Jason Bennett, Equitable Advisors Financial Professional

Jason Bennett, Equitable Advisors Financial Professional CA Insurance License # 0M21600 They are not intended, and should not be relied upon, as insurance, investment or financial advice.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or

solicitation of any kind. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title
Important Information & Disclosures: http://bit.ly/2f98X9d
CA Insurance 0M21600

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn mo...
09/04/2026

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

An ILIT could play a role in your estate strategy.
09/02/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7....
09/01/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7.pdf

Check out LPL Financial Research's Weekly Commentary on the market: "The Cash Flow Case for Value". https://static.fmgs...
09/01/2026

Check out LPL Financial Research's Weekly Commentary on the market: "The Cash Flow Case for Value". https://static.fmgsuite.com/media/documents/9546ba0f-a55e-4612-ab15-fde0117a63dc.pdf

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
08/31/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through t...
08/28/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
08/26/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Check out LPL Financial Research's Weekly Commentary on the market: "Stock Market Tug of War: Earnings vs. Rates". https...
08/24/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Stock Market Tug of War: Earnings vs. Rates".https://static.fmgsuite.com/media/documents/a0060be1-be17-40a1-9322-c5c9a4871952.pdf

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
08/24/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
08/21/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Address

5061 N. Abbe Road/Suite 2
Sheffield, OH
44035

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12163167218

Website

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