Primerica®
Our purpose is simple
To help provide financial security for clients and their families.
We are excited to build on our strategic partnership with Primerica!
Reference materials
- Overview brochure
- Fact card
- Dual Direction Segment flyer -15%
- Dual Direction Segment flyer -10%
- Annual Lock flyer
- History may be a guide
- Negatives to positives flyer
- Flexibility brochure
- Standard Segment flyer
Sales Support
Equitable Annuity Sales Desk: (888) 517-9900
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
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
EQUI-VEST 201 Fact Card
EQUI-VEST 201 Fund Flyer
Structured Investment Option Fact Card
EQUI-VEST 202
EQUI-VEST 202 Fact Card
EQUI-VEST 202 Fund Flyer
Structured Investment Option II Fact Card
Financial Professional Materials
403(b) Client Brochure
Value of an Advisor Brochure
Click Here to Find Your 403(b) Wholesaler
Sales Support 403(b) Sales Desk: (866) 401-3030, option 3
Reference Materials
EQUI-VEST 201
EQUI-VEST 201 Fact Card
EQUI-VEST 201 Fund Flyer
Structured Investment Option Fact Card
EQUI-VEST 202
EQUI-VEST 202 Fact Card
EQUI-VEST 202 Fund Flyer
Structured Investment Option II Fact Card
Financial Professional Materials
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:
Help women secure financial freedom with tailored investment strategies
Follow these easy steps to get started:
1. Complete NAIC training requirements. Log into POL (Primerica Online) then follow this path to access your product-specific course work: Other Licensing > Steps to Licensing > Variable Annuity tab > Go through Step 1 and then Step 2.
Representatives should complete required state annuity training (if required by state), Equitable-specific product training (required in all cases) and any Primerica training.
2. To register for access to www.equitable.com, please complete the Website Self-Registration process.
Quick Reference Card:
Financial Professional Self-Registration is available on www.equitable.com by following these six steps:
Step 1: Click the Sign in button in the upper right corner of the page.
Step 2: Select Register Now.
Step 3: Select Financial Professional, then Annuities. Confirm your identity with the following items:
Last name | DOB | Last 4 digits of your SSN | "Have you sold an Equitable annuity policy or contract?"
Step 4: Complete two-step verification process with email or phone number.
Step 5: Create user ID and password.
Step 6: Complete secret questions, agree to the usage agreement and click submit.
Variable annuities are sold by prospectus only, which contains more complete information about the contract, including risks, charges, expenses and investment objectives. The client should review the prospectus carefully before sending any money. The client should contact a financial professional or visit the product pages listed above for the current prospectus. Equitable Financial and Equitable America, their distributors and their respective representatives do not provide tax, accounting or legal advice.
Structured Capital Strategies PLUS®, Retirement Cornerstone®, Retirement Gateway® and EQUI-VEST® are registered service marks of Equitable Financial Life Insurance Company, NY, NY 10105.
The Retirement Gateway® variable annuity is 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 whose business address is not in New York state, or when distributed by Equitable Distributors, LLC through financial professionals of unaffiliated broker/dealers when the solicitation state is not New York, Structured Capital Strategies PLUS®, Retirement Cornerstone® and EQUI-VEST® variable annuities are issued by Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with an administrative office located in Charlotte, NC. When offered by Equitable Advisors Financial Professionals whose business address is in New York state or when distributed by Equitable Distributors, LLC through financial professionals of unaffiliated broker/dealers when the solicitation state is New York, Structured Capital Strategies PLUS®, Retirement Cornerstone® 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 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 & TN).
3736884.2 (05/2022) (Exp. 12/2025)