Articles from Equitable

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced the launch of its pooled employer plan (PEP), Equitable Retirement Access.SM The new offering is designed to provide small and medium-sized businesses with a scalable and cost-efficient way to offer their employees a workplace retirement plan.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced the call for applications for its 2025 Equitable Excellence Scholarship®. The long-running annual scholarship program is open to high school seniors across the country, underscoring the company’s belief in the societal benefits of creating pathways to higher education.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced new findings from a survey of more than 1,000 consumers to help uncover the latest financial trends that are top of mind for Americans.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today released a new study, “How to Plan for the Great Wealth Transfer,” aimed at helping financial professionals better understand the characteristics and goals of those who stand to benefit from the great wealth transfer in the United States.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced a new series to its EQUI-VEST line of deferred variable annuity products, EQUI-VEST® Series 202. This enhanced version is designed to help educators supplement their retirement savings by providing additional choices, flexibility and a level of certainty.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced new findings from a survey of more than 1,000 consumers to help uncover the latest financial trends that are top of mind for Americans.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced that financial professionals will now be able to service their clients’ VUL Optimizer® variable universal life insurance policies through the company’s Corporate Endowment Solutions (CES) platform.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced the recipients of its 2024 Equitable Excellence Scholarship®. The annual scholarship program recognizes under-resourced graduating high school seniors who are high-achieving and would benefit from pursuing a college degree. The Equitable Excellence Scholarship® is the flagship program of Equitable Foundation, the company’s charitable-giving arm.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced new findings from a survey of more than 1,000 consumers to help uncover the latest financial trends that are top of mind for Americans.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced the appointment of Jim Kais as the Head of its Group Retirement business, effective April 1, 2024. Kais will report to Nick Lane, President of Equitable, and join the company’s Operating Committee. Kais succeeds Jessica Baehr, who was recently named President of Equitable Investment Management.1

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced enhancements to its Investment Edge® investment-only variable annuity that add new options designed to increase growth potential and provide additional flexibility to customize investment options. This announcement continues Equitable’s strong track record of innovation in the annuity market.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today released a study that shows how changes in relationships can impact financial behaviors and mindsets for women.

Equitable, a leading financial services company and principal franchise of Equitable Holdings (NYSEEQH), announced today that the company’s Employee Benefits business has enhanced its EB360® platform by fully digitizing the benefits onboarding process for benefits brokers and employers.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced the call for applications for its 2024 Equitable Excellence® Scholarship. The long-running annual scholarship program is open to high school seniors across the country, and it underscores the company’s belief in the societal benefits of expanding access to education.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced the 2023 recipients of its annual Equitable Excellence℠ Scholarship, which recognizes students who demonstrate the qualities of leadership, determination and resilience as critical enablers of their future success.

Equitable, a leading financial services company and principal franchise of Equitable Holdings (NYSEEQH), today named Christy Chandler as Head of Service Operations. Chandler will report to Jeffrey J. Hurd, Chief Operating Officer, and will join the company’s Operating Committee.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced enhancements to its Structured Capital Strategies PLUS® 21 and Structured Capital Strategies® Income variable and registered index-linked annuities (RILAs). The new enhancements are designed to provide clients with partial protection against market volatility along with the opportunity to capture upside market potential up to a cap.

Equitable, a leading financial services company and principal franchise of Equitable Holdings (NYSEEQH), has announced the launch of an enhanced version of its Market Stabilizer Option®. The new offering, Market Stabilizer Option® II (MSO II), is available on all single life variable universal life (VUL) products issued by Equitable Financial Life Insurance Company (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) that are currently sold in the marketplace.1 MSO II helps clients navigate today’s volatile markets and enables them to thrive, create wealth and protect legacies.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced updates to two of its market-leading registered index linked annuity (RILA) products. These updates are designed to help financial professionals and their clients manage volatile equity markets and generate lifelong income amid rising inflation and interest rates.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced the call for applications for its 2023 Equitable ExcellenceSM Scholarship. The scholarship program has been in existence for 21 years and underscores the company’s belief in the societal benefits of expanding access to education.

Equitable President Nick Lane will be honored with the 2022 Marine Corps University Foundation (MCU Foundation) and Alumni Association Major General John H. Russell Leadership Award today at the Union League Club in New York City.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced the launch of a new 401(k) program for small businesses, including those with startup plans and plans with account values up to $500k.

Equitable, a leading financial services company and principal franchise of Equitable Holdings, Inc. (NYSEEQH), announced today the acquisitioni of Penn Investment Advisors, Inc. (PIA), a registered investment adviser and subsidiary of Penn Community Bank. The acquisition is expected to close in the fourth quarter of 2022.

Equitable, a leading financial services company and principal franchise of Equitable Holdings (NYSEEQH), has made an investment into the ‘Black Impact Fund’, the fourth fund of SoLa Impact. SoLa Impact, a Black-led real estate developer and investment fund, is focused on providing high-quality, affordable and workforce housing in California’s cities. SoLa launched the fund, in part, to help address and improve economic opportunities for Black and brown Americans in lower income communities.

Equitable, a leading financial services company and subsidiary of Equitable Holdings (NYSEEQH), has launched a unique partnership and program curriculum with Columbia University. The program invites financial professionals to study specific curriculum focused on holistic financial planning and coaching clients on fulfilling their life goals and dreams. Upon completion of the program, financial professionals gain a qualification called the Columbia University Holistic Financial Coach Credential.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced its 3-year partnership with The Council of Chief State School Officers’ (CCSSO) National Teacher of the Year Program. The program’s 2022 cohort of State Teachers of the Year is comprised of 56 educators from across the country and U.S. territories who teach pre-K-12, including Kurt Russell of Oberlin High School in Oberlin, Ohio, who was recently selected as 2022 National Teacher of the Year.

Despite a falling unemployment rate and increased job growth, Main Street is still experiencing a worker shortage – a burden that can potentially be mitigated through workplace benefits, according to Equitable, a leading financial services organization and principal franchise of Equitable Holdings Inc. (NYSEEQH).

Life insurance technology company Bestow and Equitable, a leading financial services company and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announce a first-of-its-kind enterprise partnership and the launch of a new, entirely digital term life insurance offering called Term-in-10SM.

Equitable, a leading financial services company and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced the release of its first environmental, social and governance (ESG) report which provides details on the company’s strategy and progress in driving sustainable, positive social outcomes for all of its stakeholders.

In a joint effort to increase the number of diverse professionals in the role of insurance wholesaler, fifteen leading financial services firms along with several leading industry resource groups have teamed up to create the Coalition for Equity in Wholesaling (the Coalition). The Coalition’s initial focus is on the Black community, which will inform its work and serve as a blueprint as it scales a repeatable model that will ultimately be used to benefit all diverse communities.

Bartholomew Consolidated School Corporation in Columbus, Ind. has selected Equitable, a leading financial services organization and principal franchise of Equitable Holdings Inc. (NYSEEQH), as the sole provider of its 403(b) and 401(a) supplemental retirement plans after a competitive bidding process.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced an innovative registered index-linked annuity that combines lifetime income options with some protection from equity market volatility.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced the continued expansion of its variable and index-linked annuity product distribution in order to meet financial professionals where and how they prefer to do business.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced a call for applications for its 2022 Equitable ExcellenceSM Scholarship, designed to inspire and empower graduating high school seniors to be a force for good in their communities while investing in their future.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced a new, multi-year partnership with Purposity, a not-for-profit online platform that helps people see and respond to real-time, essential needs in their local communities.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today named Hector Martinez as Head of its Life Insurance business. Martinez will report to Nick Lane, President of Equitable, and will become a member of the company’s Operating Committee. In this role, Martinez will oversee business strategy and management of the company’s life insurance products and solutions.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced the addition of customized managed accounts and a cash balance plan to its group retirement plans for small-to-medium sized businesses. These additional services will allow business owners and their employees to further tailor their investment portfolios and plan design to help them reach their goals.

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSEEQH), today announced the 2021 Equitable ExcellenceSM Scholarship recipients. This year, the program recognizes 369 deserving students from all 50 states, Washington, D.C. and Puerto Rico, who have demonstrated outstanding achievements in academics, exemplary leadership skills and a commitment to improving their communities.

Equitable, a leading financial services company and subsidiary of Equitable Holdings (NYSEEQH), today named Stephanie Shields as Head of its Employee Benefits business. Shields will report to Nick Lane, President of Equitable, and will become a member of the company’s Operating Committee.