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Investments

Backed by an extensive product line and industry recognized experts, ESI Financial Professionals have the tools needed to help you invest effectively. Our investment products, selected to fit your approach, include:

  • Asset Management Programs - more than a dozen professional asset management choices.
  • Variable Annuity & Variable Life Products1 - selling agreements with the major insurance companies issuing variable annuity and/or life contracts.
  • Mutual Funds1 - over 11,000 mutual funds.
  • Alternative Investment Programs2 - real estate, equipment leasing, oil & gas.
  • Adviser 529 Plans - saving for college and other educational expenses.
  • Stocks & Bonds - thousands of publicly traded stocks and bonds, all available through the ESI affiliation with National Financial Services' MyStreetscape - your account management and trading platform.

Understanding Mutual Funds (PDF)

Understanding IRAs (PDF)

Understanding Annuities (PDF)

Understanding Life Insurance (PDF)

1. Variable Annuities, Variable Life and Mutual Funds are sold by prospectus. For more complete information, please request a prospectus from your registered representative. Please read it and consider carefully the product's objectives, risks, charges and expenses before you invest or send money. The prospectus contains this and other information about t he investment companies.

2. Alternative Investments are generally illiquid, and the estimated value may not be realized when the investor seeks to liquidate the security.

ESI Privacy Policy  |  Order Routing Procedures  |  Revenue-Sharing Arrangements  |  Business Continuity Statement  |  Important Account Info
Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA /SIPC, Broker/Dealer and Registered Investment Advisor Affiliate of National Life Insurance Company, One National Life Drive, Montpelier, Vermont 05604 (802)229-3900.
National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.