Tools and Technology to Help You Succeed

We know that technology is only effective if it can make you more efficient, we are as focused on the integration of data and software as we are on the actual technology. That means less duplication of effort and more time building your business.

ESI Illuminations Advisory Platform1

Open architecture platform with sophisticated technology that gives you the infrastructure you need to operate your fee-based management practice

ESI Technology Platform1

No matter what path you choose, technology plays a role throughout the entire process for today’s financial professional, from prospecting to plan implementation and ongoing service.

  • Prospecting and marketing tools
  • Financial Planning tools
  • Leading Client Relationship Management tools
  • Research tools including Wealthscape® and discounted access to Morningstar Advisor Workstation
  • Trading and Account Servicing using Wealthscape®
  • An Electronic Business Processing Platform
  • Data Aggregation and Reporting through Investigo®

Mobile App

Access client information anytime, anywhere, get notified as business processes and run illustrations – all from your mobile device.

Straight-through Processing e-App

Focused on improving productivity, we have introduced e-App for many of our life and annuity products. This offers agents a tool that helps complete apps in Good Order, resulting in fewer follow-up visits with clients.

EZ Underwriting Program

Introduced January 23, 2017, this program represents a seismic shift in underwriting life insurance.

Marketing, Branding and Prospecting Tools

  • Customized print and digital materials
  • Access to web-based prospecting search engine
  • Social media program including a content library and pre-approved campaigns

Training and Development

 Onsite product and sales schools and practice management conferences

Advanced Markets Support

Our Advanced Markets team specializes in working with high net worth individuals, business owners and their families, foreign nationals, along with charitable and nonprofit organizations at no cost to you.

  • Qualified and non-qualified business
  • Trust services through Fidelity
  • Business Planning
  • National Life’s CPA Advantage Program
  • Charitable Giving
  • Estate Planning Strategies

1 Some technology is dependent on the licensing and registrations financial professionals hold.  

ESI is the abreviation for Equity Services, Inc.  a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Member FINRA/SIPC, One National Life Drive, Montpelier, VT 05604.  (800) 344-7437.