Financial Planning, Free Financial Profile, and Related Insurances From Equitable
Equitable has a long-standing presence in New York. As with its nationwide business, a large portion of Equitable’s New York client base is built upon the work they do within the public education system. Equitable services over 800 public school and charter school retirement plans across the state, with more than 62,000 participants, and approximately $1.9 billion in assets under management. Through existing relationships with these school districts, Equitable is able to effectively provide coverage for members of SAANYS.
Members can receive competitive rates on life, disability, long-term care, and more. In addition, a full array of retirement services is available, including a complimentary financial profile and comprehensive financial planning services. All SAANYS members receive a complimentary financial profile (click here for details).
Visit Equitable to learn more or download the FAQ here. When you’re ready to reach out, use the dedicated SAANYS member line by calling: 1-866-401-3030, option 8.
Click here to find an Equitable Advisor in your area. Equitable can come to your region or district to present on the following topics:
• Financial Planning for Success
• Planning for the Early-Mid Career Administrator
• Social Security – Beyond the Basics
• Pension Maximization
• Estate Planning