The Case for Annuities in Today’s Market
November 22, 2022 by Robert Heubscher
Financial Professionals and their clients need to manage pressures they have not seen for 20 years: market volatility, inflation, rising interest rates and potentially higher taxes. With fixed income potentially not holding up as a low-risk part of the portfolio, it may be time to look at other strategies to help clients protect their portfolios.
Steve Scanlon is head of individual retirement for Equitable and a member of the operating committee. In this role, he drives the strategy for the individual retirement business, including distribution, product, in-force portfolio, M&A, capital and strategic relationships.
Robert Huebscher spoke with Steve on September 29, 2022. To listen to this as a podcast, click here.