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  2. Joe Galbraith recognized as Wealth Professional Magazine 2025 5-Star Wholesaler of the Year Joe Galbraith, Director, Investment Sales at Equitable®, has been named one of Wealth Professional Magazine’s 2025 5-Star wholesalers. This award highlights his significant contributions to the financial services industry. The 50 individuals, chosen from a large pool of nominees, represent some of the best in the wholesaling business.

    Encouraged by his wife to pursue his passion for helping people, Joe transitioned into financial services, spending 12 years as an advisor. He began his current role as Director, Investment Sales with Equitable six years ago. Known for his empathetic service mindset, Joe is deeply committed to understanding and addressing the unique needs of everyone he works with. His collaborative approach and knack for problem-solving make him a valued team member.

    Joe's recognition as one of Wealth Professional's top 50 wholesalers underscores his commitment to clients and the industry. In response to this recognition, Joe expressed he is “humbled that advisors value our relationship enough to take the time to nominate me for this recognition. Their support and belief in me mean a great deal, and I’m grateful for the trust and collaboration we share.” 

    Join us in congratulating Joe on this achievement!

    Date posted: May 1, 2025
     
  3. Secure your GIA with Equitable today! In uncertain times, a Guaranteed Interest Account (GIA) is a safe and stable investment opportunity. Now is a great time to consider a GIA with Equitable®.

    Equitable offers:
    •    market leading interest rates1, with higher rates for larger deposits;
    •    many account types, including the First Home Savings Account; and
    •    options to invest up to age 952.

    “GIAs offer a number of benefits for investors, especially in times of market volatility.” said Cam Crosbie, Executive Vice President, Savings & Retirement. Equitable. “In uncertain times, let your investments be certain. Choose GIAs for guaranteed peace of mind and predictable returns, along with estate planning benefits, and potential creditor protection.”

    GIAs are simple fixed-income investments that add value to a portfolio. Equitable GIAs provide competitive interest rates and protection from market volatility. For more information visit EquiNet® and don’t forget to register for our interest rate change alert email.

    For more information or assistance, please contact your Director, Investment Sales.

    1 Equitable has made every effort to ensure accuracy of competitive information. Accuracy is not guaranteed. 
    2 Some available term lengths may be limited starting at age 90.

    Date posted: May 14, 2025
  4. Individual Insurance Prestige Advisor Program
  5. New Applications & Transaction Authorization Requirements
  6. Can an advisor transfer their contract under another MGA?
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