New Exam Reimbursement Form and Process

Supporting our Registered Reps in their professional development as financial services professionals is something ESI is deeply committed to.

We offer reimbursement for exam preparation courses associated with the Series 6, 7, 63, 65 and 66 exams.

Here’s how it works:

ESI will reimburse for exam preparation courses up to a maximum of $250 per exam
To request reimbursement, complete this form
Applicable only if the exam is passed
No restrictions on exam prep courses/companies, but don’t forget that we also offer special discounts with:
- STC: Use this link: Securities | National Life
- Kaplan: Kaplan – offers a 10% discount.
  - Call 877-731-5061 to get discount and use company code NL Group

Ready to sit for an exam? Use this Experienced Rep Checklist.

As of 07/1/2024, ESI is no longer providing vouchers for exam prep courses and the Exam Prep Reimbursement Form must be used.

Please contact the ESI Business Development Team with questions.

TC143255(0724)1

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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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New Exam Reimbursement Form and Process

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