Strategic Partners – Page 4 – Equity Services, Inc

Fixed Income Commentary Available

“Following the “Forgettable February” theme, “Miserable March” was not a pretty month for bond returns, but the future income component on new bond investments…

Beth KnoxApril 19, 2022

Strategic Partners

Bright Break: What’s Ahead with Jerry Rice

Fuel your motivation by joining a Bright Break with professional football Hall-of-Fame athlete Jerry Rice. Over his career, Jerry Rice's dedication, commitment, and discipline…

Beth KnoxApril 12, 2022

Best Practices Strategic Partners

New Practice Management Piece from Jackson National

The COVID-19 pandemic has unquestionably affected the financial professional-client relationship. While many clients, and their financial professionals, have opted for virtual meetings as opposed…

Beth KnoxMarch 29, 2022

Strategic Partners Training

Sign Up Today! ESI Leadership Call and Pacific Life Product Launch!

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

Beth KnoxJanuary 4, 2022

Advisory Solutions Strategic Partners

Maple Capital: Fixed Income Commentary – December 2021

Our format this month takes a slightly different approach. First, we provide some brief color on what transpired in the bond market last month.…

Beth KnoxJanuary 4, 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

Strategic Partners

Pacific Life Joins ESI’s Variable Annuity Strategic Partner Program

ESI is very happy to announce that Pacific Life has joined our Strategic Partner Program. Pacific Life’s variable annuities are now eligible for qualified…

Beth KnoxDecember 15, 2021

Advisory Solutions Strategic Partners

November 2021 Fixed Income Commentary from Maple Capital

Bond yields were in flux in October, pricing in a more aggressive path of Fed rate hikes in the process. As a result, the broad…

Beth KnoxNovember 9, 2021

Product Strategic Partners

Important Notice from Touchstone Investments

IMPORTANT UPDATE Touchstone Fund Name Change & Strategy Change effective October 28, 2021 Touchstone Ohio Tax-Free Bond Fund name change to: Touchstone Core Municipal…

Beth KnoxOctober 5, 2021

Advisory Solutions Strategic Partners

Save the Date for AssetMark: Impact Assets – Donor Advised Funds

Tuesday, September 28 at 1:00 pm ET The ImpactAssets Donor Advised Fund with AssetMark is an innovative donor advised fund that empowers your clients…

Beth KnoxSeptember 21, 2021

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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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