Allstate
Equitable thanks you for a successful partnership!
Below you will find all the materials you'll need to get started with our Structured Capital Strategies® Income, Structured Capital Strategies PLUS® and Retirement Cornerstone® variable annuities. For additional information, visit equitable.com or call the Equitable Distributors Sales Desk at 888.517.9900. Click here to find your Equitable Wholesaler.
Structured Capital Strategies®Income
Reference materials
Fact card: Series B
Overview Brochure
Reset Boost Brochure
Top Reasons Brochure
Accelerated Income Rate Brochure
Level Income Rate Brochure
How to Invest with SIO’s Brochure
Market Risk Brochure
Performance Cap Rates
SCS Income Web App
Structured Capital Strategies PLUS® 21
Reference materials
Fact Card: Series B
Overview Brochure
Standard Segment Flyer
Dual Direction Segment Flyer
Step Up Segment Flyer
Dual Step Up Segment Flyer
Enhanced Upside Segment Flyer
Annual Lock Segment Flyer
Loss Limiter 95 Segment Flyer
History May Be a Guide Flyer
Performance Cap Rates
SCS Web App
Overview of SCS Plus 21 Video
Retirement Cornerstone
®
Reference materials
Fact card: Series B | Series CP
GMIB Roadmap
Investment Options Flyer
Pictogram
Top Reasons
Income Opportunity Flyer
RC Web App
For access to the complete suite of marketing materials as well as applications and forms, please go to www.equitable.com.
Follow these easy steps to get started:
- Complete NAIC training requirements. Log in to secure.reged.com/TrainingPlatform for your product specific course work. Agents should complete general annuity training and state product training (if required in the state of sale).
- To register for access to www.equitable.com, please complete the Website Self-Registration process (click here for instructions).
- Submit Structured Capital Strategies® Income, Structured Capital Strategies PLUS® or Retirement Cornerstone® business. As a reminder, Allstate Financial Services, LLC requires Registered Representatives to submit the Variable Annuity New Account Document (and Switch form as applicable) with any new applications. Please contact AFS for the current version of the New Account Document. Submit all completed forms and applications to AFS at 2920 South 84th, Lincoln, NE 68506. In addition, please adhere to requirements around the Customer Agreement and Know Your Risk Tolerance brochure.
Quick reference card:
Financial Professional Self-Registration is available on www.equitable.com by clicking "Register for Online Access".
Step 1: Select "Individual Annuity" in the Third Party Financial Professional section.
Step 2: Verify Who You Are - Financial Professionals that have sold an Individual Annuity policy must enter a contract number to continue otherwise no contract number is required.
Step 3: Create A User ID & Password, enter your Email Address and choose a Security Question & Answer.
Step 4: Confirm your choices.
Step 5: Submit and you will receive an email confirming registration at the provided email address.
Gross dealer concessions grid
To determine the exact commissions on each sale, please forward an ALR Compensation Web Service Request, (WSR). Click here to access the Web Service Request “WSR” link. As a reminder, the Allstate Financial Services, LLC maximum issue age for a variable annuity is 80.
Structured Capital Strategies PLUS® Gross Dealer Concessions Grid
Retirement Cornerstone® Gross Dealer Concessions Grid
Clients should carefully consider their investment objectives and the charges, risks and expenses, as stipulated in the prospectus, before investing. For a prospectus containing this and other information, a financial professional can call the Sales Desk at 888-517-9900. Please have clients read it carefully before investing or sending money. Equitable Financial and Equitable America, their distributors and their respective representatives do not provide tax, accounting or legal advice.
When distributed outside of New York state by Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN) through Equitable Advisors Financial Professionals whose business address is not in New York state, or when distributed by Equitable Distributors, LLC through financial professionals of unaffiliated broker/dealers when the solicitation state is not New York, Structured Capital Strategies® Income, Structured Capital Strategies PLUS® and Retirement Cornerstone® variable annuities are issued by Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with main administrative headquarters in Jersey City, NJ. When offered by Equitable Advisors Financial Professionals whose business address is in New York state or when distributed by Equitable Distributors, LLC through financial professionals of unaffiliated broker/dealers when the solicitation state is New York, Structured Capital Strategies® Income, Structured Capital Strategies PLUS® and Retirement Cornerstone® are issued by Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY). 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.
Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (NY, NY); Equitable Financial Life Insurance Company of America, an AZ stock company with main administrative headquarters in Jersey City, NJ; and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN).
