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.
Equitable clients can:
Connect with your Equitable Advisors financial professional
Enjoy higher account balances
Educators who work with a financial professional have higher 403(b) account balances. In fact, their median account balance is 23% higher than those who don't use a financial professional.2
Seventy-two percent of people started saving earlier due to working with a financial professional.4
A financial professional can help you understand the big picture and set goals for your future.
Invest smarterWith guidance from a financial professional you can strive to grow and protect your money.
Have more satisfaction in your retirement plan
Working with a financial professional makes educators feel happier about their 403(b) plan and more confident in meeting retirement goals.5
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.Learn more
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.Learn more
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.