DUAL STEP UP
Filed: August 25, 2022
Financial planning and investment advisory services in relation to variable annuities
Owned by: Equitable Holdings, Inc.
Serial Number: 97564021
EQUITABLE FIXED ACCOUNT
Filed: February 9, 2023
Financial services, namely, providing an investment option available for annuity products
Owned by: Equitable Holdings, Inc.
Serial Number: 97787822
COIL INSTITUTIONAL SERIES
Filed: March 14, 2023
Insurance services, namely, issuance, administration, underwriting, and brokerage of life insurance; financial planning…
Owned by: Equitable Holdings, Inc.
Serial Number: 97837645
ACCUMULATION CONTINUUM
Filed: March 14, 2023
Platform as a service (PAAS) featuring computer software platforms for use in financial planning
Owned by: Equitable Holdings, Inc.
Serial Number: 97837648
GUARANTEED GROWTH STRATEGIES
Filed: March 16, 2023
Underwriting, issuance and administration of annuities
Owned by: Equitable Holdings, Inc.
Serial Number: 97842220
STRUCTURED OVERLAY STRATEGIES
Filed: May 2, 2023
Underwriting, issuance and administration of annuities
Owned by: Equitable Holdings, Inc.
Serial Number: 97917348
VUL LEGACY PROTECT
Filed: May 11, 2023
Insurance services, namely, underwriting, issuing and administration of life insurance
Owned by: Equitable Holdings, Inc.
Serial Number: 97932143
EQUITABLE LIFE WITH INSIGHT
Filed: June 7, 2023
Downloadable podcasts in the fields of finance and insurance
Owned by: Equitable Holdings, Inc.
Serial Number: 98031084
EQUITABLE ADVISORS MARKETING SUITE
Filed: July 18, 2023
Platform as a service (PAAS) featuring a computer software platform for use in marketing and the planning and execution…
Owned by: Equitable Holdings, Inc.
Serial Number: 98090323
VUL INCENTIVE LIFE PROTECT
Filed: August 7, 2023
Insurance services, namely, underwriting, issuing and administration of life insurance; investment management in the field…
Owned by: Equitable Holdings, Inc.
Serial Number: 98119536
CREDENTIALED HOLISTIC FINANCIAL COACH
Filed: November 15, 2023
Electronic publications, namely, newsletters, non-fiction books and study guides, all in the fields of investment advisory…
Owned by: Equitable Holdings, Inc.
Serial Number: 98271944
LIFE INCOME PLAN
Filed: December 4, 2023
Financial planning, namely, to help high-income individuals enhance their retirement funds.
Owned by: Equitable Holdings, Inc.
Serial Number: 98297067
LET'S PLAN HOW
Filed: March 8, 2024
Financial planning services, retirement financial planning services, and providing information and advice in the fields…
Owned by: Equitable Holdings, Inc.
Serial Number: 98440563
EQUITABLE ADVISORS
Filed: June 17, 2024
Platform as a service (PAAS) featuring a computer software platform for use in marketing and the planning and execution…
Owned by: Equitable Holdings, Inc.
Serial Number: 98604771
HOLISTIC FINANCIAL COACH PROGRAM
Filed: September 16, 2024
Electronic downloadable publications, namely, newsletters, non-fiction books and study guides, all in the fields of investment…
Owned by: Equitable Holdings, Inc.
Serial Number: 98752495
EQUITABLE RETIREMENT ACCESS
Filed: November 18, 2024
Financial administration and management of retirement plans
Owned by: Equitable Holdings, Inc.
Serial Number: 98858428
STRUCTURED OVERLAY STRATEGIES
Filed: December 11, 2024
Underwriting, issuance and administration of annuities
Owned by: Equitable Holdings, Inc.
Serial Number: 98897033
