Firms that use subadvisory services have distinct needs and our 40+ years of experience in partnering with these businesses has taught us a thing or two about how to best serve them—whether through traditional investment services, tailored solutions or a combination of the two. 

 

Supporting Your Business

AllianceBernstein is committed to putting our dedicated team of professionals to work for you. Our team of insurance experts partner with you by providing investment research, portfolio innovation, and value add support. 

 

Working with You to Help your Clients Grow

Our insurance team combines the depth of their knowledge and experience with the global reach of AllianceBernstein to develop a diverse range of traditional investment strategies and specialized services, including insurance-sensitive solutions and portfolio overlays.

Our custom indices offer investors greater diversification and a more personalized experience. Ask your Regional Specialist for more information on AB custom indexes.

We also provide dedicated marketing and distribution support resources to insurers. It’s our goal to develop a strong partnership with you as we work together to deliver better outcomes for your clients.

 
Select
  • Practice Management
  • Investment Solutions
  • Capital Markets Outlook
  • Investment Insights
  • Research
 

Advisor and Broker Resources

AB offers a suite of programs through our AB Advisor Institute that deliver practical insights from the behavioral sciences to advisors to improve their commercial success. Current programs are listed below and in our Sub-Advise Curriculum Guide. Reach out to your local AB representative to schedule one of our programs.

Growing Your Business

 

PDF

Standard of Care: Why Build One?

 
 

PDF

How to Explain What a Holistic Wealth Advisor Does

 
 

PDF

The Professional Referral Method: Becoming the Trusted Advisor

 

Managing Client Relationships

 

PDF

How to Get Clients to Take Action Now

 
 

PDF

The Effective Client Review

 
 

Investment Solutions

Expertise on investment strategies and services helps financial advisors provide better outcomes for their clients 

 
 

Capital Markets Outlook

AB delivers thoughtful perspectives on evolving capital markets events, patterns and trends that are shaping risks or opportunities. 

 
 

Investment Insights

Timely content connects market intelligence and perspectives to actionable investment strategies. 

 
Market Insights

Designing Efficient Income…for Life

With less-than-inspiring prospects for market returns, investors face a stiff challenge in generating efficient income while still bestowing a legacy at the end of retirement. Reaching beyond traditional market building blocks to embrace the income-generating power of annuities could go a long way toward tackling the income challenge.

 
Market Insights

The Fixed Index Annuity

With a challenging market expected ahead, the classic 60/40 stock/bond strategy will likely struggle to build wealth and fund retirement spending for investors. Allocating some traditional core bond exposure to a fixed index annuity could change the game. 

 

Research

AB’s unique combination of expertise, insights and global reach allows us to anticipate and advance the interests of your clients around the world

 
 
Meet the Team
 

Partnering with You

Our insurance-industry experts can deliver a wide range of investment solutions and resources designed for your needs, working with you to help your clients. 

 
 

More About AllianceBernstein

We work every day to earn our clients’ trust, whether they’re individual investors or the world’s biggest institutions. By tapping a global network of diverse perspectives, we design innovative solutions tailored to meet investors’ unique needs and seeking to deliver the performance they expect.