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Strategies for Individuals

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

Products & Services*

Pie Chart

* Fee-based financial planning is offered by financial professionals who are Investment Advisory Representatives of AXA Advisors, LLC, a Registered Investment Advisor.

Strategy Implementation

Fixed-Income Investments

  • Mutual Funds (income-oriented)
  • Unit Investment Trusts (income-oriented)
  • Municipal and Government Bonds
  • Money Markets
  • Certificates of Deposit

Equity Investments

  • Mutual Funds (growth-oriented)
    • Large Cap Growth/Value Funds
    • Small/Mid Cap Growth/Value Funds
    • International Equity Funds
    • Asset Allocation Funds
    • Sector Funds
  • Unit Investment Trusts (growth-oriented)
  • Publicly Traded Stocks

Individual Retirement/Education Planning

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

Investment Accounts and Advisory Programs

  • Available through AXA Advisors, LLC's partnership with LPL Financial, clients have access to a broad array of brokerage and advisory accounts, such as the Strategic Asset Management (SAM) program, Manager Select, Personal Wealth Portfolios and Optimum Market Portfolios.

Life Insurance

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

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 Planning1

  • Non-Fee Needs Analysis
  • Personal Financial Plans
  • Focused Needs Plans
  • Personal Financial Plans with Estate Planning

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

1 Fee-based financial planning is offered by financial professionals who are Investment Advisory Representatives of AXA Advisors, LLC, a Registered Investment Advisor.

GE-52157 (10/09)