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For Customers, Financial Professionals and Employees

New to AXA? Need to register?

For Employer Plan Administrators

Retirement Gateway, Retirement Strategies or Momentum
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EQUI-PATH 403(b) Mutual Fund

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Employee Benefits


Third party financial professionals

For Life Insurance Only call (800) 924-6669

Business Strategies

Log in to AXA

For Customers, Financial Professionals and Employees

New to AXA? Need to register?

For Employer Plan Administrators

Retirement Gateway, Retirement Strategies or Momentum
- View demo

EQUI-PATH 403(b) Mutual Fund

The AXA Advisors process

Step 1: Identify your goals

Many people ask “what should I be doing with my money?”  Your AXA Advisors financial professional will say “that all depends on what you want your money to do for you.” After all knowing what your goals are, is the first step toward achieving them.

You may have a variety of short-, mid- and long-term goals, big and small, such as:

  • Raising children
  • Buying a home
  • Continuing education
  • Changing careers
  • Caring for loved ones
  • Planning for retirement
  • Purchasing a car
  • Preparing for the unexpected
  • Ensuring financial security

Recommendations from your financial professional

Based on what your financial professional has learned about you and your family, he or she can help you identify objectives that you may not have considered.

Before moving on to the next step, you’ll work with your AXA Advisors financial professional to prioritize these objectives.