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 Programs
- Fee-based financial planning is offered by financial professionals who are investment advisor representatives.
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.
