LET'S PLAN HOW®
Help your clients navigate their future with our innovative thinking
Protection strategiesInnovative approaches to help your clients and your practice
Help clients feel confident during uncertain times.
Your clients deserve the #1 RILA and #1 variable annuity provider1
Get insights into an ever evolving world.
Helping financial professionals build and protect client wealth
Always innovating
Equitable Financial invented the Guaranteed Minimum Income Benefit and was first in the industry to offer a Registered Index-Linked Variable Annuity.
Strength and stability
1Equitable Financial maintains consistently high marks from A.M. Best, Moody’s and Standard & Poor’s.
See our financial strength and ratings
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.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)
Equitable Advisors Sales Desk:
For financial professionals only. If you are an individual investor, please contact your financial professional for more information.
1 In terms of sales. This information is based solely on and up to year-end 2024 total sales. This ranking does not reflect or account for investment performance, product quality or other criteria. Source: Secure Retirement Institute U.S. Individual Annuities Sales Survey, 2024.
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 either by Equitable Financial or Equitable America, which have sole responsibility for their 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, Equitable America, and Equitable Distributors, LLC.
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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