Did you read the recent Suitability Team Introduction?

Click Here to Read the Suitability Team Introduction

The Direct Business Suitability Team at ESI has gone through some changes recently, and we thought it would be a good time to reintroduce the group with a look into who they are and how they deliver financial confidence. In essence, this is the team who reviews direct business to make sure it’s suitable and in alignment with best interest. They’re all about continuous learning, keeping current on product innovation, and helping reps meet their firm and regulatory obligations.

Click Here to Meet the dedicated ESI Direct Business Suitability Team and read team members’ Bios.

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