Broker Check

Services


Insurance Services

Life insurance is about risk. Risk is the exposure to the possibility of loss. Risk can be assumed, ignored or transferred to a risk bearer. Using our years of experience, we are able to recommend and implement appropriate strategies to help meet your personal and business needs and objectives.

Investment Services*

We recognize the commitment and responsibility we undertake when providing investment advice. By listening closely to your needs, we deliver quality investment services that correspond to your objectives. A wide range of investment objectives can be pursued through the use of various types of securities offered through:

Equity Services, Inc., a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Montpelier, Vermont.

Other Services include:

  • Disability and long-term care insurance**
  • Key person protection
  • Executive fringe benefit planning
  • Deferred compensation plan design
  • Corporate estate planning strategies
  • Buy/sell agreements
  • Split dollar plan design
  • Business continuation planning
  • Business and financial* planning

Of course, it doesn't end here. We are committed to continually develop better ways to serve you.


*Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc.

**Long-Term Care and Disability Insurance are available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts. Long-Term Care and Disability Insurance are not underwritten nor issued by National Life Insurance Company or its affiliates.