About This Episode

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. Now may be an opportune time to look at other strategies to help clients protect their portfolios.

About Our Guest

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, inforce portfolio, M&A, capital and strategic relationships.

Show Notes

• Here is a link to the Equitable website
• Here is a link to our retirement guide
• Here is a link to the previous Gaining Perspective episode featuring Scanlon

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