There’s value in working with a financial professional

Guiding educators to happier futures

Working with an Equitable Advisors Financial Professional can make planning for retirement easier. In fact, many K–12 employees who work with a financial professional end up saving more for retirement and feel more confident about their future.1

Ready to take the next step?

Talk to a financial professional to open a 403(b) plan.

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Make sure a pension gap doesn't impact your future vision.  

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bar chart showing median account balance of someone who worked with a financial professional ($40K) and someone who did not work with a financial professional ($21K)

Enjoy higher account balances

Educators who work with a financial professional have higher 403(b) account balances. In fact, their median account balance is nearly twice as high.2

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Save earlier

Fifty-six percent of people started saving earlier due to working with a financial professional.4

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Learn faster

A financial professional can help you understand the big picture and set goals for your future.

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Invest smarter
With guidance from a financial professional you can strive to grow and protect your money.
chart showing satisfaction of working with a financial professional vs not working with a financial professional

Have greater confidence in your retirement plan

Working with a financial professional makes educators feel happier about their 403(b) plan, as well as their account performance.5

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Do you have a pension gap?

There may be a gap between your pension and the funds you'll need for the comfortable retirement you imagine.

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The #1 provider of 403(b) plans for K-12 schools6

Educators trust us to help them bridge their pension gaps because we have a proud history of supporting the community.

Prep for your conversation with an Equitable Advisors Financial Professional

1,2,3,4,5 Equitable, “The value of the advisor: The impact of advisors on financial outcomes among K–12 educators,” 2020.

6 LIMRA, Not-for-Profit Survey, Q1 2021 Results, based on 403(b) plan participants and contributions. This applies specifically and exclusively to Equitable Financial Life Insurance Company (Equitable Financial).

Products funding group retirement plans are issued by Equitable Financial Life Insurance Company, NY, NY. Equitable Financial and its affiliated companies do not offer tax or legal advice and are not affiliated with any school district, state agency or program. Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (NY, NY); Equitable Financial Life Insurance Company of America, an AZ stock company with main administrative headquarters in Jersey City, NJ; and Equitable Distributors, LLC. The obligations of Equitable Financial and Equitable America are backed solely by their claims-paying abilities. GE-4827897.1(7/22)(Exp. 7/24)

Important note: Equitable believes that education is a key step toward addressing your financial goals, and we've designed this material to serve simply as an informational and educational resource. Accordingly, this page does not offer or constitute investment advice and makes no direct or indirect recommendation of any particular product or the appropriateness of any particular investment-related option. Your needs, goals and circumstances are unique, and they require the individualized attention of your financial professional.

GE-3699841  (08/2021) (Exp. 08/2023)