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Strategies for Businesses

Business owners can take control of their finances with approaches designed for a broad range of needs and hundreds of product choices to implement these strategies.

Group Insurance

  • Health Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Life Insurance

Financial Planning1

  • Employee Financial Planning
  • Educational Seminars

Business Planning and Estate Planning Strategies

  • Buy-Sell Plan Funding
  • Non-Qualified Retirement Plans
  • 401(k) Retirement Plans

Retirement Plans

  • Individual Retirement Accounts (IRAs)
  • Simplified Employee Pension Plans
  • SIMPLE Plans
  • 401(k): Owner 401(k), Roth 401(k)
  • 403(b)(7) (non-contributory)
  • 403(b)(1)
  • Pension/Profit-Sharing
  • Keoghs
  • 412(E) Plan

Executive Benefits

  • Bonus Plans
  • Deferred Compensation Plans
  • Split Dollar Plans
  • Group Carve Out

Business Continuation Programs

  • Key Person Coverage
  • Buy-Sell Agreements
  • Succession Planning
  • Business Overhead Expense
  • Disability Buyout
  • Employee Stock Ownership Plans (ESOP)

Life insurance and annuities are issued by AXA Equitable Life Insurance Company (New York, NY) and by various unaffiliated companies. Disability insurance, long-term care insurance and health insurance are underwritten by unaffiliated carriers and offered through AXA Network, LLC, an insurance brokerage affiliate. AXA Network conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, in PR as AXA Network of Puerto Rico, Inc.

1 Fee-based financial planning is offered by financial professionals who are investment advisor representatives.

GE-113123 (4/16)(Exp 4/18)

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities offered through AXA Advisors, LLC (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, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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