What is Investment Edge

Investment Edge in action

 

Investment edge defers currrent taxes & provides tax-efficient distributions.

Investment Edge combines a robust line up of investment opportunities with tax-deferred growth potential and tax-efficient distribution.

This unique offering lets you address your client’s specific investment objectives with a comprehensive selection of 120+ investment options, including “Packaged Portfolios”, in a cost-efficient and tax-advantaged product.

Benefits For Your Clients

Investment Edge can help your clients potentially grow their wealth with diversification, tax-deferred growth potential and tax-efficient distributions. 

Benefits For You

Investment Edge can streamline portfolio management so you have more time to spend with your clients and focus on building your practice.

 

FAQs

  • Test Drive Portfolio Builder

    Use Portfolio Builder to build a sample Investment Edge portfolio and share a report with your client.

    Build a Portfolio

  • Get Started Selling Investment Edge

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About Investment Edge
The Investment Edge variable annuity contract is a long-term financial product that is used for retirement purposes. There are fees and charges associated with a variable annuity contract, which include, but are not limited to, operations charges, sales and withdrawal charges and administrative fees. Investment Edge is issued by AXA Equitable Life Insurance Company (NY, NY) and is co-distributed by affiliates AXA Advisors, LLC and AXA Distributors, LLC.

Qualified sales
There are no additional tax benefits compared to other investments if this annuity is purchased within a tax-deferred IRA, 401(k) or other qualified plan.

Alternative Investments
Alternative funds use investment strategies that differ from the buy-and-hold strategy typical in the mutual fund industry. Compared to a traditional mutual fund, an alternative fund typically holds more aggressive non-traditional investments and employs more complex trading strategies. Investors considering alternative funds should be aware of their unique characteristics and risks as described in the prospectus before investing.

Please see the prospectus for more information. Clients should carefully consider their investment objectives and the charges, fees and expenses of a variable annuity as stipulated in the prospectus before investing. For a prospectus containing this and other information, please call the AXA Distributors Sales Desk at 888-517-9900. Please encourage clients to read it carefully before investing.

Want more details on how this product works? Contact the AXA Distributors Sales Desk at (888) 517-9900

“AXA Equitable” is the brand name of AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company, MONY Life Insurance Company of America, AXA Advisors, LLC, AXA Network, LLC and AXA Distributors, LLC. All AXA Equitable companies are directly or indirectly owned by AXA Equitable Financial Services, LLC, and have offices at 1290 Avenue of the Americas, New York, NY 10104, (212) 554-1234.

For Professional Use Only

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