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)