Have You Completed Your 2021 Advisor as Portfolio Manager CE?

ESI’s 2021 Continuing Education Program for Advisors using the ESI Illuminations Flagship Select or Directions programs is now available on the FIRE Solutions website. Those required to take the course have received an e-mail welcome letter with further instructions on how to launch and complete this course.

The deadline for taking the course is October 31^st, and this training is only required for Advisors who are acting as Portfolio Manager, have invested accounts in Flagship Select or Directions, and have not yet completed training in 2021. If you didn’t receive the welcome letter, you are NOT required to take this course.

For details, please review Field Notice 2021-21: ESI Illuminations Advisor As Portfolio Manager CE

Questions? Sandy Colvin and Tom Longfellow are here to help!

Sandy Colvin: 802-229-3016 or SColvin@nationallife.com

Tom Longfellow: 802-229-7424 or Tlongfellow@nationallife.com

TC123624(1021)1

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Have You Completed Your 2021 Advisor as Portfolio Manager CE?

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