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Tax-smart asset location strategies
Taxes can have a big impact on retirement planning. With Equitable’s tax-smart strategies, you can create tax-efficient retirement plans to help your clients reduce their taxes and potentially increase their retirement.
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Why financial professionals choose Equitable
From annuities and life insurance to workplace retirement plans and employee benefits, Equitable provides financial professionals with leading products and services that are backed by the stability of more than 160 years of experience.*
*The more than 160-year history shown applies exclusively to Equitable Financial Life Insurance Company
Retirement is changing. In 2024, more people will turn 65 years old than ever before. Financial professionals can support their clients by educating them on how protected income strategies, such as annuities, can be an important part of their portfolio.
Help your clients partially protect their assets and help them reduce their taxes while preserving wealth
Get tailored advice and effective life insurance strategies.
Offer innovative fund choices for today’s climate
Learn about 1290 Funds, advised by Equitable Investment Management, LLC (EIM).
Put employees on the path to retirement and financial freedom
See our flexible 403(b), 401(k), 457(b) and 401(a) retirement plans.
Help provide a level of protection for employees and help employers compete for talent
Discover our Powerfully Simplesm and comprehensive employee benefits.
Make the most of our interactive tools and resources for financial professionals
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Past market behavior and investment performance does not guarantee similar or comparable future outcomes or performance. Investing involves risk, including loss of principal.
Annuities are long-term financial products designed for retirement purposes. Variable investment options within variable annuities are subject to fluctuation in value and market risk, including the possibility of loss of principal. In addition, annuity policies have limitations and a charge for withdrawals in the policy’s early years. For costs and complete details, contact the Equitable Individual Retirement or the Group Retirement Sales Desks.
Life Insurance and annuities are issued by Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY) and Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company. All group insurance products, excluding those issued by a third-party contracted vendor, are issued by either Equitable Financial or Equitable America, which have sole responsibility for their insurance and claims-paying obligations. Some products are not available in all states. The obligations of Equitable America and Equitable Financial are backed solely by their own claims-paying abilities.
References to Equitable represent both Equitable Financial Life Insurance Company and Equitable Financial Life Insurance company of America, which are affiliated companies. Overall, 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). 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.
This website does not offer or constitute investment advice and makes no direct or indirect recommendation regarding the appropriateness of any particular product or investment related option.
© 2023 Equitable Holdings, Inc. All rights reserved.