Estate Planning Information - AXA Equitable |
Find Articles And Estate Planning Information
Looking for estate planning information? You’ll find a wealth of articles and information on estate planning in our Learning Center and our Life Insurance section.
As a leading issuer of financial products for retirement planning, protection planning, and estate planning strategies, AXA Equitable features an extensive and rich collection of information, articles and answers to common questions. You can use the web site to gather estate planning information and get answers to questions such as:
- What is estate planning?
- How can I protect my assets with a trust?
- How can a will help with estate planning?
- What do I need to know about naming beneficiaries of insurance policies and retirement plans?
- How can life insurance help me achieve my estate planning goals?
- How often do I need to review my estate planning strategies?
- How can I minimize taxes on my estate?
For more estate planning information and information on AXA Equitable products and services that can help you implement your estate planning efforts, click here.
As You’re Gathering Estate Planning Information, Remember To Include Life Insurance
As you gather estate planning information, consider the role that life insurance can play in helping you pursue your financial objectives. Life insurance products can help provide income for your family to replace lost earnings, payments to settle mortgages, and funds to pay for college. Life insurance can help in making a final tax-deductible gift to your favorite charity. And life insurance can help to cover the costs of a funeral and final arrangements, which can easily add up to many thousands of dollars. Be sure to consult a tax advisor for information on the possible tax benefits and consequences of buying life insurance for your estate planning efforts.
More Information On Life Insurance From AXA Equitable For Planning For Your Estate.
AXA Equitable offers a wide variety of life insurance1 products, including:
Athena Universal LifeSM, a flexible premium universal life insurance policy with cash value accumulation potential.
Athena Indexed Universal LifeSM, with interest crediting linked to major market indexes that enable you to participate in upside market potential (up to a cap) while also protecting against declines in the applicable equity indices.
Incentive Life Optimizer® II, a variable life insurance policy that enables the potential accumulation of cash value through customized, professionally managed investment portfolios. An investor should have a need for life insurance prior to purchasing a life insurance contract. Variable life insurance is subject to insurance-related charges, including mortality and expense charges, administrative fees and the expenses associated with the underlying funds.
AXA Equitable’s Term SeriesSM, a term life policy with an affordable premium that offers coverage for 1, 10, 15 or 20 years.
Get more information on life insurance products for your estate planning strategy. Ask your financial professional about a life insurance policy from AXA Equitable, one of the nation’s leading life insurance companies.
1A life insurance policy is a contractual agreement in which premiums are paid to an insurance company. In return for these premium payments, the insurance company will provide death benefit protection if the policy remains in force until the death of the insured. The insurance company will pay a death benefit to a beneficiary. A whole life insurance policy also provides the opportunity to accumulate cash value. In variable life insurance, amounts in the policy cash value are invested in a variety of variable investment options as directed by the policy owner and are subject to market risk, including loss of principal, will fluctuate, and may lose value. Life insurance policies have exclusions, limitations, and terms for keeping them in force. Fees and charges associated with life insurance include mortality and expense risk charges, cost of insurance, surrender charges and administrative fees.
Variable subaccounts within variable life insurance policies will fluctuate with changes in market conditions. When surrendered, the principal may be worth more or less than the original amount invested.
All guarantees are based on the claims-paying ability of AXA Equitable. The guarantees do not apply to investment portfolios.
Please consider the charges, risks, expenses, and investment objectives carefully before purchasing a variable life insurance product. For the variable life insurance policy prospectus and the underlying portfolio prospectus(es), which contain this and other information, please contact a financial professional. Read them carefully before you invest or send money.
Athena Universal LifeSM and Athena ULSM are service marks of AXA Equitable Life Insurance Company, New York, NY 10104.
Athena ULSM is issued by AXA Equitable Life Insurance Company (AXA Equitable), New York, NY.
Policy form #ICC11-11-100,11-100 or State Variation
Athena Indexed Universal LifeSM is a service mark of AXA Equitable Life Insurance Company, New York, NY 10104.
Policy form #ICC10-200 or state variations
Certain types of contracts, features and benefits may not be available in all jurisdictions or may be different.
Incentive Life® and Incentive Life Optimizer® are registered service marks of AXA Equitable Life Insurance Company.
Policy form #08-ICC 10-11 or state variations
AXA Equitable's Term SeriesSM and TermOneSM are service marks of AXA Equitable Life Insurance Company, New York, NY, 10104.
Contract form #s: 148-51; 150-LT and 150-54 or state variation.
Life insurance products are issued by AXA Equitable Life Insurance Company (NY, NY) (AXA Equitable) and co-distributed by AXA Distributors, LLC and AXA Network, LLC. Variable life insurance is co-distributed by AXA Distributors, LLC and AXA Advisors, LLC, New York, NY 10104. Securities are offered through an affiliate, AXA Advisors, LLC, member FINRA, SIPC.
GE 60405 (6/11)
