Many business owners believe their companies are too small to afford employee benefits. Over time, that assumption can put them at a disadvantage—especially as talented employees are drawn to competitors that offer retirement plans or supplemental health benefits. In today’s market, talent care is the new ROI.
You can help close the benefits gap for your clients. Business owners who work with a financial professional:
As a trusted resource on the owner’s advisory team, you can help build a compelling business case for strategic benefits planning. Well-designed benefits packages not only attract new talent; they also play a critical role in protecting key employees. Many of these individuals are like family—having helped build the business and serve clients for years. You can help ensure they are supported, valued, and positioned to share in the company’s continued success.
Get more insights from the Advantage of Advice study.
- Karen W., SCORE Mentor, Government Contracts
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 an administrative office located in Charlotte, NC, and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN).
©2026 Equitable Holdings, Inc. All rights reserved.
GE- 8806397.2 (05/2026) (Exp. 05/2030)