Our value proposition

Not captive. Not alone. Our platform offers you the best of both worlds.

CAPTIVE COMPANIES

+ Extensive Training
+ Support
+ Programs
+ Coaching Tools
+ National Resources
+ Regulatory and Compliance Support
- Less Flexibility
- More Limited Platform
- Open Architecture
- Business Flexibility

EQUITABLE ADVISORS

+ Open Architecture
+ Flexibility
+ Extensive Training
+ Support
+ Tools
+ Resources
+ Wealth-Building Opportunities

INDEPENDENT BROKER-DEALER

+ Open Architecture
+ Business Flexibility
+ Independent Operations
- Extensive Training
- Support
- Tools
- Resources
- Wealth Building
- Regulatory Compliance & Liability