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All Client Profile sections and items require accurate and full completion unless otherwise noted. Leaving any part blank will delay processing. The completion of Client Profiles must precede and be submitted with all applications proprietary deferred and immediate variable annuities and fixed annuities as well as non-proprietary deferred and immediate variable annuities, fixed annuities, equity indexed products, variable life and group annuity / 401k products offered through Equitable Network. Client Profiles are recommended but not required for compliance with the firm's Fact Finder policy for proprietary variable life and brokerage products. If you have any questions, consult local branch management.

If at a later date the customer's profile significantly changes, the FP should update the Client Profile and appropriate records and review investment allocations and strategies with the client.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Beacon Wealth Partners, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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