There are continuing pressures on investment portfolios as advisors and their clients need to manage pressures they have not seen for 20 years: market volatility, inflation, rising interest rates and a potentially rising tax rate environment. Some of these pressures have not surfaced in 20 years. With fixed income not holding up as a low-risk part of the portfolio, right now is an opportune time to look at other strategies to protect client portfolios.

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Here is a link to the Equitable website

Here is the Equitable Annuities link

Here is a link to the previous Gaining Perspective episode featuring Scanlon

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The Case for Annuities in Today’s Market