LET’S PLAN HOW®

Managing the Great Wealth Transfer

By 2030, trillions in wealth is expected to change hands.

See how

Financial professionals

Discover strategies that complement and strengthen your financial planning process. Learn more about how to build client confidence and grow your practice with our dedicated support and resources for financial professionals.

Registered Investment Advisers

See how our retirement strategies designed with your business in mind include a family of variable annuities to add value and a level of protection to your clients’ portfolios.

Employee benefits brokers

Discover Powerfully Simplesm employee benefits with industry-leading technology, flexible enrollment solutions and a smooth integration into platforms you use as an employee benefits broker.

Equitable Advisors

When you work with us, you have the freedom to do things your way with the infrastructure and support of an established firm to help you serve your clients and grow your business.

Helping financial professionals build and protect client wealth

Equitable provides leading strategies and services that are backed by the strength and stability of more than 165 years of experience. Whether you’re a financial advisor, a financial professional, a registered investment adviser or an employee benefits broker, we’re here to help you meet your clients’ evolving needs and grow your business.

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Always innovating

Equitable Financial was first in the industry to offer a Registered Index-Linked Variable Annuity.

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Strength and stability

Equitable Financial maintains consistently high marks from A.M. Best, Moody’s and Standard & Poor’s.¹

See our financial strength and ratings

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Excellence in service

Our portal makes it easy to manage your book of business, perform transactions and connect with customer service.

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Leaders in risk management

We adhere to the highest risk management standards in the industry while maintaining a strong balance sheet and capital position.

Stay ahead with industry insights for financial professionals

Discover Equitable’s most recent insights to keep you informed, meet clients’ needs and reach your goals as a financial professional.

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Markets change; the need for financial protection does not

Create resilient retirement portfolios to meet your clients’ income needs in changing markets. Learn more about how to give your clients a level of protection.

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Taxes can have a big impact on retirement planning

Consider an asset location strategy that may help reduce your clients’ taxes and potentially increase their retirement incomes.

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Women face unique challenges when planning for retirement

Women are expected to control $30 trillion in financial assets by 2030.2 Use our women and investing resources to help prepare your clients for a financially secure retirement.

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Keep your clients grounded during unstable times

Time in the market, not timing the market, is crucial to your clients’ investment strategies. Explore our investment and market volatility resources to learn more.

Working with us is easy

Individual Retirement Sales Desk

(888) 517-9900

Monday-Friday, 8 a.m.-7 p.m. ET

Workplace Retirement Sales Desk

(866) 401-3030

Monday-Friday, 8 a.m.-7 p.m. ET
Option 1 - 401(k)  |  Option 3 - 403(b)  | Option 6 - 457(b)

Employee Benefits Equitable Advisors Sales Desk

Email us

For financial professionals only. If you are an individual investor, please contact your financial professional for more information.

1 Source: https://equitable.com/about-us/financial-strength-ratings

2 Morgan Stanley: Women, Wealth, and Investing – A Story of Evolution, 2022

Annuities are long-term financial products designed for retirement purposes. Variable investment options within variable annuities are subject to fluctuation in value and market risk, including the possibility of loss of principal. In addition, annuity policies have limitations and a charge for withdrawals in the policy's early years. For costs and complete details, contact the Equitable Individual Retirement or the Group Retirement Sales Desks.


Life insurance and annuities are issued by Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY) and Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company. All group insurance products, excluding those issued by a third-party contracted vendor, are issued either by Equitable Financial or Equitable America, which have sole responsibility for their insurance and claims-paying obligations.  Some products are not available in all states. The obligations of Equitable America and Equitable Financial are backed solely by their own claims-paying abilities.


References to Equitable represent both Equitable Financial Life Insurance Company and Equitable Financial Life Insurance Company of America, which are affiliated companies. Overall, Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY); Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with an administrative office in Charlotte, NC; and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). 


This website does not offer or constitute investment advice and makes no direct or indirect recommendation regarding the appropriateness of any particular product or investment-related option. 

© 2025 Equitable Holdings, Inc. All rights reserved.

GE-6493657.1 (02/2024) (Exp. 02/2026)