do you help clients confidently build and protect wealth?

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.

Working with us is easy

Our sales professionals are here to help you. View Sales Desk Support

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.*

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About Equitable

We provide innovative retirement, protection and wealth management strategies to help your clients secure their financial well-being.

About Equitable

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Strength and stability

We maintain consistently high ratings from A.M. Best, Moody’s and Standard & Poor’s.1

Financial strength and ratings

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Leaders in risk management

We adhere to the highest risk management standards in the industry while maintaining a strong balance sheet and capital position.

Enduring strength brochure

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A force for good

 We adhere to the highest risk management standards in the industry while maintaining a strong balance sheet and capital position.

Environmental, Social and Governance (ESG) strategy

*The more than 160-year history shown applies exclusively to Equitable Financial Life Insurance Company

Partner insights and perspectives tailored for financial professionals

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We're a founding member of Alliance for Lifetime Income (ALI)

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.

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Insights from our innovative thought leaders

Perspectives offers diverse viewpoints and actionable ideas that can help you build stronger wealth management, retirement and protection strategies for your clients.

Boost your business with wealth management strategies designed to address each client’s needs

Deliver customized financial strategies with our industry leading annuities, wealth management strategies, life insurance products, employee benefits and more.

Grow and protect your clients’ income and wealth with tax advantages

Give your business an edge with information and insights from some of the most respected industry professionals.


Help your clients partially protect their assets and help them reduce their taxes while preserving wealth

Get tailored advice and effective life insurance strategies.

Life insurance

Offer innovative fund choices for today’s climate

Learn about 1290 Funds, advised by Equitable Investment Management, LLC (EIM).

1290 Funds

Put employees on the path to retirement and financial freedom

See our flexible 403(b), 401(k), 457(b) and 401(a) retirement plans.

Workplace retirement plans

Help provide a level of protection for employees and help employers compete for talent

Discover our Powerfully Simplesm and comprehensive employee benefits.

Employee Benefits

Make the most of our interactive tools and resources for financial professionals

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Retirement guide

Understand the ins and outs of our variable annuities so you can help your clients build stronger retirement plans.

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Life insurance sales concepts

Use our targeted tax, accumulation and a level of protection strategies to expand your markets.

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Strategies for RIAs*

Our fee-based annuities seamlessly integrate into an advisory business.

* Registered Investment Advisers

Working with us is easy

Individual Retirement Sales Desk

(888) 517-9900

Monday-Friday, 8 a.m.-7 p.m. ET

Life Insurance Sales Desk

(855) 433-4028

Monday-Thursday, 8:30 a.m.-7 p.m. ET
Friday, 8:30 a.m.-5 p.m. ET

Workplace Retirement Sales Desk

(866) 401-3030

Monday-Friday, 8 a.m.-7 p.m. ET
Option 1 - 401(k)  |  Option 3 - 403(b)  | Option 6 - 457(b)

Employee Benefits Customer Service

(866) 274-9887

Monday-Friday 8 a.m.-7 p.m. ET
Equitable Advisors Sales Desk:
Email us

For financial professionals only. If you are an individual investor, please contact your financial professional for more information.

1 Source:

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.

GE-6148616.1 (12/2023) (Exp. 12/2025)