A plan is just a plan until you take the first step. We can help you take action with a wide variety of financial products designed to move you toward your goals - whether you're looking for ways to save and invest, prepare for retirement, protect your family or business, or offer a competitive retirement savings plan for employees of your organization.
Life insurance is designed primarily to protect your family's financial security after you die. But some types of life insurance can also help you build assets to meet needs during your lifetime. So it can be a smart addition to your financial plan - because it can serve different functions within your overall investment strategy.
Retirement may be the most significant saving and investing goal of our lives. So it is a good thing there are financial products that let you start to save early. Products such as annuities, IRAs and your employer's savings plans can let you save for retirement on a tax deferred basis.
Convenient access to a broad menu of competitive investment products can be critical to the successful implementation of your strategy and working toward your long-term goals. AXA Advisors, LLC offers a robust menu of products from which to choose.
Your employees are critical for your organization's success. A competitive benefits package can be an effective way to attract talent and keep them happy and productive. By offering ways for them to save for retirement, you're playing a critical role in their future success that can benefit your business today.
This information is provided for informational purposes only, and we make no representation as to its completeness. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Please be advised that this document is not intended as legal or tax advice. Accordingly, any tax information provided in this document is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed and you should seek advice based on your particular circumstances from an independent tax advisor.
Investments are subject to market risk, will fluctuate and may lose value.
Withdrawals from retirement products are subject to ordinary income tax treatment and if taken prior to age 59 1/2 may be subject to an additional 10% federal income tax penalty.
AXA Equitable Life Insurance Company (New York, NY) issues life insurance and annuity products. Securities offered through AXA Advisors, LLC, member FINRA, SIPC. AXA Equitable and AXA Advisors are affiliated and do not provide tax or legal advice.
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