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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 Ellie Behling
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.