Equitable Retirement Guide 5.0.0

Equitable Financial Services, LLC ❘ Freeware ❘
iOS
out of 5 votes

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Whether you are a financial professional seeking to refine a client's portfolio or a novice investor, the Equitable Retirement Guide offers valuable assistance. The platform provides innovative tools and resources to aid in planning for a secure and rewarding future.

<ul>
 <li>Customize hypothetical scenarios</li>
 <li>Access historical data through detailed charts and graphs</li>
 <li>Create custom digital reports approved by clients</li>
</ul>

Discover Equitable's range of retirement strategies:

<ul>
 <li>Structured Capital Strategies PLUS® - Providing a level of volatility protection</li>
 <li>Retirement Cornerstone® - Offering guaranteed retirement income</li>
 <li>Investment Edge® - Focusing on tax efficiency</li>
 <li>Structured Capital Strategies® Income - Providing retirement income with potential growth opportunities</li>
</ul>

Gain simplified financial planning capabilities by downloading the Equitable Retirement Guide today.

The download and use of this application are subject to our Privacy Policy and Usage agreement.

A variable annuity serves as a long-term financial product specifically designed for retirement purposes. Variable annuities are exposed to market risks, potentially resulting in the loss of invested principal. They may include mortality and expense charges, account fees, investment management fees, administrative fees, charges for special contract features, as well as restrictions and limitations. Earnings are subject to ordinary income tax upon distribution and may incur an additional 10% tax if withdrawn before age 59½.

When distributed outside of New York State by Equitable Advisors, LLC (member FINRA, SIPC) (known as Equitable Financial Advisors in MI & TN) through Equitable Advisors' Business Professionals residing outside of New York State or through Equitable Distributors, LLC via financial professionals from unaffiliated broker/dealers when the solicitation state is not New York, the variable annuities Retirement Cornerstone®, Structured Capital Strategies PLUS®, Structured Capital Strategies® Income, and Investment Edge® are issued by Equitable Financial Life Insurance Company of America (Equitable America), a stock company based in Arizona. When offered by Equitable Advisors' Business Professionals situated in New York State or by Equitable Distributors, LLC via financial professionals from unaffiliated broker/dealers when the solicitation state is New York, Retirement Cornerstone®, Structured Capital Strategies PLUS®, Structured Capital Strategies® Income and Investment Edge® are provided by Equitable Financial Life Insurance Company (Equitable Financial) (located in NY). The financial obligations of Equitable America and Equitable Financial are solely backed by their respective claims-paying abilities.

Equitable represents the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (NY), Equitable Financial Life Insurance Company of America (located in AZ), a stock company, and Equitable Distributors, LLC. Equitable Advisors is the trading name used by Equitable Advisors, LLC (member FINRA, SIPC) (known as Equitable Financial Advisors in MI & TN).

GE-4696654.2 (12/23) (Expires 12/25)

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