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Services

 

Strategy Implementation for Individuals 

Life Insurance

  • Annual Renewable Term
  • Equity-Indexed Universal Life
  • Level Term
  • Whole Life
  • Universal Life
  • Variable Universal Life
  • Survivorship Variable Universal Life
  • Survivorship Universal Life

Fixed-Income Investments

  • Mutual Funds
  • Corporate, Municipal and Government Bonds
  • Money Markets
  • Certificates of Deposit

 

Equity Investments

  • Alternative Investments
  • Mutual Funds
  • Exchange-Traded Fund (ETFs)
  • Unit Investment Trusts (growth-oriented)
  • Publicly Traded Stocks

Individual Retirement/Education Planning

  • Traditional and Roth IRA
  • Coverdell Education Savings Account
  • 529 Plans

 

Investment Accounts (Traditional Brokerage) Investment Advisory Program

 

Annuities

  • Fixed (single flexible & immediate)
  • Variable Annuities (immediate & flexible payment)
  • Group Annuities (qualified retirement plans)
  • Equity-Indexed Annuities

 

Disability & Long-Term Care Insurance

  • Individual Disability Income
  • Individual Long-Term Care

Financial Planning*

  • Fee-Based Financial Planning
  • Equity Compensation (Stock Option) Analysis
  • Non-Fee Needs Analysis
  • Personal Financial Plans
  • Focused Needs Plans
  • Personal Financial Plans with Estate Planning

 

 

Strategy Implementation for Businesses

Clients can work toward financial independence with strategies designed for a broad range of needs and hundreds of product choices to implement these strategies.

Executive Benefits

  • Bonus Plans
  • Deferred Compensation Plans
  • Split-Dollar Plans

Business Continuation Programs

  • Key Person Coverage
  • Buy-Sell Agreements
  • Succession Planning
  • Business Overhead Expense
  • Disability Buyout
  • Employee Stock Ownership Plans (ESOP)

 

Retirement Plans

  • Simplified Employee Pension Plans
  • SIMPLE Plans
  • IRA
  • 457(b)
  • 401(1)
  • 401(k): Owner 401(k), Roth 401(k)
  • 403(b)(7)
  • 403(b)
  • Pension/Profit-Sharing
  • 412(e) Plan

Group Insurance

  • Health Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Life Insurance

 

Financial Planning*

  • Employee Financial Planning
  • Educational Seminars

Business Planning and Estate Planning Strategies

  • Buy-Sell Plans
  • Non-Qualified Retirement Plans
  • 401(k) Retirement Plans

 

Corporate-Owned Life Insurance

 

*Fee-based financial planning is offered by financial professionals who are investment advisor representatives of AXA Advisors, LLC.

Life insurance and annuities are issued by AXA Equitable Life Insurance Company (New York, NY) and by various unaffiliated companies.  Disability income insurance, long-term care insurance and health insurance are underwritten by unaffiliated carriers and offered through AXA Network, LLC, an insurance brokerage affiliate.​

7400 W. 110th Street, Suite 700
Overland Park, Kansas
66210 United States

  •  Tel: 913-696-2405
  •  Fax: 913-345-9604
  •  Info@Evolutionadvisors.org
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Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Evolution Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

PPG-140659 (Rev. 9/20) (Exp. 9/24)

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