Help your clients manage market volatility
We’re here to help you prepare your clients for any return environment.
Build confidence during market volatility with our tools and resources
Nearly half (46%) of investors say market volatility makes their lives stressful.1 With our tools, resources and insights, you can help clients feel confident about their investment portfolio and maintain a long-term perspective.
Patience is a great investment strategy
Help clients understand how time in the market, not timing the market, is an important part of their investment strategy.
Ease your clients concerns about market volatility
Market volatility may tempt clients to change their target allocations and, in some cases, may provide new investment opportunities.
Five questions clients ask during volatile times
In times of market volatility, your clients may reach out for reassurance. Explore five key questions your clients could be asking about their retirement plan strategy.
Five questions your clients may ask during market volatility
Understand the emotional cycles of the market
Help your clients maintain a long-term perspective and manage their emotions during turbulent times.
Take 5 Views latest viewpoints
Get timely market commentary from Equitable Investment Management (EIM).
The ups and downs of income planning
Market volatility has become our new normal and 2024 is no exception. Here are five ways to educate clients on portfolio protection.
At Equitable, we manage market volatility with strength and innovation
With more than 160 years of experience, we have an extensive understanding of up, down and flat markets. During uncertain times, our enduring strength helps your clients face the future with courage and wisdom.
Equitable Enduring Strength brochure
Equitable Financial maintains consistently high ratings from A.M. Best, Moody’s and Standard & Poor’s.2
Steve Scanlon's latest annuity insights
Steve Scanlon, head of Individual Retirement at Equitable, explains why financial professionals should consider annuities in their pursuit to build resilient client portfolios.
Fresh perspective: In today’s market backdrop, protection products deserve a closer look
Annuities
Industry-leading investment strategies and retirement plan insights to help your clients weather market volatility.
Retirement Cornerstone® provides an innovative way to protect and grow retirement income
The sequence of investment returns can be one of volatility’s biggest threats in a down market. Our Retirement Cornerstone® variable annuity offers clients a level of protection against market volatility and more ways to grow retirement income, including interest-based increases, market-based increases and by withdrawing less than their maximum annual amounts so the remainder can continue to compound.
Teach your clients about guaranteed retirement income
Equitable has consistently ranked in multiple categories for 100 Best Annuities in 2023.
Barron's 100 Best Annuities for 2023Life insurance
A smart way to manage market volatility: our Market Stabilizer Option® II (MSO II)
Our innovative MSO II Indexed Options provide your clients with more flexibility, choice and equity upside potential in up, down and flat markets. The Market Stabilizer Option® II is available with all our individual variable universal life insurance products.
Workplace retirement plans
An employer-sponsored retirement plan is an important benefit offered by most of your business clients. However, that’s just the first step.
Plan participants still need a way to effectively manage market volatility as they save during their working years. Semester Strategies®, available through EQUI-VEST® group variable annuity, offers model portfolios that help diversify retirement assets while offering partial downside protection when markets decline.
We’re here to support you
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Workplace Retirement Sales Desk
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Option 1 - 401(k) | Option 3 - 403(b) | Option 6 - 457(b)
1 Wells Fargo/Gallup Investor and Retirement Optimism Index Survey, December 2016.
2 Source: https://equitable.com/about-us/financial-strength-ratings
Past market behavior and investment performance does not guarantee similar or comparable future outcomes or performance. Investing involves risk, including loss of principal.
Annuities are long-term financial products designed for retirement purposes. Variable investment options within variable annuities are subject to fluctuation in value and market risk, including the possibility of loss of principal. In addition, annuity policies have limitations and a charge for withdrawals in the policy’s early years. For costs and complete details, contact the Equitable Individual Retirement or the Group Retirement Sales Desks.
Life Insurance and annuities are issued by Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY) and Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company. All group insurance products, excluding those issued by a third-party contracted vendor, are issued by either Equitable Financial or Equitable America, which have sole responsibility for their insurance and claims-paying obligations. Some products are not available in all states. The obligations of Equitable America and Equitable Financial are backed solely by their own claims-paying abilities.
References to Equitable represent both Equitable Financial Life Insurance Company and Equitable Financial Life Insurance Company of America, which are affiliated companies. Overall, Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY); Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company, and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). The obligations of Equitable Financial Life Insurance Company and Equitable Financial Life Insurance Company of America are backed solely by their own claims-paying abilities.
This website does not offer or constitute investment advice and makes no direct or indirect recommendation regarding the appropriateness of any particular product or investment related option.
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