Retirement Consultation

Look into your future with a complimentary retirement consultation. Always Planning.

Always Striving

There’s never a wrong time to plan for your retirement. Whether you’re near retirement, have a few years behind you, or are just starting out, right now is the perfect time. That’s why AOA would like to offer you a complimentary retirement planning consultation with AOAExcel®’s endorsed retirement savings plan provider, Equitable Financial. 

Day-in, day-out, you work hard as a doctor of optometry, so you want to be sure your financial future is secure. That’s why Equitable Financial Life Insurance Company (Equitable Financial) offers a variety of retirement savings plans to help best suit your needs. If you have employees, Equitable Financial can help your employees manage their retirement plans, as well.

 Plan for your retirement today with your complimentary retirement planning consultation by Equitable Financial.

Equitable logo

The Members Retirement Program is funded by a group variable annuity contract issued and distributed by Equitable Financial Life Insurance Company (Equitable Financial) NY, NY. Annuities have limitations and restrictions. For costs and complete details contact a Retirement Program Specialist. Equitable Financial and its affiliates do not provide tax or legal advice. You should consult with your attorney and/or tax advisor before purchasing a contract. 

Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., 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, and Equitable Distributors, LLC.  Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN). 

GE- 3333864 (11/20) (Exp. 11/22)

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