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Prospecting & Marketing

Updates to White Glove

By January 10, 2023No Comments

White Glove provides comprehensive seminar services to agents and Registered Representatives (RRs) and Investment Adviser Representatives (IARs) of Equity Services, Inc. (ESI).

How it Works
White Glove’s seminar services include the following:

  • Pre-Event services including market research to identify the target market in your area and logistical support including promotion, confirmation calls, emails, and texts to registrants.
  • In-Event services offer live venue logistics and concierge support for webinars.
  • Post-Event services offer appointment setting follow up.

Benefits to You

  • All promotion and registration is handled by White Glove.
  • Appointment setting.
  • Post-event support.
  • You only pay for attendees that actually attend your seminar or webinar.
  • White Glove is approved to email your workshop confirmation and follow up reminder notifications to registrants. If White Glove identifies any technical issues, you may still have to send out the emails yourself; however, White Glove remains in constant communication with you. This process includes granting White Glove access to your Office365 authentication to send emails on your behalf. Please note, granting authorization only allows White Glove to send emails related to your event. They do not have access to your emails to make changes or have access to any other Office applications. 

    The process to allow White Glove to do all the work for you is simple, and you will only have to go through it once (not per event).

Benefits to Your Prospect

  • Prospects participate in seminars/webinars based on their needs.
  • White Glove makes registering easy and provides a communication contact.

Important Requirements

  • White Glove offers services beyond just seminars. At this time, only the seminar services are approved.
  • If you choose a seminar topic that doesn’t reference securities or financial planning, this service can also be used by agents who aren’t registered with ESI.  The same process would apply.

Getting Started

Contact White Glove at https://whiteglove.com/ and they will work directly with you. Below are the materials that should be submitted to the Advertising Guidance Team (AGT) at AdReview@Nationallife.com along with the Compliance Review Request form.  Each Agent/RR/IAR should work with White Glove to customize these materials with the name and date of the seminar, along with necessary disclosures, which the AGT will let you know during the review process.  All other materials used by White Glove are administrative communications and have already been reviewed by the AGT, and do not need to be resubmitted.

Material Submission Requirement for Agents (non-ESI) only required if National Life Group, it’s companies or products are mentioned in the advertising, communications or presentation

  1.  Seminar PowerPoint and notes/script.
  2. White Glove’s seminar invitation/sign-up landing page reflecting the name of the seminar and dates, plus necessary disclosures, if mentioning National Life.
  3. White Glove’s static Facebook ad that will be used to promote the seminar. (These are not templates. Content varies from seminar to seminar, e.g., pictures/content).
  4. White Glove’s EventBrite and Facebook event page (These are not templates. Content varies from seminar to seminar).  
  5. Recording of seminars is allowed of the financial representative only (CANNOT RECORD AUDIENCE DUE TO STATES’ RECORDING LAWS). Submit the recording in mp3/mp4 format for review/approval to the AGT prior to use for review. Recording may only be used for posts to Compliance-approved websites and/or social media sites.  White Glove’s rebroadcasting feature may not be used.

Material Submission Requirement for Registered Representatives and/or Investment Adviser Representatives
(ESI’s video-conferencing requirements should be followed)

Same as Agent requirements above (note exception below) PLUS:

  1. White Glove’s seminar invitation should include the RR’s/IAR’s disclosures. (Same disclosures that appear on  business card, FINRA/SIPC hyperlinks, AND licensing disclosure for virtual seminars).
  2. For virtual seminars, a copy of the settings page reflecting the chat feature has been disabled.

This is current as of January 2023. White Glove’s offerings are subject to change.

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