Products January 13, 2010

AXA Introduces Retirement Income Education Program for Advisers

AXA Distributors, LLC, the annuity wholesale distribution unit of AXA Equitable Life Insurance Company, now offers an educational program about retirement income planning for financial professionals.
Reported by

AXA’s program, which combines live presentations with self-study materials, is approved for continuing professional education credit in 49 states, the company said.

The curriculum revolves around a step-by-step guidebook for financial professionals called “Cracking the Code: Unlock the Secrets of Retirement Income Planning,” which is written by a team of AXA Distributors Advanced Markets experts. The goal is to help financial professionals build a retirement planning practice.

AXA said “Cracking the Code” covers all aspects of retirement income planning, including:

  • how personal savings fit into a retirement strategy;
  • the mechanics of Social Security and Medicare;
  • individual retirement account (IRA) planning strategies;
  • ways to mitigate risk by evaluating and constructing different income distribution methods and strategies;
  • practice management, including starting a retirement income planning dialogue with clients, choosing a technology platform, and developing effective marketing strategies.

For more information about the continuing education program and guidebook, call your wholesaler or the AXA Distributors Sales Desk at 888.517.9900.






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Products January 13, 2010

Dow Jones Releases Information Tools for Advisers

Dow Jones & Company rolled out a new service to provide financial advisers market, investment, and practice management news and analysis.
Reported by

The company said Dow Jones Adviser combines editorial content from Dow Jones Newswires, The Wall Street Journal, and Barron’s with functionality for search, screening, and display across all asset classes.

Dow Jones Adviser can be accessed through the Web, integrated into an adviser’s proprietary desktop application, or accessed through their mobile device. It is also available through multiple partner workstations, including Interactive Data and FactSet.

In addition to news from Dow Jones, the service offers focused news by a team of wealth management-focused editors, according to the firm. Coverage includes daily updates on philanthropy, retirement, estate planning, tax strategies, compliance and insight on movement and ideas across the financial services community.

More information is available at www.dj.com/wm/djarelease.

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