Powerful planning tools meet an easy-to-use interface
Compliance approved, with pre-filled disclosures
Exclusive discount for Equitable advisors
14-day risk-free trial period
Individual Products
Flexible subscription options
Integrated tools for financial advisors at any stage of the planning market. Subscribe to a product individually, or take advantage of an exclusive Equitable product bundle subscription
Use coupon code EQUITABLE2025 at checkout for an exclusive 20% discount on all individual products or bundles.
Social Security Pro
Social Security answers your clients can understand—Sophisticated calculations behind the scenes, clear results front and center.
Retirement Plan Simulator
Holistic planning meets an easy-to-use interface. Utilize bucket planning and statistically backed recommendations for REG-BI compliant advisors.
Life Goals
A goal based analysis of your client’s basic needs—One product to solve multiple insurance and investment needs. Includes a digital fact finder for easy data entry.
Qualified Plan Concepts
Show clients how to use 401(k) and IRA distributions for maximum benefit.
Cash Flow Decisions
A cash-flow based approach to discuss Social Security maximization, retirement income, life and annuity sales.
Business Succession Concepts
Address business valuation, business continuation and key person planning with interactive, step-by-step animations that help clients understand complex funding solutions.
Estate Planning Concepts
Designed to simplify complex estate planning topics
Discuss estate planning without being an expert—let the software be the expert.
Contact us
Start a conversation
If you still have questions or want more information about a specific product, send us a message and a member of our team will contact you as soon as possible.