Allstate
Resources to help you educate yourself, your prospects and clients.
With next-generation products and industry-leading insights, Equitable is committed to helping you meet your clients’ needs at every stage of life – with strategies for today and tomorrow.
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Learn more about our annuities View our performance cap rates
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Structured Capital Strategies® Income
Reference materials
- Overview brochure
- Fact card
- Top Reasons brochure
- How to invest in SIO’s brochure
- Lifetime income distribution tables
Sales Support
Equitable Annuity Sales Desk: (888) 517-9900
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Structured Capital Strategies PLUS® 21
Reference materials
- Overview brochure
- Fact card
- Standard Segment flyer
- Standard Segment flyer -40%
- 1-year Dual Direction Segment flyer
- Dual Direction Segment flyer -10%
- Dual Direction Segment flyer -15%
- Dual Direction Segment flyer -20%
- Step Up Segment flyer
- Dual Step Up Segment flyer
- Enhanced Upside Segment flyer
- Annual Lock Segment flyer
- Loss Limiter 90 Segment flyer
- Loss Limiter 95 Segment flyer
- History may be a guide
- Flexibility brochure
Sales Support
Equitable Annuity Sales Desk: (888) 517-9900
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Retirement Cornerstone®
Reference materials
- Overview brochure
- Fact card: Series B | Series CP
- GMIB roadmap
- LIVIT brochure
- GMIB flex sales idea
- Income Opportunity flyer
Sales Support
Equitable Annuity Sales Desk: (888) 517-9900
For access to applications and forms, please go to www.equitable.com. Marketing materials found on this microsite are approved by Allstate. If you are looking for a piece that is not listed on this microsite, please check with your Equitable Wholesaler to ensure approval for use with Allstate customers.
Follow these easy steps to get started:
- Complete NAIC training requirements. Log in to secure.reged.com/TrainingPlatform for your product-specific course work. Agents should complete general annuity training and state product training (if required in the state of sale).
- To register for access to www.equitable.com, please complete the Website Self-Registration process.
Quick reference card:
Step 1: Click the Sign in button in the upper right corner of the page.
Step 2: Select Register Now.
Step 3: Select Financial Professional, then Annuities. Confirm your identity with the following items:
Last name | DOB | Last 4 digits of your SSN | “Have you sold an Equitable annuity policy or contract?”
Step 4: Complete two-step verification process with email or phone number.
Step 5: Create user ID and password.
Step 6: Complete secret questions, agree to the usage agreement and click submit.
As a reminder, Allstate Financial Services, LLC requires Registered Representatives to submit the Variable Annuity New Account Document (and Switch form as applicable) with any new applications. Please contact AFS for the current version of the New Account Document. Submit all completed forms and applications to AFS at 151 N 8th St, STE 450, Lincoln, NE 68508. In addition, please adhere to requirements around the Customer Agreement and Know Your Risk Tolerance brochure.
Gross dealer concessions grid
To determine the exact commissions on each sale, please forward an ALR Compensation Web Service Request, (WSR). Click here to access the Web Service Request “WSR” link. As a reminder, the Allstate Financial Services, LLC maximum issue age for a variable annuity is 80.
Structured Capital Strategies PLUS® Gross Dealer Concessions Grid
Retirement Cornerstone® Gross Dealer Concessions Grid
Variable annuities are sold by prospectus only, which contains more complete information about the contract, including risks, charges, expenses and investment objectives. The client should review the prospectus carefully before sending any money. The client should contact a financial professional or visit the product pages listed above for the current prospectus. Equitable Financial and Equitable America, their distributors and their respective representatives do not provide tax, accounting or legal advice.
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, Structured Capital Strategies® Income, Structured Capital Strategies PLUS® and Retirement Cornerstone® 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, Structured Capital Strategies® Income, Structured Capital Strategies PLUS® and Retirement Cornerstone® are issued by Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY). The obligations of Equitable Financial Life Insurance Company and Equitable Financial Life Insurance Company of America 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).
