Training and Resources

We support you on your journey to independence in several meaningful ways. We’ll work closely with you to get you the training, designations, and tools needed to offer your clients a holistic planning experience. Through ongoing guidance and support from accomplished independent advisors, you’ll have everything you need to become an even more valuable partner to your clients.


CPA Advantage Program

Additional Resources

Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company (NLIC), Montpelier, Vermont. National Life Group is a trade name of NLIC and its affiliates. National Life Insurance Company, the flagship of National Life Group®, was founded in 1848, and all references on this website “175 years” are attributable to the founding of National Life Insurance Company.

The companies of National Life Group® and those financial professionals from Stone Press Financial Group do not offer tax or legal advice.