Support & Services

Support & Resources for Your Success

As an EPG member, you have the support of an exclusive team of professionals providing an unparalleled level of experience and service. You’ll receive priority support to help ensure you are well positioned to service your clients in any circumstance. In addition, you’ll have access to a wide array of advanced learning resources and professional development programs, as well as opportunities to attend important industry-related events and conferences. 

Priority Access to Dedicated Resource Teams

  • Advanced Markets & Case Design Support 
  • AXA Network, LLC/Crump 
  • AXA Equitable Life Operations
  • AXA Advisors, LLC -- Broker/Dealer 
  • Retirement Service Solutions -- Annuity
  • Compliance 
  • Technology Help Desk 

Advanced Markets & Case Design Support
This advanced planning team, with credentials in law, taxation and financial services, can assist you with sophisticated strategies in the areas of estate planning, insurance planning, business succession planning, charitable planning, executive benefit planning and supplemental retirement planning through needs assessment, case design, service and support. The team is trained to run illustrations and produce personalized materials for client presentation.   
AXA Network, LLC/Crump
AXA Network/Crump is responsible for complete case management for all non-proprietary life, annuity, long term care, health and disability insurance.  This includes marketing, advanced underwriting, licensing, customer service, new-business processing and competitive intelligence.  AXA Network/Crump provides carrier relations to offer competitive products and compensation. AXA Network/Crump also specializes in underwriting large cases, providing concierge service to bundle the case, keeping in mind all necessary underwriting limits. 

AXA Equitable Life Operations
Life Operations is responsible for all aspects of AXA Equitable life insurance policy processing, including new business data entry, underwriting, commissions, licensing/appointments, in-force administration, customer service and death claims.  EPG members have a dedicated underwriting team of experienced underwriters with a track record of high customer satisfaction levels.
AXA Advisors, LLC -- Broker/Dealer
The AXA Advisors Broker/Dealer offers a world-class open-architecture platform that provides a robust menu of competitive investment products.  The Broker/Dealer Sales Desk provides sales assistance to AXA Financial Professionals with their advanced product knowledge, presentation materials and operational support.
Retirement Service Solutions
At the annuity service center, EPG members have exclusive access to the Premier Team, staffed by the center’s most experienced and knowledgeable customer service representatives, with priority new business and service processing.

This dedicated group of compliance professionals partners with you to help you manage your practice in today’s complex regulatory and legal environment.
Technology Help Desk

The AXA Advisors Help Desk is the single point of contact for all PC service requests.  EPG members receive priority access, as Help Desk representatives solve computer or software problems over the telephone or quickly dispatch a service technician to perform repair services.


Additional Tools to Support Your Success 

  • Analyze Your Book of Business 
  • Marketing
  • Software Tools
  • Web-base Technology

Analyze Your Book of Business
Our Mining Diamonds program is designed to help financial professionals assess, evaluate and grow their practices. This is accomplished by gathering extensive information from the associate, analyzing his or her book of business, and offering coaching and specific strategies to help maximize growth opportunities.

Dedicated members of the Integrated Marketing & Communications Group are experienced in all areas of marketing disciplines and can help you implement powerful strategies in such areas as:

  • Sales and advertising
  • National sponsorships
  • Seminars
  • Trade shows
  • Business planning
  • Local partnerships
  • Existing clientele
  • Civic marketing
  • "Mining Diamonds" program
  • Personalized Web sites

Software Tools
These state-of-the-art software tools are available to AXA Financial Professionals at no charge or via subscription.  Additional support is provided by our Advanced Markets, Planning Center and Broker/Dealer Sales Desk teams.  These programs include*:

Available without Charge:
  • NaviPlan
  • Profiles Forecaster
  • Impact - Plan Lab
  • Advanced Markets Resource Center (AMRC)
    • Advanced Markets Online
    • AMO Salesmaker
    • Business Insurance Online
    • E-Pocket Tax Tables
  • Advisor FX
  • InsMark Documents On the Net

Available from Advanced Markets:

  • Crescendo
  • Stock Opter

Available with Subscription:

  • eMoney 360
  • ViewPlan
  • Morningstar
  • Number Cruncher
  • Advisys Backroom Technician
  • LPL Financial - BranchNet
    • Portfolio Review Tool
    • Portfolio Manager
    • iDoc Services
    • Advisor Software Inc. (ASI), Portfolio Rebalancing
  • Third Party Research Tools
    • S&P MarketScope Advisor
    • Argus Research
    • Credit Suisse
    • eVestment Alliance
    • Market Edge
    • Zacks Investment Research

* This list is subject to change without notice.

Web-based Technology
Utilizing the latest web-based and Client Relationship Management (CRM) platforms through, AXA Advisors provides integrated and flexible technology solutions to support the “anytime/anywhere” efficiency of our retail distribution network, practice management and enhanced client support and services.  In addition, via, EPG members gain direct access to EPG-specific information, tools and marketing concepts.


Educational Resources to Support Your Success

  • Producer Group Meetings
  • Professional Designations
  • Administrative/Operations Workshop
  • Advanced Markets Teleconferences
  • EPG Exclusive "Spotlight On..." Teleconferences

Producer Group Meetings 
EPG members are invited to the annual Equitable Agents Reinsurance Company (EARC)Meeting and various practice developement/best practices meetings.  The focus of these meetings is to network and share sales ideas. EPG members are also encouraged to attend industry meetings, including: Association for Advanced Life Underwriting (AALU), Forum 400 and Million Dollar Round Table/Top of the Table.

Professional Designations
AXA Advisors offers a Tuition Reimbursement Program for CFP®, ChFC and CLU designations, as well as an MSFS degree.

Administrative/Operations Workshop
Your key administrative and operations staff may attend a processes and procedures workshop specifically tailored to EPG needs. All areas of the company provide your staff with new information and "helpful hints" to foster an "ease of doing business" environment.

Advanced Markets Teleconferences
Advanced Markets hosts monthly training teleconferences on a variety of current business related topics. The sessions are designed to provide a virtual classroom for learning, information and knowledge sharing. The teleconferences are recorded so you can have access to a library of useful business learning tools to replay at a later time.

EPG Exclusive "Spotlight On..." Teleconferences
The EPG Operations team provides monthly training teleconferences designed to provide in-depth information on a particular topic or sales idea on how to best support your clients as well as expand and promote your practice.  These sessions are presented by highly skilled business professionals on new business processes and or financial professionals on sales practices.  All teleconferences are recorded and included in our library of training sessions.