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Business Owner Resources

As a business owner, you need to be more proactive when it comes to planning your financial future. From a personal and entrepreneurial perspective, you want your business to do more than survive - you want it to thrive. To help retain your valued employees, you need to provide sound, tax-advantaged retirement savings plans, as well as competitive compensation and bonus programs. In the end, you want to be sure that your business continues successfully beyond your tenure. For this, you'll need a comprehensive business continuation plan to help ensure a smooth and successful transition.

We can help you formulate strategies to strengthen your business today and help it grow and prosper well into the future. Our Business Resources provide an overview of key programs and practices that can help you achieve your goals.

California Insurance License #: 0B82651

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.

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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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