Guiding clients through times of uncertainty
During times of market volatility, clients have a harder time facing their future with confidence. After all, periods of uncertainty in the world and in the markets can be unsettling, even for seasoned investors. Equitable is here to help.
The resources you need, when you need them
We can assist you in helping your clients navigate through the volatility so they can make smart choices for their life’s most important decisions.
Below, you’ll find resources you can use to understand what’s happening in the market and talk to your clients about the options they have.
Sometimes, it just takes time
Share this flyer with your clients to help them understand why patience is sometimes the best investment strategy.
Get the experts' perspective
Investment firms weigh in on possible impacts of inflation, COVID and Environmental, Social and Governance (ESG) in 2022, and how to help ease some uncertainty through asset allocation.
Keep emotions out of the equation
Use this flyer to help clients focus on the long term and realize that market fluctuations will happen from time-to-time.
Client materials
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Documents to view or email to clients
- Addressing market volatility concerns flyer
- ALI and Equitable cobranded article on 5 questions clients should ask about market volatility
- Downturns and recoveries: A Morningstar report
- EIM’s Quick Take: Markets may not be rattled for long (historical trends point to short-lived volatility around geopolitical events)
- EIM’s Quick Take: How could markets react? (potential implications on Russia’s invasion of Ukraine on global markets)
- EIM’s Take 5: 2022 outlooks from our fund partners
- Emotional cycle of the market flyer
- Enduring strength
- Equitable Advantage Maxsm Market Stabilizer Option® client brochure
- Equitable strengths and stability
- Market Stabilizer Option® client brochure
- What can Time teach us about investing? brochure
- Worried about volatility? flyer
Please be advised this webpage is not intended as legal or tax advice. Accordingly, any tax information provided is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed, and clients should seek advice based on their particular circumstances from an independent tax advisor. Neither Equitable Financial, Equitable America or its affiliates provide legal or tax advice.
References to Equitable in this document represent both Equitable Financial Life Insurance Company and Equitable Financial Life Insurance Company of America, which are affiliated companies.
Life insurance products are issued by Equitable Life Insurance Company (NY, NY) or Equitable Financial Life Insurance Company of America (EFLOA), an Arizona stock corporation with its main administration office in Jersey City, NJ 07310 and are co-distributed by affiliates Equitable Network, LLC (Equitable Network Insurance Agency of California in CA; Equitable Network Insurance Agency of Utah in UT; Equitable Network of Puerto Rico, Inc. in PR), and Equitable Distributors, LLC. Variable products are co-distributed by Equitable Advisors, LLC (Member FINRA, SIPC) (Equitable Financial Advisors in MI and TN) and Equitable Distributors, LLC. When sold by New York based (i.e. domiciled) Equitable Advisors financial professionals life insurance is issued by Equitable Financial Life Insurance Company (NY, NY).
