Resources for navigating today's new world
Documents to view or email to clients
- CARES Act FAQ for Individuals
- CARES Act FAQ for Small Business Owners
- CARES Act eNotice
- Enduring Strength
- Smooth Sailing Case Study
- Smooth Sailing in Uncertain Waters Flyer
- Life Insurance as an Asset Client Brochure
- Life Insurance as an Asset Presentation (PPT)
- Planning for Tax-Efficient Retirement Income Guide
Financial Professional materials
Please be advised this webpage is not intended as legal or tax advice. Accordingly, any tax information provided is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed, and clients should seek advice based on their particular circumstances from an independent tax advisor. Neither Equitable, Equitable America or its affiliates provide legal or tax advice.
Life insurance products are issued by Equitable Financial Life Insurance Company (New York, NY) or Equitable Financial Life Insurance Company of America (Equitable America), an Arizona stock corporation with its main administration office in Jersey City, NY and are co-distributed by Equitable Network, LLC (Equitable Network Insurance Agency of California in CA; Equitable Network Insurance Agency of Utah in UT; Equitable Network of Puerto Rico, Inc. in PR), and Equitable Distributors, LLC. Variable Products are co-distributed by Equitable Advisors, LLC (Member FINRA, SIPC) and Equitable Distributors, LLC.