New! Performance and perspective participating fund report

Performance and perspective is a powerful new resource at your fingertips! It supports client conversations about Equitable’s participating fund. It’s designed to give you a transparent view of 2025 participating fund performance to help you explain long term value simply, and position Equimax^® participating whole life as a long term solution, not just a product. 

View the Performance and perspective report:
          

Reasons to use Performance and perspective
•  It helps you explain with clear visuals how the participating fund is managed, not just how it performed.
•  It strengthens your conversations and builds client confidence by showing the participating fund asset mix, historical performance and long term approach all in one place.

Why this matters to clients
•  They get transparency into where the participating fund assets are invested.
•  They can see how participating solutions are managed over time, not year to year.
•  They gain confidence in long term planning decisions, supported by facts.

Questions? Contact your wholesaler for more information.