equitable.com

1.1
1.1 Based on 20 reviews

...

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B Freeman
Don't use this company

If you like customer service agents from India with an attitude, this is the company for you. I cashed out an annuity and specifically asked for a direct transfer to my bank assount. This was an option on the form. When it didn't appear, I called and after talking to several rude people, I found out they simply mailed it standard letter form without telling me. Finally, after waiting days, it arrived. I really don't think thats how they should handle a large withdrawal. I have subsequently closed my accounts and now I can't even get my 1099 for 2025 emailed or sent. Same angry representatives when I call.

1
Date of experience: Mar 11, 2026

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