How Is Your Annual Client Contact Going?

Documenting your Annual Client Contacts process has been made easier within Docupace/Starting Point. You can now create your ‘Documentation of Annual Client Contact’ within Starting Point. A new tile selection is there to begin the process and the completed documentation will be archived to the client’s ‘General’ folder.

For step-by-step instructions on completing this new process, click here.

And, as always, if you have any questions please call 800-344-7437 or email DocupaceSupport@nationallife.com

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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.

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.

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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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How Is Your Annual Client Contact Going?

Previous PostJohn Keenan Joins ESI!

Next PostEnvestnet: Flagship Q4 2021 Commentary