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1. Prestige Advisor qualifications MGA
2. Prestige Advisor qualifications WFG
3. Equitable Life Dynamic U.S. Monthly Income Fund Select

    

   As a Global Equity Balanced asset class, investors benefit from long-term capital growth through investments that include a broad range of U.S. equity and debt securities. Check out Equitable Life Dynamic U.S. Monthly Income Fund Select in this issue of Fund Focus. The Fund aims to provide long-term capital appreciation and income by investing primarily in a broad range of U.S. equity and debt securities, focusing on a value investment approach when selecting equity securities. 

   
   
   
   
   
    

   Key highlights  

   • Actively manages access to the U.S. (one of the broadest and deepest markets in the world).  

   • Ability to tactically shift asset allocation to take advantage of changing market conditions.  

   • Aims to provide stability and growth to investors while providing interest and dividend income.  

    

   For more information, check out Equitable Life Dynamic U.S. Monthly Income Fund Select or contact your Regional Investment Sales Manager. 

   Posted November 2, 2023
4. Equitable Savings & Retirement Division rebrands as Individual Wealth The Equitable^® Savings & Retirement division has a new name: Individual Wealth.
   
   This change reflects how the division has grown. Over time, we have added more services and tools to help clients reach their financial goals. Our new name shows this broader focus.
   
   Why “Wealth”?
   The word “Wealth” means more than just saving for retirement. It includes investing, estate planning, tax strategies, and preparing for life events. It better describes our more holistic approach to wealth management.
   
   This update is more than just a name change. It shows our strong commitment to helping clients in new and better ways. Over the coming months you’ll notice changes across our materials, website, and contact details as we roll out this transformation. As we move forward as Individual Wealth, our commitment to supporting your business remains stronger than ever — because when we grow together, success is mutual.
   
   If you have any questions, feel free to reach out to your Director, Investment Sales.
   
   Date posted: July 24, 2025
   
   
    
5. [pdf] Additional/Updated Client Information
6. [pdf] A better group benefits experience
7. Online Annuity Quotation
8. Online Annuity Quotation
9. Individual Insurance Marketing Materials
10. Advisor Code of Conduct - Updated! Our Advisor Code of Conduct sets out Equitable Life's expectations of advisors in dealing with clients and other stakeholders. The Code of Conduct forms part of your contractual relationship with us.
    
    We have updated our Code to clarify specific expectations to help you meet regulatory compliance requirements, support your needs-based sales, and treat customers fairly.
    
    Please review our updated Advisor Code of Conduct.