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
Structured Capital Strategies®Reference materials
0-5 Sales Idea
History May Be a Guide
Market Trend Indicator
Fact card: Series B | Series C
Performance cap rates:
SCS 16: Series B | Series C
SCS 14 and earlier: Series B | Series C
SCS Web-Enabled 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 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
If you have questions on compensation, please refer to the Retirement Cornerstone® AXA Gross Dealer Concessions Grid, the Structured Capital Strategies® AXA Gross Dealer Concessions Grid or email AFCompensation@allstate.com. As a reminder, the Allstate Financial Services, LLC maximum issue age for a variable annuity is 80.
An annuity is a long-term financial product designed for retirement purposes. In essence, an annuity is a contractual agreement which payment(s) are made to an insurance company, which agrees to pay out an income or a lump sum amount at a later date. Typically, annuities have mortality and expense charges , account fees, administrative fees, and charges for special contract features. In addition, annuity contracts have exclusions and limitations. Distributions taken to annuitization are generally considered to come from the gain in the contract first. If the contract is tax-qualified, all withdrawals are treated as distributions of gain. Withdrawals of gain are taxed as ordinary income and, if taken prior to age 59½ , may be subject to an additional 10% federal tax. Variable annuities are subject to investment risks, including the possible loss of principal investment.
Your clients should carefully consider their investment objectives and the charges, risks, and expenses of the variable annuities being offered as stipulated in the individual prospectuses, before investing. For prospectuses containing this and other information, please call the Sales Desk. Please encourage your clients to read it carefully before investing or sending money.
For Financial Professionals Use Only. Not to be Distributed to the General Public.