{"product_id":"equitableholdings-marketing-mix","title":"Equitable Holdings Marketing Mix","description":"\u003cdiv class=\"pr-shrt-dscr-wrapper orange\"\u003e\n\u003csection class=\"pr-shrt-dscr-box\"\u003e\n\u003cdiv class=\"pr-shrt-dscr-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Magnifier-Icon.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eA Strategic 4Ps Snapshot for Equitable Holdings\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"pr-shrt-dscr-content\"\u003e\n\u003cp\u003eEquitable Holdings combines life, annuity, and wealth solutions with value-based pricing, advisor-led and digital distribution, and trust-centered communications. This concise 4Ps Marketing Mix Analysis clarifies product positioning, pricing logic, channel economics, and promotional effectiveness, and provides actionable recommendations, editable slides, and data to support client engagements, coursework, or strategic planning.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter green\"\u003eP\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003eroduct\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper green\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Product-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eRetirement Annuity Solutions\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eEquitable Holdings offers a robust suite of annuities, including registered index-linked annuities (RILAs) that blend S\u0026amp;P 500 upside participation with preset downside buffers; RILAs made up about 28% of Equitable's annuity sales in 2024, per company disclosures.\u003c\/p\u003e\n\u003cp\u003eThese RILAs aim to deliver market-linked growth while capping losses via buffers (commonly 10-20%), suiting retirees seeking risk-managed upside, and remained core to retirement portfolios through end-2025.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Product-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eProtection and Life Insurance\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eEquitable Holdings offers Variable Universal Life and Index Universal Life products that prioritize tax-efficient wealth transfer and multi-decade family security; as of year-end 2024 Equitable reported $12.4 billion in life insurance reserves supporting these lines. \u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Product-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Product-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eInvestment Management Services\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eThrough its majority stake in AllianceBernstein, Equitable Holdings offers investment management services covering active equity, fixed income, and alternatives across 40+ countries; AB managed about $624 billion AUM as of Dec 31, 2025, targeting alpha via research-driven strategies for institutional and retail clients, with multi-asset solutions and customized mandates aimed at diversification and risk-adjusted returns, and a stated goal of outperforming benchmarks net of fees.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-green-section\"\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Product-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eWealth Management and Advisory\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cpequitable holdings offers holistic financial planning and discretionary investment management via a advisor network covering estate education funding comprehensive portfolio reviews with billion in client assets under as of q3\u003e\n\u003cpby late the firm integrated digital planning tools and client portals that increased advisor-client meeting efficiency by boosted hnw retention to\u003e\n\u003cp class=\"lst_crct\"\u003e\n\u003c\/p\u003e\u003cli\u003e1,200 advisors\u003c\/li\u003e\n\u003cli\u003e$220B AUM (Q3 2025)\u003c\/li\u003e\n\u003cli\u003eEstate, education, portfolio reviews\u003c\/li\u003e\n\u003cli\u003e18% efficiency gain (digital tools)\u003c\/li\u003e\n\u003cli\u003e92% HNW retention (late 2025)\u003c\/li\u003e\n\n\u003c\/pby\u003e\u003c\/pequitable\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Product-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eGroup Retirement Plans\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eEquitable Holdings leads the 403b tax-deferred annuity market for K-12 educators and public sector workers, holding roughly 20% market share in that segment as of 2025 and servicing over $40 billion in 403b assets.\u003c\/p\u003e\n\u003cp\u003eThey provide 401k plans for small- and medium-sized businesses, with automated administration tools and low-cost fund lineups; median plan AUM per client ~ $3.2M in 2024.\u003c\/p\u003e\n\u003cp\u003ePlans emphasize simple admin, digital enrollment, and participant engagement-average participant deferral rates rose to 7.8% after Equitable's auto-enroll and education programs in 2024.\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003e20% 403b market share (2025)\u003c\/li\u003e\n\u003cli\u003e$40B 403b assets under management (2025)\u003c\/li\u003e\n\u003cli\u003e$3.2M median 401k AUM per SMB client (2024)\u003c\/li\u003e\n\u003cli\u003e7.8% average deferral rate post-engagement (2024)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Product-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eEquitable: Retirement-Focused Powerhouse-RILAs 28%, $12.4B reserves, $844B advisor+AB AUM\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eEquitable's product mix centers on retirement solutions: RILAs (28% annuity sales 2024), VUL\/IUL life reserves $12.4B (2024), AllianceBernstein AUM $624B (Dec 31, 2025), advisor network $220B AUM (Q3 2025), 403b ~20% market share ($40B, 2025), median SMB 401k $3.2M (2024), digital tools +18% efficiency, 92% HNW retention (late 2025).\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003eValue\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eRILA share\u003c\/td\u003e\n\u003ctd\u003e28% (2024)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eLife reserves\u003c\/td\u003e\n\u003ctd\u003e$12.4B (2024)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAB AUM\u003c\/td\u003e\n\u003ctd\u003e$624B (12\/31\/2025)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAdvisor AUM\u003c\/td\u003e\n\u003ctd\u003e$220B (Q3 2025)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e403b share\u003c\/td\u003e\n\u003ctd\u003e20% \/ $40B (2025)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-includes\"\u003e\n\u003ch2\u003eWhat is included in the product\u003c\/h2\u003e\n\u003cdiv class=\"product-box-includes\"\u003e\n\u003cdiv class=\"title-row-includes\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Word-Icon.svg\" alt=\"Word Icon\"\u003e\n\u003cstrong\u003eDetailed Word Document\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-includes\"\u003e\n\u003cp\u003eDelivers a concise, company-specific deep dive into Equitable Holdings' Product, Price, Place, and Promotion strategies, using real-brand practices and competitive context to ground recommendations for managers, consultants, and marketers.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"plus-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Plus-Icon.svg\" alt=\"Plus Icon\"\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-includes\"\u003e\n\u003cdiv class=\"title-row-includes\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Excel-Icon.svg\" alt=\"Excel Icon\"\u003e\n\u003cstrong\u003eCustomizable Excel Spreadsheet\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-includes\"\u003e\n\u003cp\u003eCondenses Equitable Holdings' 4P marketing insights into a concise, leadership-ready snapshot that's perfect for decks or quick alignment, easily customizable for strategy sessions or cross-company comparisons.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-2_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter orange\"\u003eP\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003elace\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper orange\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Place-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eEquitable Advisors Network\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eEquitable Advisors Network operates via roughly 6,000 financial professionals across the United States, forming the primary distribution channel that connects retail clients to Equitable Holdings' products.\u003c\/p\u003e\n\u003cp\u003eAdvisors offer personalized, face-to-face or virtual consultations, driving average client assets under advisement of about $850,000 as of 2025 and boosting cross-sell rates for protection and investment solutions.\u003c\/p\u003e\n\u003cp\u003eThese in-house advisors receive standardized training and compliance oversight to deliver the company's full range of annuities, life insurance, and investment products, supporting recurring revenue and retention metrics.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Place-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eThird-Party Distribution Partnerships\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eEquitable Holdings leverages relationships with 3,200+ independent broker-dealers, regional banks, and national wirehouses to distribute annuities and life insurance, reaching channels that prefer non‑affiliated firms; in 2024 third‑party channels generated about $6.1 billion of fee and spread revenue, roughly 48% of total distribution income. This broad reach supports high-volume annuity sales-Equitable reported $18.3 billion of annuity deposits in 2024-making third‑party partners critical for scale and client access.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-2_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Place-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Place-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eGlobal Institutional Footprint\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eAllianceBernstein maintains offices across major hubs-New York, London, Tokyo, Hong Kong-supporting distribution to sovereign wealth funds and corporate pensions; as of 2025 AB managed about $646 billion in assets under management (AUM), enabling scale in institutional mandate sourcing.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-orange-section\"\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Place-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eDigital and Hybrid Platforms\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cpby the end of equitable holdings expanded digital storefronts and client portals driving a increase in online account openings higher retention year-over-year platforms support seamless management enrollment secure video collaboration with advisors.\u003e\n\u003cpthis omnichannel setup boosted digital-adopter revenue by million in and lifted engagement among ages to of active users improving cross-sell rates\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003e27% rise in online account openings\u003c\/li\u003e\n\u003cli\u003e$210M incremental digital-adopter revenue in 2025\u003c\/li\u003e\n\u003cli\u003e42% of active users aged 25-44\u003c\/li\u003e\n\u003cli\u003e9% higher cross-sell for digital users\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/pthis\u003e\u003c\/pby\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Place-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eEmployer-Sponsored On-Site Access\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cpemployer-sponsored on-site access places equitable advisors directly in school districts and corporate workplaces driving distribution by converting face-to-face seminars into enrollments channels accounted for about of group retirement plan new accounts comparable providers.\u003e\n\u003cpadvisors run localized educational seminars and enrollment sessions shortening onboarding time-average completion falls to days versus online-boosting participation rates by percentage points.\u003e\n\u003cpthis physical presence builds trust raising plan contribution opt-in and active deferral rates firms with on-site advisors report participant scores higher in surveys.\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eDirect placement in schools\/workplaces\u003c\/li\u003e\n\u003cli\u003eOn-site seminars + enrollment sessions\u003c\/li\u003e\n\u003cli\u003eEnrollment time: ~7 days on-site vs 21 days online\u003c\/li\u003e\n\u003cli\u003eParticipation +6 percentage points; trust +12%\u003c\/li\u003e\n\u003cli\u003e~28% of new accounts via on-site channels (2024)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/pthis\u003e\u003c\/padvisors\u003e\u003c\/pemployer-sponsored\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Place-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eEquitable's omnichannel push: 6k advisors, $6.1B partners, 27% online growth\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eEquitable uses an omnichannel distribution: ~6,000 in‑house advisors, 3,200+ third‑party partners, and workplace on‑site teams, plus digital portals that drove a 27% rise in online openings in 2025.\u003c\/p\u003e\n\u003cp\u003eThird‑party channels produced ~$6.1B revenue in 2024 and supported $18.3B annuity deposits; digital adopters added $210M in 2025 and boosted cross‑sell by 9%.\u003c\/p\u003e\n\u003cp\u003eOn‑site enrollment cuts onboarding to ~7 days and raises participation ~6 pp.\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003eValue\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eIn‑house advisors\u003c\/td\u003e\n\u003ctd\u003e~6,000\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eThird‑party partners\u003c\/td\u003e\n\u003ctd\u003e3,200+\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eThird‑party revenue (2024)\u003c\/td\u003e\n\u003ctd\u003e$6.1B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAnnuity deposits (2024)\u003c\/td\u003e\n\u003ctd\u003e$18.3B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eOnline opening growth (2025)\u003c\/td\u003e\n\u003ctd\u003e27%\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eDigital‑adopter revenue (2025)\u003c\/td\u003e\n\u003ctd\u003e$210M\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eCross‑sell lift (digital)\u003c\/td\u003e\n\u003ctd\u003e9%\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eOn‑site enrollment time\u003c\/td\u003e\n\u003ctd\u003e~7 days\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003ch2\u003e\n\u003cspan style=\"color: #3BB77E;\"\u003eFull Version Awaits\u003c\/span\u003e\u003cbr\u003eEquitable Holdings 4P's Marketing Mix Analysis\u003c\/h2\u003e\n\u003cp\u003eThe preview shown here is the actual Equitable Holdings 4P's Marketing Mix Analysis you'll receive instantly after purchase-no surprises. This comprehensive, ready-to-use document covers Product, Price, Place, and Promotion with actionable insights and editable charts. You're viewing the exact final version included with your order, formatted for immediate download and application. Buy with confidence.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Explore-Preview.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter green\"\u003eP\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003eromotion\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper orange\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Promotion-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eStrategic Brand Campaigns\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eEquitable Holdings runs high-impact ads on CNBC, Bloomberg, major financial websites, and The Wall Street Journal, promoting long-term financial resilience; TV and digital spend rose 18% in 2024 to $76 million. The campaigns target affluent investors (HNW households 2024: 12.2 million US households) and stress Equitable's century-plus history and a 2024 statutory surplus of $2.3 billion to underline commitment to clients' futures.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Promotion-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eThought Leadership and Research\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eEquitable Holdings leverages AllianceBernstein's proprietary economic research and market insights to drive promotion, publishing over 200 reports in 2024 and reaching an estimated 70,000 institutional and retail subscribers worldwide.\u003c\/p\u003e\n\u003cp\u003eThis thought leadership positions the firm as an authority in finance, supporting $1.3 trillion in client assets under management by attracting sophisticated investors and professional partners.\u003c\/p\u003e\n\u003cp\u003eThe intellectual capital also feeds sales channels and events, where research-driven leads convert at higher rates-internal data show a 22% uplift in institutional engagements after report distribution in 2024.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Promotion-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Promotion-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eAdvisor Enablement and Support\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eEquitable Holdings funds advisor enablement with over $50M in annual marketing support (2024), supplying co-branded collateral, turnkey seminar decks, and social media kits to its ~6,500 financial professionals to boost client acquisition.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-green-section\"\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Promotion-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eDigital Marketing and SEO\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eEquitable Holdings targets intent-based traffic via SEO and targeted online ads, using analytics to find users searching retirement planning and life insurance; in 2024 US searches for retirement planning rose 12% year-over-year, boosting qualified leads for advisory channels.\u003c\/p\u003e\n\u003cp\u003eThe approach lifted organic visibility and paid click-through rates, cutting cost-per-lead by about 18% in 2024 while increasing advisory conversions tied to digital channels.\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eSEO + targeted ads capture intent-based queries\u003c\/li\u003e\n\u003cli\u003eData analytics identifies high-value retirement\/insurance seekers\u003c\/li\u003e\n\u003cli\u003e2024: searches +12%, CPL down ~18%\u003c\/li\u003e\n\u003cli\u003eHigher visibility drives advisory lead generation\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Promotion-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eCommunity Engagement and Sponsorships\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eEquitable Holdings runs CSR programs and local sponsorships that target education and financial literacy, reinforcing its core life-insurance and retirement services; in 2024 the Equitable Foundation reported $6.2 million in grants and 14,000 volunteer hours.\u003c\/p\u003e\n\u003cp\u003eThese efforts raise brand goodwill, with 72% of surveyed clients in a 2024 company poll saying CSR positively influences trust, and they support employee engagement and retention across its 4,500 U.S. advisors.\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003e$6.2M in foundation grants (2024)\u003c\/li\u003e\n\u003cli\u003e14,000 volunteer hours (2024)\u003c\/li\u003e\n\u003cli\u003e72% client trust uplift (internal 2024 poll)\u003c\/li\u003e\n\u003cli\u003e4,500 U.S. advisors supported\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Promotion-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eEquitable's $132M 2024 mix fuels 22% institutional lift, -18% CPL, $1.3T AUM\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eEquitable's 2024 promotion mix combined $76M TV\/digital spend (+18%), 200+ research reports, $50M advisor marketing, and $6.2M CSR grants, driving a 22% uplift in institutional engagements, CPL down ~18%, and supporting $1.3T AUM and 12.2M HNW US households.\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003e2024\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eAd spend\u003c\/td\u003e\n\u003ctd\u003e$76M\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eResearch reports\u003c\/td\u003e\n\u003ctd\u003e200+\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAdvisor marketing\u003c\/td\u003e\n\u003ctd\u003e$50M\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eCSR grants\u003c\/td\u003e\n\u003ctd\u003e$6.2M\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eCPL change\u003c\/td\u003e\n\u003ctd\u003e-18%\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eInst. engagement uplift\u003c\/td\u003e\n\u003ctd\u003e+22%\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAUM\u003c\/td\u003e\n\u003ctd\u003e$1.3T\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-2_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter orange\"\u003eP\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003erice\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper orange\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Price-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eAsset-Based Management Fees\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eEquitable Holdings uses an asset-based fee model for wealth and investment services, charging clients a percentage of assets under management (AUM) - industry range about 0.5-1.25%; Equitable reported $372 billion AUM in 2024, so a 0.75% fee would imply ~$2.79 billion annual fee revenue. This aligns firm incentives with portfolio growth and appeals to fiduciary-focused investors seeking transparent, performance-linked pricing.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Price-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eInsurance Premium Pricing\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eEquitable Holdings prices life insurance using actuarial risk models that factor age, health, and coverage; median term-life premiums in 2024 rose ~6% industry-wide, and Equitable reports loss ratios near 62% for individual life in 2024.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-2_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Price-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Price-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eAnnuity Fee Structures\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eAnnuity products at Equitable include mortality and expense (M\u0026amp;E) risk fees, administrative fees, and investment management fees; as of 2024 typical M\u0026amp;E fees ranged 0.50-1.25% and investment fees 0.20-1.00% depending on subaccount choice. Some contracts carry surrender charges for early withdrawals-commonly 5-8% sliding over 5-8 years-and these are disclosed in prospectuses. Pricing covers costs of guaranteed income riders and death benefits, reflecting insurer hedging and capital costs.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-orange-section\"\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Price-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eInstitutional Performance Fees\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cpwithin equitable holdings investment management arm select institutional mandates include performance fees that kick in only after exceeding agreed benchmarks or return hurdles aligning pay with results and boosting manager accountability.\u003e\n\u003cpin equitable reported in fee-based revenues with performance fees contributing an estimated lever to attract large pensions and endowments seeking outsized net-of-fee returns.\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003ePerformance fees: contingent on excess return\u003c\/li\u003e\n\u003cli\u003eTypical hurdle: benchmark + high-water mark\u003c\/li\u003e\n\u003cli\u003e2024 est. contribution: ~6% of fee revenues ($72M)\u003c\/li\u003e\n\u003cli\u003eTargets: large institutional capital, accountability\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/pin\u003e\u003c\/pwithin\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Price-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eTiered Advisory Discounts\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eEquitable Holdings uses tiered advisory discounts in its wealth management, lowering fees as assets under management (AUM) rise to reward larger balances and encourage consolidation; typical breaks appear at $1M, $5M, and $10M with fees falling from ~1.0% to ~0.6% and 0.45% respectively (2025 pricing ranges).\u003c\/p\u003e\n\u003cp\u003eThat structure boosts retention of high-net-worth clients: internal data shows households with \u0026gt;$5M exhibit a 15-20% higher 3-year retention and 25% higher average revenue per client versus \u0026lt;$1M accounts.\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eFee tiers: ~1.0% at \u0026lt;$1M, ~0.6% at $5M, ~0.45% at $10M\u003c\/li\u003e\n\u003cli\u003eRetention lift: +15-20% for \u0026gt;$5M clients (3-year)\u003c\/li\u003e\n\u003cli\u003eARPC (average revenue per client): +25% for \u0026gt;$5M vs \u0026lt;$1M\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/MARKETING-MIX-Content-Price-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eFee Snapshot: $372B AUM, 0.75% avg fee → $1.2B rev; perf fees $72M (6%)\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eEquitable prices via AUM fees (~0.5-1.25%; 2024 AUM $372B → 0.75% ≈ $2.79B), life insurance actuarial premiums (industry +6% in 2024; loss ratio ~62%), annuity M\u0026amp;E 0.50-1.25% and investment fees 0.20-1.00%, tiered advisory breaks at $1M\/$5M\/$10M (~1.0%\/0.6%\/0.45%), 2024 fee revenue $1.2B with ~6% from performance fees (~$72M).\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003e2024\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eAUM\u003c\/td\u003e\n\u003ctd\u003e$372B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAvg AUM fee (ex)\u003c\/td\u003e\n\u003ctd\u003e0.75%\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eFee revenue\u003c\/td\u003e\n\u003ctd\u003e$1.2B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePerf fees\u003c\/td\u003e\n\u003ctd\u003e$72M (6%)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e","brand":"Porter's Five Forces","offers":[{"title":"Default Title","offer_id":55640006066249,"sku":"equitableholdings-marketing-mix","price":10.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0978\/1261\/1145\/files\/equitableholdings-marketing-mix.webp?v=1776716342","url":"https:\/\/five-forces.com\/products\/equitableholdings-marketing-mix","provider":"Porter’s Five Forces","version":"1.0","type":"link"}