Did you know that all of the Illuminations marketing and training resources – both ESI materials and Strategist materials – are available on the ESI Illuminations platform?
To access them, click on the Platform tab.
In the left column, you’ll see the resources organized into categories.
General Resources includes information on topics like fees and available Strategists. This is also where you’ll find Sales Maps and contact info for all the Strategists.
Special programs focuses on topics like Unified Managed Accounts and Directions.
The Training & Reference section includes resources from Envestnet, ESI and the individual Strategists.
ESI’s Illuminations marketing materials are categorized by client and advisors use and are located under the ESI Marketing Materials section.
Strategist Materials includes available marketing materials from each of the Strategists.
Questions or suggestions for additional content? Contact JennaSimanskas@NationalLife.com.
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