Strategic Partners – Page 2 – Equity Services, Inc

Advisory Solutions Product Strategic Partners

Brinker Capital – Available for New Accounts

Brinker Capital and their Destinations portfolios had been suspended to new accounts since February 1, 2024. This restriction was for both Illuminations and direct…

Beth KnoxAugust 20, 2024

Strategic Partners Technology

Envestnet Portal Redesign: ENV3 Reskin

SummaryWe are excited to inform you that during the weekend of July 26th, Envestnet will be launching a new user interface, referred to as…

Beth KnoxAugust 14, 2024

Product Strategic Partners

Strengthen Relationships, Grow Business: Lincoln Strategic Partner Resources Guide

Seeking new ideas to grow your business? Explore Lincoln Financial’s Strategic Partner Resource Guide. Build Trust Using Practical Insights Enhance the Experience Communicate to…

Beth KnoxAugust 6, 2024

Product Strategic Partners

Brighthouse Financial Shield II Annuities Now Available

Brighthouse Financial has updated their Shield Level Annuities Product Suite with the introduction of the new Brighthouse Shield Level II Annuities and Shield Level…

Matt LyonJuly 30, 2024

Strategic Partners Training

Jackson Webinar – Unlocking Advisor Alpha: Maximizing Opportunity through Tax Management and Client Satisfaction

Register HereWhen: Thursday, August 1, 2024, 12:00PM Eastern TimeSession Title: Unlocking Advisor Alpha: Maximizing Opportunity through Tax Management and Client SatisfactionSession Description:Are you asking…

Beth KnoxJuly 23, 2024

Strategic Partners

Envestnet Announces $4.5 Billion Take-Private Transaction with Bain Capital

In a release on July 11th, Envestnet announced that it has entered into a definitive agreement to be acquired by Bain Capital for $4.5…

Mallorie ManoshJuly 16, 2024

Advisory Solutions Strategic Partners Technology

Enhancing Advisory Capabilities with ESI Illuminations

We are excited to announce the latest updates to our ESI Illuminations advisory platform. This upgrade includes new manager additions, allowing for a broader…

Mallorie ManoshJuly 2, 2024

Advisory Solutions Best Practices Operations Prospecting & Marketing Strategic Partners Training

Recorded Webinar: ESI Illuminations – Custom Solutions with Direct Indexing

Presented by ESI and Envestnet: View the Recorded Webinar With features like broad equity exposure, personalization, low investment management expenses, tax management, and lower…

Beth KnoxMay 9, 2023

8 Lessons Learned From the 2008 Recession That Are Applicable Today

Advisory Solutions Best Practices Strategic Partners

8 Lessons Learned From the 2008 Recession That Are Applicable Today

It’s been said that all economic and market downturns are different in terms of cause, length, severity, and impact. The one thing they always…

Beth KnoxApril 25, 2023

Prospecting & Marketing Strategic Partners

The Value of Income Planning

Many clients worry about their retirement savings lasting their lifetime and some are apprehensive to discuss the issue - even with their financial professional.…

Beth KnoxApril 18, 2023

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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.

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