HTML Agent/RR/IAR Instructions – Please remove the following instructions before using this email:

Agents/RRs/IARs – You may use this email without change except to personalize it with your contact information (see below). If you make any changes to this email, you must submit it to the Advertising Guidance Team (AGT) through AdTrax for review and approval prior to use.

Please include your name, physical business address, and email signature (or, if associated with Equity Services, Inc. (ESI), your approved email signature including your ESI disclosures) as part of this email before it is sent. Please note that all disclosures, form/TC #s, and opt-out instructions that appear in this email must be included and not changed. Do not include a website as part of your email signature unless the website has been reviewed and approved by the AGT.

Please be sure to read the resources under Email Marketing found on the agent portal under Training / Compliance / Advertising/Social Media / Telemarketing and Email Solicitation. This provides important information regarding CAN-SPAM requirements and your responsibility to scrub email lists prior to sending any marketing emails.

Agents/RRs/IARs – Please use the following email subject line: Thank You for Attending! Resources & Next Steps

Follow these instructions for create your email:

• Click anywhere on the page and select all (Ctrl +A) and copy (Ctrl + C).
• Create a new email. Click in the body of the email and paste (CTRL + V) the template into your email.
• Follow the compliance instructions above
• Send a test copy to yourself or a colleague