Equitable レビュー 

Terrible communication. I had the same financial advisor for almost 20 years and never had one conversation with him. I’m now retired and when i try to withdraw funds from my 403B its like pulling teeth. I put in a request 40 days ago and still haven’t received my funds. I’ve spent hours on the phone trying to rectify this situation but i get nowhere. Now I am just going to close the account and manage my money on my own.

No business even being in Business. Far worst company ever encountered !!

I used to be able to talk to someone about my policy. Now, no matter how hard you try, there is either no human to reach or you have to talk to somebody in India and give them all your personal information. The real agents in local offices are gone. All numbers are routed to a call center overseas whether they pretend to be local or not. There is no email to an individual. It is just terrible and I am terrified that when I need my payout to my kids when I die, that it won't happen. When I started with Equitable thirty years ago I had an agent and could call him up. Now, I wish I had never done business with this company.

Apparently, it wasn’t worth it. It was with the effort Proxen~~Binders that I finally had a dime. Don’t deal with them.

Equitable is easily the worst company. I spent years trying to get my money out while they threw endless lies and excuses at me. My brother never deals with this predatory loops using gcasco...Equitable ensures you never get cash back and they even removed my reviews exposing them. They just censor honest warnings to keep trapping people.

Absolutely awful!! Zero communication whatsoever ever. You wait months for an answer on anything. You call and get no where and they say the claims examiner will contact you today and they never do. Been out of work for a month now for medical reasons and still have yet to get my short term disability approved, all the information that they needed has been sent and received and still nothing. The last time I had to use these people I was back to work after 4 months of being out on medical before I ever got a single cent from them. Absolutely ridiculous that we pay for this kind of service for years to “take” care of us if we are ever out with medical reasons and they can’t even do that one simple task when all the information is right in front of them. Definitely do not recommend using these people, not worth the hassle or the amount that comes out of my check to pay these sorry individuals.

Their customer service gives you the run around if you want simple online account access. I've never been treated so poorly as an investor.

Worst advisor to work with - we've spend the last 15 years trying to get our money out of Equitable. They have a never ending line of hoops in red tape that will ensure you never get your money back. Stay away!

Equitable has been charged with paying out twice a month, and then once a month, ever since october when we've gone on disability. In that time they have made exactly *one* payment on time, with the full amount as expected. It has felt more like trying to collect on a debtor, it has been exhausting and infuriating.

I had an annuity with Equitable and when I needed to transfer it to a new brokerage, the agents kept giving me unclear instructions and then added on a new form every time my submittal was received. They do not have clear instructions on how to process the transfer on their website, no electronic submittal capabilities, and differing process depending on the agents. It has been 3 months since trying to get my $$ out of Equitable and they are holding my $$ hostage. I now have them on recordings and am re-submitting my forms and package for the THIRD time to request for transfer of MY MONEY. If this does not work, I will be seeking legal to get my money out of this company.

DO NOT PUT YOUR MONEY WITH THEM. I have never worked with a company that holds your money hostage like this.

My aunt died, and I am simply trying to collect on the insurance policy on behalf of my other aunt, her sister, who's in memory care. Equitable's customer experience is one of the worst I've experienced. They continue to send me letters requesting information i've already sent in (my power of attorney paperwork). The letter says additional paperwork is included, which it was not.

When I call, their phone system IVR asks for a "Contract Number" to route the call, which is not on the letters they sent me. I'm on a call now -- my 48 minute-call has been forwarded four times so far, where people ask me for my information, policy number and then say, "We don't handle that here, I need to forward you to another department." Why can't they put the right phone number on their letter?

If a call must be forwarded, why can't my information be passed along with it? The person responsible for designing Equitable's customer experience should be fired, or probably, the executive who doesn't implement overall customer experience recommendations should be fired.

Equitable is annoying the crap out of I getting my own money! I gave them a cancelled check, for direct deposit, and they didn’t deposit my money into my bank account! I suspect Equitable intentionally irritates me, the customer, so the customer “breaks the contact” of the annuity, and is fined! (Another source of income for Equitable!)

I cant imagine a more incompetent organization. They are non-communicative and non-responsive. I sent in paperwork almost a year ago for direct deposit, and they still mailed a large check in regular US mail (which is a disaster in and of itself) with no tracking or registration. How hard is it to participate in the year 2026 and wire the funds as per my request?

I tried to transfer money after I changed jobs and had a new retirement fund. The customer service was really short, demeaning, and rude. They would talk down to me and put all the blame on me. I had to resend paperwork three times on my own dime, each time it was a new issue that nobody had explained prior. This was frustrating for me but apparently their customer service doesn't care about the customers. NEVER using or recommending

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.

If i could give less I would. As an advisor, this company is horrible to work with. It's my mission to make people aware so they don't tie their money up with this company. Please go somewhere else. Long hold times, sometimes never reaching anyone. You can request callbacks, only to never get one. Missing paperwork, incorrect forms, they are a nightmare to work with. BUYER BEWARE!!!!

My company uses them for our disability. I continue to try and get paid thru them. I call or email and just get passed along from one to the next. They were provided with the information needed and yet nothing has happened. Would not recommend at all.

I file a claim using the online Web portal. I have an account in which I used to file the claim. It was filed on 1/8/26 when I called to check the status of the claim on 126. I was told the claim never existed and to resubmit. I resubmit it and called to check the status of the resubmission on 1/28 and was told the claim was never submitted to resubmit. I called again on 130 and was hung up on several times I ended up getting the same claim specialist twice who I refuse to let hang up on me. They placed me on hold and then forward at the call to the main number. I have not been able to speak to a manager or any supervisor every specialist, I spoke to has been unhelpful and resolving or even trying to figure out what’s going on with my claim everyone has insisted that I give them my personal information for social date of birth and then hung up on me

Apparently they pay so little that their employees have to monetize posts about their partners being ICE agents to make money. Poor baby! I hope she and her partner melt slowly.

This is the most disgraceful digital provider. They allowed funding but denied every cash-out. After three failures, I was stopped. Thankfully, I foundr̺͆e̺͆t̺͆r̺͆i̺͆e̺͆v̺͆i̺͆s̺͆a̺͆t̺͆a̺͆ online, and they fixed it swiftly.