Equitable Retirement Guide5.2.0 - App Store

Whether you are a financial professional looking to fine-tune a client’s portfolio or a new investor, the Equitable Retirement Guide is here to help. We provide forward-looking tools and resources to help plan for a secure, fulfilling future.

-Customize hypothetical scenarios
-Access historical data in comprehensive charts and graphs
-Create client-approved custom digital reports

Explore Equitable’s suite of retirement strategies:

-A level of volatility protection with Structured Capital Strategies PLUS(R)
-Enhanced growth opportunities, a level of downside protection, and legacy benefits with Structured Capital Strategies(R) Premier
-Guaranteed retirement income with Retirement Cornerstone(R)
-Tax-efficiency with Investment Edge(R)
-Retirement income with opportunities for an increase with Structured Capital Strategies(R) Income

Download today for a simplified approach to financial planning.
Download and use of this application is subject to our Privacy Policy and Usage agreement.

A variable annuity is a long-term financial product designed to help you save for retirement. In essence, annuities are contractual agreements in which payment(s) are made to an insurance company, which agrees to pay out an income or a lump sum amount at a later date. Variable annuities are subject to market risk, including the possible loss of principal invested, and they have mortality and expense charges, account fees, investment management fees, administrative fees, charges for special contract features, and restrictions and limitations. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 591/2. Optional benefits are available for an extra charge in addition to the ongoing fees and expenses of the variable annuity.

When distributed outside of New York State by Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN) through Equitable Advisors Financial Professionals whose business address is not in New York State, or when distributed by Equitable Distributors, LLC through financial professionals of unaffiliated broker/dealers when the solicitation state is not New York, the Retirement Cornerstone(R), Structured Capital Strategies PLUS(R), Structured Capital Strategies(R) Premier, Structured Capital Strategies(R) Income and Investment Edge(R) variable annuities are issued by Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with an administrative office located in Charlotte, NC. When offered by Equitable Advisors Financial Professionals whose business address is in New York State or when distributed by Equitable Distributors, LLC through financial professionals of unaffiliated broker/dealers when the solicitation state is New York, Retirement Cornerstone(R), Structured Capital Strategies PLUS(R), Structured Capital Strategies(R) Premier, Structured Capital Strategies(R) Income and Investment Edge(R) are issued by Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY). The obligations of Equitable America and Equitable Financial are backed solely by their own claims-paying abilities.

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, an AZ stock company with an administrative office located in Charlotte, NC; and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN).

GE-8700564.1 (1/26) (Exp. 1/30)

Version History Added product content, educational content and tools. 5.2.0 Mar 19 Added product content, educational content and tools. 1.5.1 Feb 25 New homepage makes navigating to your favorite tools and resources even easier. 5.0.0 01/05/2024 Latest product enhancements and simplified homepage experience. 4.0.0 09/06/2023 Updates to Investment Edge® tools and resources, including addition of new Segment options to How SIO Works tool
New income retirement strategy added: Structured Capital Strategies® Income offers an innovative new way to provide guaranteed lifetime income 3.2.0 07/06/2022 Include ability to create a report 3.1.0 01/25/2021 Questionnaire that suggests the right strategy for an investor’s financial goals; access Structured Capital Strategies®, Retirement Cornerstone®, Investment Edge® tools 3.0.0 06/24/2020 Minor updates 2.8.2 07/31/2019 * Overall improvements
* Minor fixes 2.7.4 02/20/2019 FINRA Updates 2.5.77 07/30/2018 Some minor updates 2.5.70 01/23/2018 General copy updates
Some improvements and enhancements 2.5.51 08/28/2017 Includes Structured Capital Strategies® PLUS 2.5.39 06/12/2017 - Minor fixes 2.5.19 04/17/2017 - New 5 year Annual Lock Segments
- Stats updates
- Addition of the MSCI EAFE ETF index for Series B
- Updates to Investor Profiles scenarios 2.5.17 04/10/2017 bug fixes 2.4.26 02/22/2017 Minor improvements 2.4.25 02/13/2017 Now you can use up to $10 million as the initial investment input in the Structured Capital Strategies iPad app’s Segment performance calculator. Please note that contributions above $1.5 million into the actual Structured Capital Strategies contract are only permitted by AXA Equitable in certain circumstances. Speak to your financial professional for more information. 2.3.6 07/05/2016 Check the background of your financial professional or broker dealer with FINRA BrokerCheck 2.3.4 06/06/2016 major improvements and product updates 2.2.10 03/30/2016 minor improvements 2.1.17 05/12/2015 minor improvements 2.1.11 03/30/2015 - Ability to generate a PDF that captures certain parts of the App session along with the learning resources.

- The introduction of all series B, C, and ADV

- Minor adjustments to boost usability and overall app experience 2.1.8 01/25/2015 minor fixes 2.0.7 10/09/2014 minor fixes 2.0.5 08/27/2014