Equitable Retirement Guide 4+
Build a financial future
Equitable Financial Services, LLC
Designed for iPad
-
- Free
Screenshots
Description
Whether you are a financial professional looking to fine-tune a client’s portfolio or a new investor, the Equitable Retirement Guide is here to help. We provide forward-looking tools and resources to help plan for a secure, fulfilling future.
-Customize hypothetical scenarios
-Access historical data in comprehensive charts and graphs
-Create client-approved custom digital reports
Explore Equitable’s suite of retirement strategies:
-A level of volatility protection with Structured Capital Strategies PLUS®
-Guaranteed retirement income with Retirement Cornerstone®
-Tax-efficiency with Investment Edge®
-Retirement income with opportunities for an increase with Structured Capital Strategies® Income
Download today for a simplified approach to financial planning.
Download and use of this application is subject to our Privacy Policy and Usage agreement.
A variable annuity is a long-term financial product designed for retirement purposes. Variable annuities are subject to market risk, including the possible loss of principal invested, and they have mortality and expense charges, account fees, investment management fees, administrative fees, charges for special contract features, and restrictions and limitations. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.
When distributed outside of New York State by Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN) through Equitable Advisors Financial Professionals whose business address is not in New York State, or when distributed by Equitable Distributors, LLC through financial professionals of unaffiliated broker/dealers when the solicitation state is not New York, the Retirement Cornerstone®, Structured Capital Strategies PLUS®, Structured Capital Strategies® Income and Investment Edge® variable annuities are issued by Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company. When offered by Equitable Advisors Financial Professionals whose business address is in New York State or when distributed by Equitable Distributors, LLC through financial professionals of unaffiliated broker/dealers when the solicitation state is New York, Retirement Cornerstone®, Structured Capital Strategies PLUS®, Structured Capital Strategies® Income and Investment Edge® are issued by Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY). The obligations of Equitable America and Equitable Financial are backed solely by their own claims-paying abilities.
Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (NY, NY); Equitable Financial Life Insurance Company of 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).
GE-4696654.2 (12/23) (Exp. 12/25)
What’s New
Version 5.0.0
New homepage makes navigating to your favorite tools and resources even easier.
Ratings and Reviews
App Privacy
The developer, Equitable Financial Services, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Equitable Financial Services, LLC
- Size
- 1.5 MB
- Category
- Finance
- Compatibility
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- iPhone
- Requires iOS 15.0 or later.
- iPad
- Requires iPadOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Mac
- Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2023 Equitable Holdings, Inc.
- Price
- Free