Pursue your financial future with confidence.
LET'S PLAN HOW
Introducing asset location strategies, tools and resources.
1 LIMRA, Not-for-Profit Survey, Q1 2020 Results, based on 403(b) plan participants and contributions. This applies specifically and exclusively to Equitable Financial Life Insurance Company (Equitable Financial).
2 Equitable, “The value of the advisor: The impact of advisors on financial outcomes among K-12 educators.” 2020.
Equitable believes that education is a key step toward addressing your financial goals, and we've designed this material to serve as an informational and educational resource. Accordingly, this webpage does not offer or constitute investment advice and makes no direct or indirect recommendation of any particular product or of the appropriateness of any particular investment-related option. Your needs and circumstances are unique, and they require the individualized attention of your financial professional.
Please be advised that this document is not intended as legal or tax advice. Accordingly, any advice provided in this document is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. Such advice was written to support the promotion or marketing of the transaction(s) or matter(s) addressed, and you should seek advice based on your particular circumstances from an independent tax advisor.
Equitable Advisors financial professionals offer securities through Equitable Advisors, LLC (member: FINRA, SIPC)(Equitable Financial Advisors in MI & TN). Annuity and insurance products, including those of affiliate Equitable Financial Life Insurance Company (Equitable Financial), (NY, NY), are offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.
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. Co-distributed by Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN) and Equitable Distributors, LLC, all located at 1345 Avenue of the Americas, New York, NY 10105.
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