AXA Advisors Products & Services At-A-Glance

Company Focus

AXA Advisors is a client-focused financial services leader providing wealth protection strategies, asset management, and financial and estate planning to individuals and businesses through a strong family of brands.

Guiding Principles and Strengths

  • Customized strategies based on a client’s needs and goals
  • Professional advice
  • A team-based approach with support available from networks of specialists
  • Implementation flexibility and breadth of product and service choices
  • Backing of a global company

Support Resources

  • Financial professionals have access to local, regional and national support resources to help provide high-quality service to clients.
  • Headquarters in New York, NY
  • AXA Planning Center in Atlanta, GA
  • Local and regional specialists in numerous financial services fields
  • Operations Center in Charlotte, NC

Company Presence

  • AXA Advisors is a subsidiary of AXA Financial, Inc., the U.S. operations for AXA Group
  • Local offices throughout the nation
  • Over 6,000 financial professionals
  • AXA Financial’s family of brands also includes AXA Equitable, MONY Life Insurance Company, AllianceBernstein, and AXA Network

Parent Company – AXA Group

  • A worldwide financial services leader
  • $1.85 trillion in assets under management, as of 6/30/07
  • Operations in over 50 countries

Product Options

Partial List of Companies

Through AXA Advisors and affiliates, you have access to investment management services, mutual funds, and financial products from an abundant list of investment and insurance companies.

Investment Companies*

  • AIM
  • Alliance Bernstein
  • American Funds
  • Calvert
  • Columbia
  • Credit Suisse
  • Eaton Vance
  • Fidelity Advisor
  • Franklin Templeton

Insurance Companies*

  • AIG/American General
  • AXA Equitable Life Insurance Company
  • Genworth Life Insurance Company
  • ING USA
  • John Hancock USA
  • Lincoln Life
  • Metropolitan Life/MetLife Investors
  • Pacific Life Insurance Company
  • Prudential Life Insurance Company
  • Sun Life Assurance Company of Canada
  • US Financial Life Insurance Company
  • West Coast Life

*These fund family and insurance carrier listings are subject to change.

Investment

Fixed Income Investments

Equity Investments

Retirement/Education Planning

Investment Accounts (Traditional Brokerage)

Managed Accounts (Fee-Based)

Fee-Based Brokerage Account

Risk Management

Life Insurance

  • Annual Renewable Term
  • Level Term & - 5, 10, 15, 20 and 30 Year
  • Whole Life
  • Universal Life
  • Variable Universal Life
  • Survivorship Variable Universal Life
  • Survivorship Universal Life

Annuities

Disability & Long-Term Care Planning

  • Individual Disability Income
  • Group Long-Term & Short-Term Disability
  • Business Overhead Expense
  • Disability Buyout Protection
  • Individual & Group Long-Term Care

Health Insurance

  • PPO
  • Indemnity Plans
  • Individual & Group Medical Plans
  • HSA
  • Medigap

Business Planning

Financial Planning

AXA Advisors strives to provide the highest level of planning services available by helping you identify and prioritize your goals, offering strategic advice specific to your needs, and implementing the strategies that work best for you.

Planning Process

  • Discovery of Your Situation
  • Profile of Your Priorities
  • Strategy Creation

Implementation Process

  • Implementation of Your Strategy
  • Review of the Plan

You can receive planning strategies for:

  • Asset Allocation
  • Retirement Planning
  • Education Funding
  • Survivorship Planning
  • Disability Income Analysis
  • Estate Planning
  • Retirement Distribution Planning
  • Business Planning


Variable life insurance, variable annuities and mutual funds are offered by prospectus through AXA Advisors, LLC (member FINRA, SIPC), New York, NY 10104, a broker-dealer and investment advisor. The prospectus contains complete product details, including investment objectives, fees, expenses, sales charges and risks. Please read the prospectus and consider investment objectives, risks and charges carefully prior to investing. Please call 212-314-4600 for a prospectus. Product purchases are subject to additional fees and commissions.

Life insurance and annuities are issued by AXA Equitable Life Insurance Company (New York, NY) and by various unaffiliated carriers through AXA Network, LLC and its subsidiaries. Disability insurance, long-term care insurance, and health insurance are underwritten by unaffiliated carriers and are offered through AXA Network and its subsidiaries. AXA Network, AXA Advisors and AXA Equitable are affiliated companies and do not provide tax or legal advice.

© 2007 AXA Advisors, LLC. All rights reserved.

1290 Avenue of the Americas, New York, NY 10104, (212) 314-4600

GE-37560 (Rev. 04/07)