Primerica®
Our purpose is simple
To help provide financial security for your clients and their families.
We are excited to build on our strategic partnership with Primerica!
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Individual Annuity: Structured Capital Strategies PLUS® 21 variable annuity
Reference materials
- Overview brochure
- Fact card
- Dual Direction Segment -15% flyer
- Dual Direction Segment -10% flyer
- Annual Lock flyer
- History may be a guide
- Performance Cap Rates
- Flexibility brochure
- Standard Segment flyer
Sales Support
Equitable Annuity Sales Desk: 888.517.9900
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Individual Annuity: Structured Capital Strategies PLUS® variable annuity
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Individual Annuity: Structured Capital Strategies® variable annuity
Client Approved Sales Tools
- Series B Fact Card
- Client approved webapp (www.equitable.com/scsapp5year)
- Cap Rate Market Trend Indicator site (Performance Cap Rates)
Sales Support
Equitable Annuity Sales Desk: 888.517.9900
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Individual Annuity: Retirement Cornerstone® variable annuity
Reference materials
Get product information and sales support here
Retirement Cornerstone®
Sales Support
Equitable Annuity Sales Desk: 888.517.9900
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401(k): Retirement Gateway® variable annuity
Reference Materials
Fact card: Investment Portal II
Materials for Financial Professionals
Why Equitable?
Sales Support
Equitable 401(k) Sales Desk: 866.401.3030, Option 1
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403(b): EQUI-VEST® variable annuity
Registered Representatives will be required to complete product training on POL in order to be eligible to write new 403(b) business with Equitable. Follow the click path below to access this training:
POL > Licensing & Education > Steps to Licensing > Annuity Ed > Step 1 >Equitable
Additionally, Registered Representatives should complete the 403(b) Indication of interest form, link below, and email to the 403(b) sales desk at 403b_SalesDesk@equitable.com. It is important to note that all Equitable 403(b) payroll slots are subject to pre-approval. Please contact the 403(b) sales desk for more information at (866) 401 – 3030, Option 3.
Reference Materials
EQUI-VEST 201 403(b) Fact Card
EQUI-VEST 201 Fund Flyer
Structured Investment Option Fact CardFinancial Professional Materials
403(b) Client Brochure
Value of an Advisor Brochure
Click Here to Find Your 403(b) WholesalerSales Support 403(b) Sales Desk: 866.401.3030, option 3
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457(b): EQUIVEST® variable annuity
Reference Materials
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Volatility
Equitable Financial is here to help clients navigate through periods of uncertainty and keep them focused on the long-term perspectives of their goals. Help calm client concerns with the following Market Volatility resources:
Follow these easy steps to get started:
- Complete NAIC training requirements. Log into POL (Primerica Online) then follow this path to access your product specific course work: Licensing & Education -> Steps to Licensing -> Click Annuity Ed -> Go through Step 1 and then Step 2.
Representatives should complete required state annuity training (if required by state) and Equitable specific product training (required in all cases). - To register for access to www.equitable.com, please complete the Website Self-Registration process (click here for instructions).
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.
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.
Structured Capital Strategies®, Structured Capital Strategies PLUS®, Retirement Cornerstone®, Retirement Gateway® and EQUI-VEST® are registered service marks of Equitable Financial Life Insurance Company, NY, NY 10104.
Structured Capital Strategies®, Retirement Gateway® and EQUI-VEST® variable annuities are issued by Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY). Co-distributors: Equitable Distributors, LLC and Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). The obligations of Equitable Financial Life Insurance Company are backed solely by its own claims-paying ability.
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 who do not have an office in New York State, Retirement Cornerstone®, beginning on or about June 21, 2022; Structured Capital Strategies PLUS®, beginning on or about November 14, 2022; and EQUI-VEST®, beginning on or about June 26, 2023, 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 who do have an office in New York State or when distributed by Equitable Distributors, LLC through financial professionals of unaffiliated broker/dealers, Retirement Cornerstone®, Structured Capital Strategies PLUS® and EQUI-VEST® 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).
