Equitable Holdings Inc. (US29452E1010)

Overview

Equitable Holdings, Inc., standing as a beacon of financial services diversity, extends its operations globally. The entity unfolds its operations into four distinct segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. Initially known as AXA Equitable Holdings, Inc., the firm underwent a transformation in its branding to Equitable Holdings, Inc. in January 2020. Tracing its roots back to 1859 and anchored in New York, New York, the company exhibits a longstanding history of dedication to providing multifaceted financial services to its clientele.

Products and Services

• Individual Retirement

  Targets affluent and high net worth individuals by offering a comprehensive variety of variable annuity products. These products are designed with the unique financial goals and retirement needs of the individual in mind, blending growth potential with investment flexibility.

• Group Retirement

  Facilitates tax-deferred investment and retirement services or products primarily for plans sponsored by educational entities, municipalities, not-for-profit entities, as well as small and medium-sized businesses. This segment focuses on providing solutions that help organizations offer their employees effective retirement benefits.

• Investment Management and Research

  Delivers diversified investment management, research, and related solutions to a broad client base through institutional channels. This segment leverages in-depth research and strategic asset allocation to offer sophisticated investment solutions tailored to the needs of its clients.

• Protection Solutions

  Offers life insurance products, such as variable universal life (VUL) insurance and indexed universal life (IUL) insurance, in addition to employee benefit solutions targeting small and medium-sized businesses. These products are crafted to provide financial protection and peace of mind to families and businesses alike.