As we communicated previously, ESI has been building out a program to support Reps who are part of a formalized team. As part of that program, we’ve now added the following reports to ESI’s Leaderboard on the NL agent portal:

ESI Top Teams Advisory: ESI’s top teams based on advisory production.
ESI Top Teams Total: ESI’s top teams based upon total production.

These new reports are available on the agent portal under Compensation – Incentives.

TC131859(0223)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.

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Team Reports Now Available on the Agent Portal

Upcoming Webinars

ESI Partner Transamerica: Beyond Money – The Rest Of Retirement

ESI Partner Envestnet: Benefits of Unified Managed Accounts

ESI Investment Camp Series – Managed Money (Week 5 of 8)

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Previous PostHow Did You Achieve ESI’s Circle of Excellence?

Next PostShout Out to Our January Leaders!