Equitable

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Equitable is one of America’s leading financial services companies. Founded originally in 1859*, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses. Equitable is the brand name of Equitable Holdings, Inc. and its family of companies, including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY); Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with main administrative headquarters in Jersey City, NJ; Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN) and Equitable Distributors, LLC. Equitable Distributors, LLC (“EDL”) is the wholesale distribution company of Equitable Financial Services, LLC and its family of companies, and is one of the largest insurance and wealth management organizations. EDL is dedicated to the distribution of the innovative line of life insurance and annuity products issued by Equitable Financial and Equitable America. EDL has more than 400 employees working with over 650 distribution partners and Equitable Advisors, LLC the company’s retail distribution organization. EDL does not offer investment, insurance or other financial products or services directly to the general public or to retail customers. Please contact your appropriately registered/licensed financial professional.

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3.3

Overall Excellence Rating

Industry

Financial Services

Category

Insurance Carriers

ESG/Ethical Impact

At Equitable, we are on a journey to push beyond the conventional and embrace wellness as a competitive advantage — a driver of productivity, innovation and growth. And we know that greater wellness translates into an even stronger, more resilient Equitable, enabling us to better deliver on our mission to help clients secure their financial well-being. A virtuous cycle. We also continued to innovate and provide trusted products to help our clients navigate challenging market environments through all stages of life. And we remain committed to Holistic Life Planning, our proprietary approach to providing financial advice to clients, which considers an individual’s sense of purpose, physical health and emotional wellness in addition to their financial goals. Recognizing the meaningful role we can play in supporting our communities, we stayed focused on driving community vitality and advancing economic mobility through grantmaking, impact investing and volunteerism. We believe our people are our greatest asset, and the more we can mobilize them to be a force for good, the bigger the multiplier effect we can have to drive positive change. To live up to our ESG promise, we must hold ourselves accountable for positively impacting our business and stakeholders over the long term. This means keeping an eye on outputs as well as outcomes — the controls, systems and metrics we report as well as the measurable progress we make in creating positive change. We are committed to leveraging our big systems to do just that.

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Awards Received

2023

Revenues

$3,130,000,000.00

Website Traffic

Employee Rating

3.5

Customer Rating

3.4

Company Size

5000-10000

ESG Risk Rating

4

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