Step Up Your Wealth Sales program
Welcome to the 2025 Step Up Your Wealth Sales program with Equitable.
Step up your wealth sales program details
The program rewards advisors who promote Equitable’s Savings & Retirement products to existing and new clients as part of an overall investment strategy based on individual client needs.
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*The bonus amount will be calculated at the end of 2025 based on net deposits. The bonus will be paid within 90 days following December 31, 2025. Maximum bonus payable is $100,000 for re-qualifying Elite advisors; $75,000 otherwise.1 Re-qualifying Elite advisors are advisors who attained Elite status at the end of 2024 and maintain Elite status at the end of 2025. To attain Elite advisor status, an advisor must have $1,250,000 in gross deposits in at least five policies or $10,000,000 in assets. For re-qualifying Elite advisors that reach $10,000,000 or more in net deposits in both 2024 and 2025, the maximum payment is $200,000. Equitable reserves the right to end or alter the Step Up Your Wealth sales campaign at any time and without notice.