Strategic Partners – Page 5 – Equity Services, Inc

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

Advisory Solutions Strategic Partners

Maple Capital May Fixed Income Commentary Now Available

“After rising for three straight months, bond yields declined a bit (9 to 12 basis points) in April. As in the prior months, most…

Beth KnoxMay 18, 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 Strategic Partners

Tapping into Maple: Inflation Worries

It is no secret that the federal government has been spending a lot of money during the past twelve months to combat a historic…

Beth KnoxFebruary 23, 2021

Strategic Partners

Updated Sales Maps for Nationwide and Brighthouse!

Click Here for Brighthouse contact information. Click Here for Nationwide contact information. Looking for other partner’s contact information? We keep the most up to…

Beth KnoxFebruary 2, 2021

Product Strategic Partners

New Transamerica Sales Map Now Available

Transamerica has a newly updated sales map – click here to download it. TC118266(1120)1

Beth KnoxNovember 24, 2020

Prospecting & Marketing Strategic Partners

Client Tax Planning Calendar Available from Symmetry Partners

Symmetry Partner's tax planning calendar is now available and includes key tax deadlines and tax planning activities throughout the year. Download it here! TC117455(1020)1

Beth KnoxOctober 13, 2020

Prospecting & Marketing Strategic Partners

7 Ingredients That Make You Truly Authoritative in Your Clients’ Eyes

One of the greatest accolades you can receive from a client is the declaration that you are an authority in your field. Even better…

Beth KnoxSeptember 15, 2020

Prospecting & Marketing Strategic Partners

How to Stay Virtually Connected with Prospects and Clients

To enhance your client connections, consider supplementing in-person meetings and seminars with digital alternatives, such as video conferencing and webinars. Virtual meetings can help…

Beth KnoxSeptember 1, 2020

Advisory Solutions Operations Product Strategic Partners

Important Updates from Brighthouse Financial and Touchstone Investments

From Brighthouse Financial: Changes to Our Call and Servicing CenterBeginning September 8, 2020, Brighthouse Financial® will have new annuity servicing center contact details. We'll…

Beth KnoxSeptember 1, 2020

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