Wells Fargo
Resources to help you educate yourself, your prospects and clients.
With next-generation products and industry-leading insights, Equitable is committed to helping you meet your client’s needs at every stage of life – with strategies for today and tomorrow.
We thank you for your continued collaboration!
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Individual annuity: Structured Capital Strategies® Income variable annuity
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Individual annuity: Structured Capital Strategies PLUS® 21 variable annuity
Reference Materials
- Overview brochure
- Series B Fact card
- Series ADV Fact card
- Standard Segment flyer
- Dual Direction Segment -10% flyer
- Dual Direction Segment -20% flyer
- Dual Step Up Segment flyer
- History may be a guide
- 1 Year Dual Direction Segment flyer
- Loss Limiter 95 Segment flyer
- Flexibility brochure
- Performance Cap Rates
Sales Support
Equitable Annuity Sales Desk: (888) 517-9900
Find your wholesaler
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Individual annuity: Investment Edge® 21 variable annuity
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Life insurance
Address your Variable Universal Life (VUL) insurance clients’ market concerns today while helping them build wealth for their future life insurance protection and distribution needs by offering them an Equitable VUL with our innovative Market Stabilizer Option® II (MSO II) Indexed Options.1 These indexed options offer varying levels of downside protection with the potential for growth opportunities in various market conditions.
Reference Materials:
- MSO II Client Brochure
- VUL Optimizer Client Brochure
- VUL Optimizer Max Client Flyer
- Equitable Advantage Maxsm Client Brochure
- Investment Option Client Brochure
- Investment Option Client Flyer
- Asset Location Client Brochure
Sales Support
Equitable Life Insurance Sales Desk: (866) 545-1590
1 The Market Stabilizer Option® II is available with new issues of VUL Optimizer®, VUL Optimizer® Max, COIL Institutional Seriessm, VUL Legacy®, Equitable Advantagesm and Equitable Advantage Maxsm policies, subject to state approvals.
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Volatility
Equitable 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 Steps to Get Started:
Product Training
- Access InfoMAX and search for “Kaplan”.
- Click the link to the Kaplan/Wells Portal and input your Wells Fargo credentials to log in.
- Once logged in, navigate through the Kaplan/Wells Portal to take any required state and product training.
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.
Market Stabilizer Option® is a registered service mark of Equitable Financial Life Insurance Company of America. Market Stabilizer Option® II form #s: R22-VIOS or state variations. VUL Optimizer® is a service mark of Equitable Financial Life Insurance Company. Policy form #s ICC15-100, 15-100 or state variations.
A life insurance policy is backed solely by the claims-paying ability of the issuing life insurance company. It is not backed by the broker/dealer or insurance agency through which the life insurance policy is purchased or by any affiliates of those entities, and none makes any representations or guarantees regarding the claims-paying ability of the issuing life insurance company.
VUL Optimizer® is a flexible premium variable life insurance policy issued in New York and Puerto Rico by Equitable Financial Life Insurance Company (Equitable Financial), NY, NY; and in all other jurisdictions by Equitable Financial Life Insurance Company of America (Equitable America), an Arizona stock corporation with its main administrative office in Jersey City, NJ; and is distributed by Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN) and Equitable Distributors, LLC, 1290 Avenue of Americas, New York, NY 10104. Equitable America is not licensed to conduct business in New York and Puerto Rico. When sold by New York state-based (i.e., domiciled) financial professionals, VUL Optimizer® is issued by Equitable Financial Life Insurance Company (NY, NY). Equitable Financial and Equitable America are separate companies, and each insurance company has sole responsibility for its life insurance obligations.
Structured Capital Strategies® Income, Structured Capital Strategies PLUS® and Investment Edge® are registered service marks of Equitable Financial Life Insurance Company, NY, NY 10104.
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, Structured Capital Strategies® Income, Structured Capital Strategies PLUS® and Investment Edge® variable annuities are issued by Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company. 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, Structured Capital Strategies® Income, Structured Capital Strategies PLUS® and Investment Edge® 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 (Equitable Financial) (NY, NY); Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company; and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN).
