The ESI Suitability team encourages you to contact us about your upcoming Direct Business transactions so that we may discuss big picture suitability topics and finer details prior to finalizing them with the client.
To provide you with the gift of time and ensure success, we recommend that you connect with us and utilize the Transaction Preview process. By leveraging Docupace and Starting Point we can preview Direct Business paperwork before you finalize it with client signatures. Engaging the Suitability Team before documents are signed allows us to work through any paperwork updates or questions and reduce potential back and forth with the client.
For any questions or to start the Transaction Preview process please contact the ESI Suitability team by calling 800-344-7437.
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