Important Reminder: Brokerage Account Paper Statement Fee will be Reflected on 9/30/21 Account Statements
In the 3rd quarter of 2021, National Financial Services, LLC. (NFS) will begin assessing a quarterly surcharge for the physical delivery of client trade confirmation and account statements. The new fee was originally communicated in FN 2020-30 in August of 2020. Click here for details.
2021 Premiere Select Retirement Accounts: Annual Maintenance Fee Cycle
National Financial Services will be charging Premiere Select Retirement accounts the annual $40.00 retirement maintenance fee on November 22nd, 2021. Review all the details here.
Advisor as Portfolio Manager – 2021 Continuing Education
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 31st, 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
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