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.
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.
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; 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.
© 2023 Equitable Holdings, Inc. All rights reserved.