Market Watch

Products & Companies

 

INVESTMENT
Products & Services

RISK MANAGEMENT
Products & Services

 
Fixed-Income Investments      
  • Mutual Funds (income-oriented)
  • Unit Investment Trusts (income-oriented)
  • Municipal & Government Bonds
  • Money Markets
  • Certificates of Deposit 

Equity Investments

  •  Mutual Funds (growth-oriented) 
     - Large Cap Growth/Value Funds
    - Small/Mid Cap Growth/Value Funds
    - International Equity Funds
    - Asset Allocation Funds
    - Sector Funds
  • Unit Investment Trusts (growth-oriented)
  • Publicly Traded Stocks
     

Retirement/Education Planning

  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • SIMPLE IRAs
  • 401(k) Plans
  • 403(b)(7) Plans (non-contributory)
  • 403(b)(1) Plans
  • Pension Plans
  • Profit Sharing Plans
  • Keoghs
  • Coverdell Education Savings Accounts (formerly Education IRA)
  • 529 Plans

Investment Accounts (Traditional Brokerage)

Investment Advisory Programs

 

 
Life Insurance
  • Annual Renewable Term
  • Level Term – 5, 10, 15, 20 & 30 year
  • Return of Premium
  • Whole Life
  • Universal Life
  • Variable Universal Life
  • Survivorship Variable Universal Life
  • Survivorship Universal Life
  • Indexed Universal Life 
 
Annuities
  • Fixed  (single, single, premium & immediate)
  • Variable Annuities  (immediate & flexible payment)
  • Group Annuities (qualified retirement plans)
  • Equity Index Annuities
 
Disability Income & Long-Term Care Insurance
  • Individual Disability Income
  • Group Long-Term &  Short-Term Disability
  • Business Overhead Expense
  • Disability Buyout Protection
  • Individual & Group Long-Term Care
  • Employer-Sponsored Individual Disability Income
  • Employer-Sponsored Individual Long Term Care
 
Health Insurance
  • PPO
  • Indemnity Plans
  • Individual & Group Medical Plans
  • HSA
  • Medigap
 
Business Planning
  • Executive Bonus Plans
  • Business Continuation Plans
  • Premium Funding
  • Key Person Plans
  • Split Dollar Plans
  • Group Carve Out Plans
  • Salary Continuation
  • Deferred Compensation Plans
  • Executive Planning Services
  • Buy-Sell Plans 

 

 

You will have access to investment management services and thousands of mutual funds from a variety of investment companies, and financial products from numerous insurance companies, including:

Investment Companies 

Alger
AllianceBernstein**
Allianz
American Funds
Aquila
BlackRock
Calamos
Calvert
Cohen & Steers
Columbia
Credit Suisse
Davis
Delaware
Dreyfus Premier
Eaton Vance
Evergreen
Federated

Fidelity Advisor
First Eagle
FPA
Franklin Templeton
Gabelli
Goldman Sachs
Guardian
Highland Capital
ING

Invesco
Janus Adviser
John Hancock
JP Morgan
Lord Abbett
Mainstay
MFS
Munder

Natixis
Nuveen
Oppenheimer
Pioneer
Prudential
Putnam
Rydex
Sentinel
Thornburg
Timothy Plan

TransAmerica Funds
Van Eck

Virtus
Wells Fargo Advantage
WM Group

 

Insurance Companies* 

AIG/American General Life Ins. Co.
Allstate Life of New York
AXA Equitable Life Insurance Company**
Banner Life Insurance Company
Companion Life Ins. Co.
Genworth Life and Annuity Company
Genworth Life Insurance Company
ING Life and Annuity
ING Retirement Services
ING USA
ING/ReliaStar
ING/ReliaStar of New York
Integrity Life
Jackson National
John Hancock, USA
Lincoln Benefit Life
Lincoln Life and Annuity Co. of New York
Metropolitan Life/MetLife Investors
National Integrity
Nationwide Life Insurance Company
New York Life***
North American Company for Life and Health Insurance
Pacific Life
Penn Mutual
Principal Life Insurance Company
Prudential Life Insurance Company
Security Mutual Life Insurance Company
SunLife Assurance Company of Canada
The Standard Insurance
Transamerica Financial Life Ins. Co.
Transamerica Life Ins. Co.
United of Omaha
United States Life Ins. Co.
West Coast Life Insurane Company
William Penn Life Insurance Company of New York
* This represents a partial list of the companies and is subject to change without notice.
** Affiliated with AXA Advisors, LLC
*** Case by case consideration.

Please consider the charges, risks, expenses, and investment objectives carefully before investing in mutual funds, variable life insurance, or variable annuities. For a prospectus containing this and other information, please contact a financial professional. Read it carefully before you invest or send money. 

Securities products through AXA Advisors, LLC (member FINRA, SIPC)  Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with SEC.  Life insurance and annuities are issued by AXA Equitable Life Insurance Company (New York, NY) and by various unaffiliated carriers and offered through AXA Network, LLC, which 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.  Disability Income Insurance, long-term care insurance and health insurance are underwritten by unaffiliated carriers and are offered through AXA Network, LLC.  AXA Network, AXA Advisors and AXA Equitable are affiliated companies and do not provide tax or legal advice

PPG-64568 (08/11) 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck