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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 Technology Platform

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®

ESI Illuminations Advisory Platform

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

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