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 Insurance¹
• Life Insurance

Financial Planning²

• Employee Financial Planning
• Educational Seminars

Business Planning and Estate Planning Strategies

• Buy-Sell Plans
• 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.

¹ Disability Income insurance is issued by third-party insurers and made available through an affiliate AXA Network, LLC.

² Fee-based financial planning is offered by financial professionals who are investment advisor representatives.

GE-52157 (10/09)