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The content of this website does not constitute an offer of investments, insurance, or financial advice and makes no direct or indirect recommendation with respect to the appropriateness of any particular product, investment, investment-related option, or financial service. Unless otherwise noted, references to “Equitable” within discussions of proprietary insurance and annuity products apply specifically and exclusively to issuers Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY) and/or Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with an administrative office located in Charlotte, NC. Overall, Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial, Equitable America, and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). Equitable Financial, Equitable America, Equitable Distributors, and Equitable Advisors are affiliated companies and do not provide tax or legal advice or services.



Let’s check in on your general financial well-being…
Is there anything keeping you up at night?	Yes	No
Do you worry about your finances a lot?	Yes	No
Do you have a big problem you’re trying to solve right now?	Yes	No
As you look forward to retirement, has anything important changed?
Has your retirement time frame changed?	Yes	No
Are you thinking you’ll need to delay retirement in order to reach your goals?	Yes	No
Have any of the basic living expenses you’ve identified for retirement changed?	Yes	No
Have you created a goal for expenses that will be paid from investment assets (i.e.: renovating the kitchen or taking a trip to Europe)?	Yes	No
Have you identified anything new that will make your retirement more satisfying? If it is a big purchase (cars, travel, gifts, etc.)?	Yes	No
If you’re already retired…
Have any of your living expenses changed?	Yes	No
Has anything significant in your life changed that may affect your retirement income?	Yes	No
Because your life insurance policy should change as your life does, are there changes we should consider?
Have you gotten married or divorced?	Yes	No
Have you given birth to or adopted a child?	Yes	No
Are you now responsible for a grandchild?	Yes	No
Have you switched jobs or experienced a significant change in income?	Yes	No
What other financial obligations will you need to plan for?
Do you still have college expenses to pay or start saving for (kids, grandkids or yourself)?	Yes	No
Have you planned for long-term care expenses?	Yes	No
Do you have a plan in case you or your spouse is disabled and can no longer work?	Yes	No
Other important changes
It is important for us to keep our files updated. Please let us know if any of the following have changed:
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I have a different question:
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Let’s keep your financial strategy on track