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LET’S PLAN HOW®
Managing the Great Wealth Transfer
By 2030, trillions in wealth is expected to change hands.
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 165 years of experience.*
*The more than 165-year history shown applies exclusively to Equitable Financial Life Insurance Company.
Guarantees are based on the claims-paying ability of the issuing life insurance company.
1 Source: Equitable Financial Strength Ratings
Insights and perspectives tailored for financial professionals
2 A case for income. Strengthening the three-legged stool for today’s retirees. Michale Finke, Ph.D., CFP and Jason Fichtner, Ph.D., September 2025
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, investment management, employee benefits and more.
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* Registered Investment Advisers
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FAQ: Building Client Confidence and Growing Your Practice with Equitable
- Trusted brand with 165 years of experience: Clients value financial strength, stability and credibility. Equitable maintains strong financial ratings from A.M. Best, Moody’s, and Standard & Poor’s.
- Innovative strategies: We pioneered features like the Guaranteed Minimum Income Benefit and the Registered Index-Linked variable annuity (RILA), giving you cutting-edge strategies to help meet client’s needs.
- Thought leadership and insights: Access actionable ideas and perspectives from industry professionals to help strengthen your client strategies.
- Comprehensive product suite: Annuities, workplace retirement plans, and employee benefits designed to meet diverse client goals.
- Tax-smart strategies: Tools to create tax-efficient retirement plans that help clients reduce taxes and increase income.
- Protected Retirement Income: Customizable strategies for income protection and wealth accumulation.
- Marketing and sales support: Access market-tested materials and digital tools to enhance client engagement.
- Insights: Leverage our industry-leading annuities and investment options like 1290 Funds.
- Retirement planning experience: Simplify complex strategies for clients, including pooled employer plans and protected income strategies.
- Risk management leadership: Demonstrate confidence by working with a company that adheres to the highest risk management standards.
- Sales desk support: Dedicated professionals to assist with product strategies and hypothetical illustrations.
- Digital portal: Manage your book of business, perform transactions, and access client service tools easily.
- Training and education: Stay ahead with product training, education and thought leadership resources.
- Confidence through clarity: Provide clients with transparent, tax-smart strategies and innovative strategies.
- Personalized planning: Deliver tailored wealth management and protection strategies for every life stage.
- Continuous engagement: Use Equitable’s insights and tools to keep clients informed and reassured about their financial future.
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For financial professionals only. If you are an individual investor, please contact your financial professional for more information.
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 with an administrative office located in Charlotte, NC. 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.
© 2025 Equitable Holdings, Inc. All rights reserved.
GE-6148616.2 (12/2025) (Exp. 12/2030)
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