LET’S PLAN HOW®
Managing the Great Wealth Transfer
By 2030, trillions in wealth is expected to change hands.
See howTax-smart asset location strategies
Taxes can have a big impact on retirement planning. With Equitable’s tax-smart strategies, you can create tax-efficient retirement plans to help your clients reduce their taxes and potentially increase their retirement.
Why financial professionals choose Equitable
From annuities and life insurance to workplace retirement plans and employee benefits, Equitable provides financial professionals with leading products and services that are backed by the stability of more than 160 years of experience.*
Always Innovating
We invented the Guaranteed Minimum Income Benefit and were first in the industry to offer a Registered Index-Linked Variable Annuity.
Strength and stability
We maintain consistently high ratings from A.M. Best, Moody’s and Standard & Poor’s.1
Excellence in service
Our portal makes it easy to manage your book of business, perform transactions, and connect with customer service.
Leaders in risk management
We adhere to the highest risk management standards in the industry while maintaining a strong balance sheet and capital position.
*The more than 160-year history shown applies exclusively to Equitable Financial Life Insurance Company
Partner insights and perspectives tailored for financial professionals
We're a founding member of Alliance for Lifetime Income (ALI)
Retirement is changing. In 2025, more people will turn 65 years old than ever before. Financial professionals can support their clients by educating them on how protected income strategies, such as annuities, can be an important part of their portfolio.
Insights from our innovative thought leaders
Perspectives offers diverse viewpoints and actionable ideas that can help you build stronger wealth management, retirement and protection strategies for your clients.
Boost your business with wealth management strategies designed to address each client’s needs
Deliver customized financial strategies with our industry leading annuities, wealth management strategies, life insurance products, employee benefits and more.
Grow and protect your clients’ income and wealth with tax advantages
Give your business an edge with information and insights from some of the most respected industry professionals.
Offer innovative fund choices for today’s climate
Learn about 1290 Funds, advised by Equitable Investment Management, LLC (EIM).
Put employees on the path to retirement and financial freedom
Simplify Retirement Plans for Your Clients with our Pooled Employer Plan.
Help provide a level of protection for employees and help employers compete for talent
Discover our Powerfully Simplesm and comprehensive employee benefits.
Make the most of our interactive tools and resources for financial professionals
* Registered Investment Advisers
Here to help you build your business and
support your clients
Concierge support
Our enhanced portal makes it easy to seamlessly manage your book of business, perform transactions, and connect directly with customer service through our portal click-to-chat feature.
Training
Understand our processes and product offerings, so you can start selling quickly and focus on your clients.
Technology integrations
Support and manage your practice efficiently while improving your clients’ experience – and your own.
Working with us is easy
Workplace Retirement Sales Desk
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
1 Source: Equitable Financial Strength Ratings
Past market behavior and investment performance does not guarantee similar or comparable future outcomes or performance. Investing involves risk, including loss of principal.
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 by either 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). The obligations of Equitable Financial Life Insurance Company and Equitable Financial Life Insurance Company of America are backed solely by their own claims-paying abilities.
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.
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