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1. Replacement Procedures- LIRD and Written Analysis
2. Generating client policy information is easy with Equitable Did you know that Equitable^® makes it easy to create a report with client policy information using Policy Inquiry? This tool makes a simple PDF that gives advisors and clients all the policy details they need to talk about investment goals.
   
   Key features of the Policy Inquiry tool:
   •  Exclude “Advisor Only Information” sections: Customize the report by leaving out sections meant only for advisors.
   •  Access active links to fund pages with risk ratings: Quickly go to fund pages and check risk ratings from the report.
   •  View calendar and compound returns: See a clear picture of a client's investment performance history with detailed return information.
   Generate the report just before meeting with a client to have the most current information. You can find this tool in the top right corner of the client’s policy page on EquiNet^®. It is a great takeaway or follow-up item for client meetings.
   
   Clients can also access their policy information report anytime through Client Access^®. Remind clients that they can view the report online as well.
   For more information please contact your Director, Investment Sales. 
   
   Date posted: June 17, 2025
    
3. Change to the Equitable Life Active Balanced Income Fund effective July 1, 2025 We’re making a small change to the Equitable Life Active Balanced Income Fund. The fund’s investment split was previously 50/50 between stocks (equities) and bonds (fixed income). As of July 1, the split changed to 40% stocks and 60% bonds.
   
   Clients invested in the Equitable Life Active Balanced Income Fund will be notified of this change via their statement.
   
   Why this change matters:
   This change ensures the three Equitable Life Active Balanced funds are better differentiated from each other, covering a wider range of client needs.

   Fund Name	Before July 1 Equities / Fixed Income	On and after July 1 Equities / Fixed Income
   Equitable Life Active Balanced Income Fund	50/50	40/60
   Equitable Life Active Balanced Fund	55/45	No change
   Equitable Life Active Balanced Growth Fund	70/30	No change

   
   The funds’ risk levels and investment categories remain the same.
   
    If you have any questions, feel free to reach out to your Director, Investment Sales.
   
   Date posted: July 28, 2025
4. Videos
5. Switches and surrenders
6. Will Equitable Life sponsor an advisor?
7. What is the process for terminating an advisor contract?
8. Franklin Templeton
9. Vanguard
10. Get the Straight Talk on Equitable’s par account performance

    Real answers to big questions

    At Equitable, we understand how important it is to make confident decisions when dealing with large cases. When you have questions, you need concise, direct insights from leaders and subject matter experts.

    Introducing the Straight Talk video series

    Today, we are thrilled to share the first episode of Straight Talk. This episode features Mark Arruda, VP of Individual Insurance Pricing and Finance.
    
    Mark talks about how Equitable’s par account is built to perform in all kinds of conditions, with strong governance, disciplined risk management, and prudent capital practices that ensure stability even when large life insurance claims are paid out.
    
    Watch Straight Talk for straight answers to the questions that matter most.
    
    Contact your Equitable Wholesaler to learn more about Equimax.