Products & Companies

 
 

Investment Products & Services

Risk Management Products & Services
 
Fixed-Income Investments      
  • Mutual Funds (income-oriented)
  • Unit Investment Trusts (income-oriented)
  • Municipal & 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
     

Retirement/Education Planning

  • Unit Investment Trusts (growth-oriented)
  • Publicly Traded Stocks
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • SIMPLE IRAs
  • 401(k) Plans
  • 403(b)(7) Plans (non-contributory)
  • 403(b)(1) Plans
  • Pension Plans
  • Profit Sharing Plans
  • Keoghs
  • Coverdell Education Savings Accounts (formerly Education IRA)
  • 529 Plans

Investment Accts (Traditional Brokerage)

Investment Advisory Programs

 
 
Life Insurance
  • Annual Renewable Term
  • Level Term – 10, 15, 20 year
  • Whole Life
  • Universal Life
  • Variable Universal Life
  • Survivorship Athena  Universal Life III
  • Survivorship Incentive Life Legacy 
 
Annuities
  • Fixed  (single, flexible & immediate)
  • Variable Annuities  (immediate & flexible payment)
  • Group Annuities (qualified retirement plans)
  • Equity Index Annuities
 
Disability Income & Long-Term Care Insurance
  • Individual Disability Income
  • Group Long-Term &  Short-Term Disability
  • Business Overhead Expense
  • Disability Buyout Protection
  • Individual & Group Long-Term Care
 
Health Insurance
  • PPO
  • Indemnity Plans
  • Individual & Group Medical Plans
  • HSA
  • Medigap
 
Business Planning
  • Executive Bonus Plans
  • Business Continuation Plans
  • Key Person Plans
  • Split Dollar Plans
  • Group Carve Out Plans
  • Salary Continuation
  • Deferred Compensation Plans
  • Executive Planning Services
  • Buy-Sell Agreement Funding 

 

  

 

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Access to investment management services and thousands of mutual funds from a variety of investment companies, and financial products from a variety of insurance companies, including:

Investment Companies 

Alge
AllianceBernstein*
Allianz
American Funds
Aquila
BlackRock
Calamos
Calvert
Cohen & Steers
Columbia
Credit Suisse
Davis
Delaware
Dreyfus Premier
Eaton Vance
Evergreen
Federated

Fidelity Advisor
First Eagle
FPA
Franklin Templeton
Gabelli
Goldman Sachs
Guardian
Highland Capital
ING
Invesco
Janus Adviser
John Hancock
JP Morgan
Lord Abbett
Mainstay
MFS
Munder

Natixis
Nuveen
Oppenheimer
Pioneer
Prudential
Putnam
Rydex
Sentinel
Thornburg
Timothy Plan
TransAmerica Funds
Van Eck
Virtus
Wells Fargo Advantage
WM Group

 

Insurance Companies

AXA Equitable Life Insurance Company*
Banner Life Insurance Company
Genworth Life and Annuity Company
Genworth Life Insurance Company
Hartford Life Insurance Company
Integrity Life
ING Life and Annuity
ING Retirement Services
ING USA
ING/ReliaStar
ING/ReliaStar of New York
Jackson National
John Hancock, USA
Lincoln Life
Metropolitan Life/MetLife Investors
National Integrity
Nationwide Life Insurance Company
North American Company for Life and Health Insurance
Pacific Life 
Principal Life Insurance Company
Prudential Life Insurance Company
Security Mutual Life Insurance Company
SunLife Assurance Company of Canada
The Standard Insurance
West Coast Life
William Penn Life Insurance Company of New York



NOTE: This represents a partial list of the companies and is subject to change without notice.

* Affiliated with AXA Advisors, LLC

Please consider the charges, risks, expenses, and investment objectives carefully before investing in mutual funds, variable life insurance, or variable annuities. For a prospectus containing this and other information, please contact a financial professional. Read it carefully before you invest or send money. 
 
 

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, as AXA Network Insurance Agency of Utah, LLC. 

GE-59965 (01/11)