Congratulations to Our ESI Elite Symposium Qualifiers!

Congratulations to this year’s ESI Elite Symposium Qualifiers! The following Reps have qualified for ESI’s annual conference in New Orleans! The following Agencies have…

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

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