COMING SOON! Collect Up to 100% of Financial Planning and Consulting Fees In Advance!

In the past, EFA limited the pre-payment of planning/consulting fees to no more than 50% of the total fee charged. But the field has spoken! And based on your feedback, EFA has amended its policies to permit advisors to collect up to the full amount of the fee in advance of delivery of service (provided they meet certain stipulations)! And soon, too! Starting Thursday July 1^st! (That’s only two weeks away!)

THIS IS GREAT NEWS, FOLKS! CLICK HERE TO GET THE DETAILS!

TC121519(0621)1

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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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TC100395(0318)P | Privacy and Legal Information

COMING SOON! Collect Up to 100% of Financial Planning and Consulting Fees In Advance!

Previous PostImportant Information about Paper Surcharge Fee Coming in Q3

Next PostHave You Checked out Docupace Start Yet?