Page 29 - The EDGE BTS 2024

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A Advisor collaboration for

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f financial well-being:
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Let’s Build a Stronger Future Together
Unlock greater retirement savings and financial contentment for your staff by
encouraging them to consult with a financial advisor. Research from Equitable
reveals that K-12 403(b) plan participants who engaged with a financial
professional experienced higher account balances, increased contributions,
1
and greater confidence in their retirement planning knowledge .
Explore the powerful collaboration with a financial advisor to bolster your
employees’ financial well-being.
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E Explore your opportunities. Visit equitable.com/educators. .
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1 Equitable’s Value of the Advisor Study, 2022. Independent research conducted by Zeldis Research Associates, and commissioned by
Equitable, highlights the financial benefits K-12 educators can gain by working with a financial professional with respect to their 403(b)
account. These responses reflect anonymous individual opinions from the survey and are not intended as predictions of any
product/investment performance, may not represent the experience of any other plan participant, and should not be relied upon as basis
for any purchase decision.
Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life
Insurance Company (NY, NY); Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company; and
Equitable Distributors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN).
© 2024 Equitable All rights reserved.
1345 Avenue of the Americas New York, NY, 10105 (212) 554-1234
GE-6563780.1e (4/24)(Exp. 4/26)
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