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We don’t start by asking how much you earn. We start by learning who you are.
We understand financial planning is about more than money. It’s about your personal needs, responsibilities and goals. Those are the key factors informing your path toward economic stability. That’s why we offer a humanistic and holistic approach to financial services that takes into account the whole you. With honesty, openness and optimism, we help you build toward the life you want to live based on your unique profile that’s designed to meet your changing needs and vision for tomorrow. At Equitable, we’re on a mission to help people build fulfilling futures.
We are Equitable.
Introduction
Over
165
years and counting¹
2.8
million clients
More than
248
billion
$
assets under management¹
4,500
dedicated financial professionals in communities all over the United States²
² All financial professionals are associates of affiliates Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN) and Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.).
¹ The 165-year history and assets under management shown apply solely and exclusively to Equitable Financial Life Insurance Company.
Strength and stability
At Equitable, we put our experience to work to earn your trust. Our financial stability.1 Our innovative strategies. Our abiding commitment to know you and guide you. Wherever you are on your journey and whatever financial well-being means to you, we meet you where you are with advice and strategies tailored to you, continuing a tradition of service we’ve honored since 1859.1 Along the way, we’ve gained respect as one of America’s leading financial services companies. And we’ve earned the trust of our clients and their families for generations.
Innovations that work
Our approach has stood the test of time by uncovering opportunities, understanding changing markets and adapting to the evolving needs of everyday savers and dreamers. Our bold yet grounded decisions keep us ahead of the curve — designing adaptable strategies that anticipate where the world is going and what you’ll need to meet its challenges.
Created and launched the variable universal life policy
Leading provider of 403(b) plans, with over 1,000 financial professionals who focus on the K-12 education market3
Leader in the development of unique strategies designed to offer accumulation and growth: structured annuities, variable annuities with living benefits and index-linked variable annuities
3 LIMRA 4th Quarter, Not-For-Profit Market Survey, K-12, as of Dec. 31st, 2023. Survey results may include Equitable Financial and Equitable America issued plans.
Commitment to what matters
Your well-being doesn’t begin or end with your finances. It starts with — and is always about — you.
Equitable Advisors’ committed financial professionals know the path to fulfillment begins with getting to know who you are, what matters to you and how you’ve made decisions so far. We then use this knowledge to create a plan customized to you and your life.
And we know financial planning for life isn’t a one-time thing. As your life evolves, so will your goals. We’ll be there with you, helping you shift your strategy, update your portfolio and leverage the right products to make smart choices for every chapter of your life.
Financial professionals committed to helping you live the life you want — recruited to meet rigorous standards, supported by our commitment to continuous learning and augmented by our professionals in focused areas of financial services.
Access to extensive investment and insurance options from leading companies — so you and your financial professional build a plan for your life.
Strategy
Portfolio
Products
A common approach
The Equitable Advisors approach
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Our promise to clients
Together, we’ll face the future with courage, strength and wisdom.
Here for you
Professionals alongside you
Evolving with you
Understand your situation The most important work we do is getting to know who you are.
Educate you on your options When you have questions, we’ll be ready with answers about the options to help fulfill your goals and objectives.
Provide clear guidance With insight and clarity, we help you make your own life’s most important decisions.
Here for you.
Respect your assets We listen, learn and build on your existing assets — respecting choices you’ve made.
Professionals alongside you.
Evolving with you.
Track your progress We help you understand performance and, more specifically, progress toward the goals you’ve communicated to us.
Stay in touch With advice designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.
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Whatever matters most to you, you deserve to pursue what’s possible. Strategies that evolve with you and adapt to your needs can help your goals of today become your accomplishments of tomorrow.
Investments and wealth management through your Equitable Advisors Financial Professional.
Progress toward your goals
Protecting your loved ones and your life’s work from uncertainties — and letting your money work harder for you — are smart goals for any plan.
Permanent life insurance Term life insurance Long-term care insurance Business continuation programs Employee benefits
Protect today and tomorrow
• • • • •
Prepare for your next chapter
Whether you’re just starting out, juggling the demands of mid-life, transitioning to your next act or defining your legacy, it’s about making the most of what you have to achieve the freedom to pursue your passions.
• • •
Annuities Individual retirement accounts Workplace retirement plans — 403(b), 401(k), 457(b)
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Equitable Foundation
We have a history of serving people — in our business and communities — under the direction of Equitable Foundation. Through philanthropy and volunteerism, we use our resources to serve our clients, our employees and our communities.
Equitable Excellence®
Our signature program, Equitable Excellence®, recognizes remarkable college-bound students and high school educators with scholarships in college and local school grants annually.
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Equitable in Action
Each year, thousands of our people join in community-based philanthropy through our matching gifts program and our national volunteer program, Equitable in Action.
The hard work, love and commitment you put into everyday life should carry you toward a meaningful future. Your Equitable Advisors Financial Professional will meet you where you are, with advice and strategies designed for you, so you can make smart choices as your life evolves.
Holistic life planning for your finances, your retirement and all aspects of a life well-lived.
Plan for a fulfilling life
Learn more about how Equitable can help you plan for a future that reflects all of who you are. Visit equitable.com to learn more or to find an Equitable Advisors Financial Professional near you. We’re here to help support you every step of the way.
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Variable annuities and variable universal life insurance are offered by prospectus, which you can obtain from your financial professional or the insurance company. The prospectus contains detailed information about investment objectives, risks, charges and expenses. You should read the prospectus and consider this information carefully before purchasing a variable annuity contract or variable universal life insurance policy. 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. Annuities have fees, exclusions and limitations, and early withdrawals may be subject to surrender charges and, if taken prior to age 591/2, a 10% federal income tax penalty. For costs and complete details, contact your Equitable Advisors Financial Professional. Life insurance and annuities are issued by Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY) and, depending on the particular contract and its distributor, by Equitable Financial Life Insurance of America (Equitable America), an AZ stock corporation. Co-distributed by affiliates Equitable Distributors, LLC and Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). Equitable Financial, Equitable America, Equitable Advisors and Equitable Distributors are affiliated companies and do not provide tax or legal advice. Duly-registered and licensed representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). 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. The obligations of Equitable Financial and Equitable America are backed solely by their claims-paying abilities. Equitable Advisors is the brand name of Equitable Advisors, LLC. © 2023 Equitable Holdings, Inc. All rights reserved. GE-5437842.1 (1/23) (Exp. 1/25) | G2076334 | Cat. #161452 (3/23)
Variable annuities and variable universal life insurance are offered by prospectus, which you can obtain from your financial professional or the insurance company. The prospectus contains detailed information about investment objectives, risks, charges and expenses. You should read the prospectus and consider this information carefully before purchasing a variable annuity contract or variable universal life insurance policy. 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. Annuities have fees, exclusions and limitations, and early withdrawals may be subject to surrender charges and, if taken prior to age 591/2, a 10% federal income tax penalty. For costs and complete details, contact your Equitable Advisors Financial Professional. Life insurance and annuities are issued by Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY), by Equitable Financial Life Insurance of America (Equitable America), an AZ stock company with an administrative office located in Charlotte, NC, or by Equitable Financial Life and Annuity Company (Equitable Colorado), with an administrative office located Charlotte, NC. Please refer to your contract for information on the issuing company. Co-distributed by affiliates Equitable Distributors, LLC and Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). Equitable Financial, Equitable America, Equitable Colorado, Equitable Advisors and Equitable Distributors are affiliated companies and do not provide tax or legal advice. Duly-registered and licensed representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment adviser, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial, Equitable America and Equitable Distributors, LLC. The obligations of Equitable Financial and Equitable America are backed solely by their claims-paying abilities. Equitable Advisors is the brand name of Equitable Advisors, LLC. © 2025 Equitable Holdings, Inc. All rights reserved. GE-8048633.1 (6/25) (Exp. 6/29) | G3058550 (8/25)
Important Additional Information
