Equitable thanks you for a successful partnership!
Below you will find all the materials you'll need to get started with our Retirement Cornerstone® and Structured Capital Strategies® 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 PLUS® 21
Structured Capital Strategies PLUS
Structured Capital Strategies®Reference materials
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 Retirement Cornerstone® or Structured Capital Strategies® 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.
Retirement Cornerstone® Gross Dealer Concessions Grid
Structured Capital Strategies® Gross Dealer Concessions Grid
Structured Capital Strategies® PLUS 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. Variable annuity products are issued by Equitable Financial Life Insurance Company (Equitable Financial) and co-distributed by affiliates Equitable Distributors, LLC and Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). Equitable Financial, Equitable Advisors and Equitable Distributors do not provide tax or legal advice.
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 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 and TN). The obligations of Equitable Financial Life Insurance Company are backed solely by its claims-paying ability.
For Financial Professional Use Only. Not for Distribution to the Public.