Technology – Equity Services, Inc

Technology

Corebridge Financial Now Approved for eSignature

ESI is continuously working with our top vendors to discuss eSignature acceptance. As a result of these conversations, effective immediately, Corebridge Financial is now…

Beth KnoxApril 1, 2025

Firm Update Technology

Exciting Docupace Enhancements: What You Need to Know!

We’ve just rolled out enhancements to Docupace, designed to make your workflow smoother and more efficient. Here’s what’s new: ✅ Automated Email Notifications –…

Mallorie ManoshMarch 25, 2025

Compliance & Licensing Technology

Field Notice 2025-05 Guidance Regarding Artificial Intelligence (AI)

The development and evolution of artificial intelligence (“AI”) is a prevalent topic in current media, and a source of active debate. While such tools…

Beth KnoxMarch 18, 2025

Technology Training

Register for Global Relay Texting Webinar

ESI Transitions from CellTrust to Global Relay We are thrilled to announce that we are expanding our partnership with Global Relay and transitioning from…

Beth KnoxFebruary 26, 2025

Firm Update Technology

The New Age of Texting! ESI Transitions from CellTrust to Global Relay

We are thrilled to announce that we are expanding our partnership with Global Relay and transitioning from CellTrust to Global Relay. Global Relay’s platform…

Beth KnoxFebruary 12, 2025

Technology

Update to the Entreda Cybersecurity Passing Score

Update Effective December 9th When we first rolled out Entreda, the cybersecurity system, we knew it would provide a better experience than our previous…

Beth KnoxDecember 3, 2024

Best Practices Prospecting & Marketing Technology

Seminar Success Starts Here: AcquireUp Now Available for ESI Reps and Advisors

A premier event marketing platform approved and available for your practice! As an ESI Rep or Advisor, you may be familiar with…

Mallorie ManoshNovember 7, 2024

Prospecting & Marketing Strategic Partners Technology

Redtail To Introduce New Pricing Structure

In August’s ESI Senior Leadership Update, we shared that Redtail would be introducing a new pricing structure for ESI. Starting December 19, 2024, Redtail…

Mallorie ManoshNovember 5, 2024

Firm Update Operations Technology

Streamlined Technology Support with Consolidated ESI Tech Email

To better assist you, the ESI Technology team is transitioning to a single support email: esitech@nationallife.com. This email address has been the primary point…

Mallorie ManoshOctober 15, 2024

Operations Technology

In Case You Missed It: Streamline Your Advertising Approvals with AdTrax

Submitting and managing advertising compliance approvals from National Life Group’s Advertising Guidance Team (AGT) has never been easier. AdTrax offers a new online submission…

Beth KnoxOctober 15, 2024

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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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