Register now for an upcoming ESI Financial Planning Enhancements webinar with Dan Randall, VP of Product Management, Business Development and Dan House, Director, Suitability.
ESI Financial Planning Enhancements Webinar
Wednesday, May 29th at 2PM ET
Register Here
or
Thursday, May 30th at 2PM ET
Register Here
About the Presenters:
Dan Randall, VP of Product Management, Business Development, Equity Services, Inc. (ESI)
Dan Randall, CFP®, CLU, ChFC is Vice President of Product Management for Equity Services, Inc., headquartered in Montpelier, Vermont. He has over 25 years of experience in the financial services industry and primarily works with career and independent registered reps, their prospects, and advisors in the business and personal planning marketplace. His areas of expertise are focused on the needs of clients with an emphasis on financial risk management, life insurance protection, security research and selection, asset allocation and securities analytics, non-qualified and qualified benefit planning, business continuation, capital accumulation strategies, retirement distributions, and wealth transfer. Dan has earned his CFP®, CLU, ChFC, CSA, and FLMI, as well as securities licenses 6, 7, 66 and 24, and is an Investment Advisor Representative with Equity Services. Dan Randall can be reached at Equity Services, Inc, 1 National Life Drive, Montpelier, Vermont 05604. Telephone: 800-344-7437, ext. 7166. Email: drandall@nationallife.com.
Dan House, Director Suitability, Equity Services, Inc. (ESI)
Dan House has been with Equity Services for 10 years after careers as a whitewater boating instructor/guide, massage therapist, and field representative for Northwestern Mutual. He holds a BA in Math from Oberlin College, CLU, CFP, and MBA as well as FINRA series 4, 6, 7, 24, 52, 53, 63, and 65 licenses. Dan’s focus at ESI includes working with the product committee to ensure our representatives have appropriate options for their clients as well as facilitating the processing of transactions so that our representatives spend less time on paperwork and more time meeting with clients. When he’s not at work, he’s usually hiking or skiing with his very fluffy white dog or exploring new rivers in a canoe or kayak. Bucket list item: Scuba diving with his son and hammerhead sharks in the Galapagos Islands.
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