Equitable, a principal franchise of Equitable Holdings, Inc. (NYSE: EQH) has been one of America’s leading financial services providers since 1859. With the mission to help clients secure their financial well-being, Equitable provides advice, protection and retirement strategies to individuals, families and small businesses. Equitable has more than 8,000 employees and Equitable Advisors financial professionals and serves 2.8 million clients across the country. Reference to the 1859 founding applies specifically and exclusively to Equitable Financial Life Insurance Company.
| wdt_ID | Insurance Company | Product | Solution Type | Availability | Minimum Initial Investment | Maximum Issue Age | Max Total Contributions w/o Approval |
|---|---|---|---|---|---|---|---|
| 1 | Allianz Life | Index Advantage ADV℠ | Registered Index-Linked Annuity | 48 states (not NY,AK) | $10,000 | 80 | $1,000,000 |
| 2 | Allianz Life | Retirement Foundation ADV℠ | Fixed Index Annuity | 49 states (not NY) | $10,000 | 80 | $1,000,000 |
| 3 | Ameritas | Advisor No-Load VA | Variable Annuity | 49 states (not NY) | $2,000 | 85 | $1,000,000 |
| 4 | Ameritas | Compass SPIA | Single Premium Immediate Annuity | 50 states | $5,000 deposit or $ 50/Mo. Payout | 85 | $1,000,000 |
| 6 | Ameritas | Advisor II VUL | Variable Universal Life | 48 States (not CA or NY) | $100,000 | 80 | $10,000,000 |
| 7 | Ameritas | Value Plus Term Life Insurance | Term Life Insurance | 50 States | N/A | 80 | N/A |
| 10 | MassMutual Ascend | Index Protector℠ 7 | Fixed Index Annuity | 49 states (not NY) | $100,000 | 85 (inherited 75) | $2M to 75, $1.5M 76-80, $1M 81+ |
| 11 | Nationwide | Advisory Variable Universal Life | Variable Universal Life | 48 states (Not MT or NY) | None | 80 | N/A |
| 12 | Symetra | Advisory Edge | Fixed Index Annuity | 49 States (Not NY) | $10,000 | 85 | $1,000,000 |
| 13 | Symetra | Advisory Income Edge | Fixed Index Annuity | 49 States (Not NY) | $10,000 | 85 | $1,000,000 |
| 14 | TIAA Life | Intelligent Variable Annuity | Variable Annuity | 50 states | $2,500 | 88.5 | $1,000,000 |
| 15 | TIAA Life | Investment Horizon | Multi-Year Guaranteed Annuity | Not available in IL, IN, ND, OR, WA | $5,000 | 88.5 | $500k in a calendar year |
| 17 | Transamerica | I-Share II Variable Annuity | Variable Annuity | 50 states | $5k Non-Qualified; $1k Qualified | 90 | $1,000,000 |
| 18 | Jackson | Jackson Retirement Investment AnnuitySM | Variable Annuity | 50 States | $50,000 | 85 | $2,500,000 |
| 19 | Jackson | Perspective Advisory II® | Variable Annuity | 50 States | $25,000 | 85 | $1,000,000 |
| 20 | Jackson | Marketprotector AdvisorySM | Fixed Index Annuity | 49 States (not NY) | $25,000 | 85 (80 with election of GLB) | $2,500,000 |
| 21 | MassMutual Ascend | Index Protector 5 MVA℠ | Fixed Index Annuity | 48 states | $50,000 | 89 (inherited 75) | $2M to 75, $1.5M 76-80, $1M 81+ |
| 22 | MassMutual Ascend | Index Protector 4℠ | Fixed Index Annuity | 48 States | $50,000 | 90 (inherited 75) | $2M to 75, $1M 81+$2M to 75, $1.5M 76-80, $1M 81+ |
| 23 | Protective Life | Investors Benefit Advisory VA | Variable Annuity | 50 States | $5,000 | 85 | $1,000,000 |
| 24 | Pacific Life Insurance | Pacific Odyssey® | Variable Annuity | 49 states (NY has own version) | $25,000 | 90 (85 in NY and OK) | $1,000,000 |
| 25 | Pacific Life Insurance | Pacific Index Advisory® | Fixed Index Annuity | 49 states (not available in NY) | $25,000 | 85 | $1,000,000 |
| 26 | Midland National® Life Insurance Company | IndexMax ADVSM 5 | Fixed Index Annuity | 47 states (more to come) | $50,000 | 85 | $1,000,000 |
| 27 | Midland National® Life Insurance Company | IndexMax ADVSM 7 | Fixed Index Annuity | 47 states (more to come) | $50,000 | 85 | $1,000,000 |
| 28 | Pacific Life Insurance | Pacific Advisory Variable Annuity | Variable Annuity | 50 states | $25,000 | 90 | $1,000,000 |
| 29 | Midland National® Life Insurance Company | ConstanceSM CDA | Contingent Deferred Annuity | 44 states + DC (not MN, MT, NY, OR, UT, WA) | $50,000 | 80 | $2,000,000 |
| 30 | Jackson | Jackson Market Link ProSM Advisory | Registered Index-Linked Annuity | Not available in NY, OR, NE or HI at this time | $25,000 | 85 | $1,000,000 |
| 31 | Allianz Life | Index Advantage Income ADVSM | Registered Index-Linked Annuity | 49 states (not NY) | $5,000 | 80 | $3,000,000 |
| 32 | American Life | American Life Fee Based MYGA | Multi-Year Guaranteed Annuity | AZ, CO, DC, FL, GA, HI, ID, IL, IA, IN, KS, LA, MI, MO, MT, ND, NE, NV, NM, OH, OK, OR, SD, TX, UT | $10,000 | 90 | $1,000,000 |
| 33 | Midland National® Life Insurance Company | Oak ADVantageSM | Multi-Year Guaranteed Annuity | 49 States + DC (no NY) | $50,000 | 90 | $1,000,000 |
| 34 | MassMutual Ascend | Advantage 5 Advisory | Multi-Year Guaranteed Annuity | 48 states (more to come) | $50,000 | 89 (inherited 75) | $2M to 75, $1.5M 76-80, $1M 80+ |
| 35 | Midland National® Life Insurance Company | Midland National Capital Income | Fixed Index Annuity | All States (Except NY) | $20,000 | 80 | $1,000,000 |
| 36 | MassMutual Ascend | Index Achiever Advisory | Registered Index-Linked Annuity | 34 states | $0 | 80 | 2,000,000 0-75 / 1,500,000 76-80 |
| 37 | GILICO | GRL Guaranty Rate Lock | Multi-Year Guaranteed Annuity | 46 states (not AK, HI, ME, NY) | $10,000 | 100 | $5,000,000 |
| 38 | Nationwide | Advisory Retirement Income Annuity | Variable Annuity | 50 states | $25,000 | 95 | $3,000,000 |
| 39 | Nationwide | Monument Advisor | Variable Annuity | 50 states | $15,000 | 95 | $10,000,000 |
| 40 | Nationwide | Advisory Income | Single Premium Immediate Annuity | 49 states, not NY | $10,000 | 95 | $3,000,000 |
| 41 | Corebridge Financial | Power Index Advisory | Fixed Index Annuity | $25,000 | 85 (80 with election of GLB) | $1,000,000 | |
| 42 | Corebridge Financial | Assured Edge Advisory | Fixed Annuity | $25,000 | 80 | $1,000,000 | |
| 43 | Protective Life | Investors Benefit Advisory VUL | Variable Universal Life | All states except NY | None | 80 | $5,000,000 |
| 44 | Jackson | Market Link Pro® Advisory II | Registered Index-Linked Annuity | Not available in OR, NE, NY (MO, VA, NJ only offer MLPA) | $25,000 | 85 | $2,500,000 |
| 45 | Equitable | Structured Capital Strategies PLUS 21 Series ADV | Registered Index-Linked Annuity | Not all segments available in all jurisdictions | $25,000 | 85 (ROP death benefit max 75) | $1,500,000 |
| 46 | Equitable | Structured Capital Strategies Income ADV | Registered Index-Linked Annuity | Not all segments available in all jurisdictions | $25,000 | 80 (HAV death benefit max 75), minimum issue age of 45 | $1,500,000 |
| 47 | Equitable | Investment Edge 21 ADV | Variable Annuity | Not all segments available in all jurisdictions | $25,000 | 85 | $1,500,000 |
