See how mapping a customized road to financial freedom can benefit your clients
Guide your clients toward financial freedom with a customized retirement income strategy.
See how you can provide strategies that offer a level of protection for a lifetime
Offer clients a level of guaranteed protection with options for the unexpected, long-term care insurance and more.
See how women can secure financial freedom
Learn about the unique factors that impact women’s financial journeys and how to optimize their retirement income planning strategies.
Helping financial professionals offer clients strategies for building wealth and providing a level of protection
Equitable provides leading strategies and services that are backed by the strength and stability of more than 160 years of experience. Whether you’re a financial advisor, a financial professional, a registered investment adviser or an employee benefits broker, we’re here to help you meet your clients’ evolving needs and grow your business.
Always innovating
Equitable Financial invented the Guaranteed Minimum Income Benefit and was first in the industry to offer a Registered Index-Linked Variable Annuity.
Strength and stability
Equitable Financial maintains consistently high marks from A.M. Best, Moody’s and Standard & Poor’s.1
See our financial strength and ratings
Excellence in service
Our portal makes it easy to manage your book of business, perform transactions and connect with customer service.
Leaders in risk management
We adhere to the highest risk management standards in the industry while maintaining a strong balance sheet and capital position.Let our financial innovation help you guide clients to a confident retirement
Our strategies can help you increase clients’ confidence and help them protect their wealth.
See what the #1 variable annuity provider2 can do for your clients
From enhanced client growth, protected income and tax deferral to some level of reassurance in volatile markets, our suite of variable annuities offers strategies for retirement.
11,000 people a day are turning 65 in 2024.3 Ready? Equitable can help.
As 4.1 million people will turn 65 each year through 2027,3 retirement income is critical for an unprecedented number of people. We have strategies to help clients reach peak retirement potential.
A level of protected lifetime income for retirement
Equitable can help financial professionals educate themselves and their clients about the need for protected lifetime income and the important role of annuities in a retirement strategy.
Keep your clients grounded during unstable times
Time in the market, not timing the market, is crucial to your clients’ investment strategies. Explore our investment and market volatility resources to learn more.
Working with us is easy
Life Insurance Sales Desk
Monday-Thursday, 8:30 a.m.-7 p.m. ET
Friday, 8:30 a.m.-5 p.m. ET
Workplace Retirement Sales Desk
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
Monday-Friday 8 a.m.-7 p.m. ET
Equitable Advisors Sales Desk:
Email us
1Source: https://equitable.com/about-us/financial-strength-ratings
2 In terms of sales. This information is based solely on and up to year-end 2023 total sales. This ranking does not reflect or account for investment performance, product quality or other criteria. Source: Secure Retirement Institute U.S. Individual Annuities Sales Survey, 2024.
3 Source: Alliance for Lifetime Income
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 with an administrative office located in Charlotte, NC. All group insurance products, excluding those issued by a third-party contracted vendor, are issued either by 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 with an administrative office located in Charlotte, NC; and Equitable Distributors, LLC.
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.
© 2024 Equitable Holdings, Inc. All rights reserved.
