Our Services








AXA Advisors

Product & Services At-a-Glance



The Company's Focus

Product Options – Companies

Investment Products

Risk Management Products

Financial Planning





The Company Focus



Guiding Principles

Support Resources

Company Presence

Parent Company – AXA Group


AXA Advisors is a client-focused financial services leader providing wealth protection, asset management, and financial planning strategies 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 7,000 financial professionals
  • AXA Financial's family of brands also includes AllianceBernstein, The AXA Equitable Life Insurance Company, and AXA Network




Parent Company – AXA Group



  • A worldwide financial services leader
  • $1 trillion in assets under management, as of 6/30/04
  • Operations in over 60 countries



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PRODUCT OPTIONS



Partial List of Companies



Investment Companies

Insurance Companies


Through AXA Advisors and affiliates, you have access to investment management services and thousands of mutual funds from over 50 investment companies, and financial products from over 100 insurance companies. The following is a partial list of these options:



Investment Companies











  • AIM
  • Alliance Bernstein
  • American Century
  • Bear Stearns
  • Calvert
  • Credit Suisse Warburg Pincus
  • Eaton Vance
  • Fidelity Advisor
  • Franklin Templeton



  • Goldman Sachs
  • Janus Adviser
  • Liberty Financial
  • MFS
  • Nuveen
  • Oppenheimer
  • Pioneer
  • Putnam
  • Van Kampe





Insurance Companies











  • American General Life Insurance Company
  • The AXA Equitable Life Insurance Company
  • GE Capital Assurance
  • ING (Aetna) Retirement Services
  • John Hancock Life Insurance
  • Massachusetts Mutual Life Insurance Company



  • Metropolitan Life Insurance Company
  • Principal Life Insurance Company
  • Prudential Life Insurance Company
  • Travelers Insurance Company




Variable life insurance, variable annuities, and mutual funds are offered by prospectus only through AXA Advisors, LLC (member SIPC, FINRA), New York, NY. The prospectus contains more complete information, including charges and expenses. Please read the prospectus carefully before purchasing a product. Product purchases are subject to additional fees and commissions.


AXA Advisors, LLC, 1290 Avenue of the Americas, NY, NY 10104

PHONE: 212-314-4600



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INVESTMENT



Products & Services



Fixed Income Products

Equity Investment Products

Retirement/Education Funding

Investment Accounts (Traditional Brokerage)

Managed Accounts (Fee-Based)

Fee-Based Brokerage Account



Fixed Income Products






Equity Investment Products



  • Mutual Funds
  • 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




Retirement/Education Funding




Investment Accounts (Traditional Brokerage)






Managed Accounts (Fee-Based)



  • Mutual Fund Wrap Program
  • Capital Visions®: A Comprehensive Approach to Mutual Fund Asset Management
  • Professionally Managed Accounts
  • Lockwood Financial's Managed Account Link ProgramSM
  • Brinker Capital's Core Asset ManagerSM




Fee-Based Brokerage Account





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RISK MANAGEMENT



Products & Services



Life Insurance

Annuities

Disability and Long-Term Care

Health Insurance

Business Planning



Life Insurance






Annuities






Disability & Long-Term Care



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




Health Insurance



  • PPOs
  • HMOs
  • Indemnity Plans
  • Individual & Group Medical Plans




Business Planning



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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

Implementation Process

Planning Strategies



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



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