Project Main Details
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The worst thing about retiring? Planning for it.
Whatever your clients plans are, they need to start thinking about it in advance.
The good news is that the market is always perfectly stable and the tax system completely reliable. Right?
Riiiight. Given that those things are as secure as riding a unicycle on top of a teeter totter balancing on a jello mold, perhaps they’ll want to hedge their bets a little and protect their investments while still trying to grow them.
One of the best ways to do that is through annuities. Annuities can help grow your client’s retirement savings with added the benefits of tax-efficiency or protection against market volatility.
AXA is here with a healthy stable of annuity products designed specifically for a fee-based platform that can help protect and grow retirement investments at the same time.
With Structured Capital Strategies®, your clients can partially protect their investment against market volatility while allowing for gains, up to a cap.
Choose from a variety of top indices to track, and then decide a timeframe and level of protection that most suits your clients’ ideal balance between risk and growth potential.
For those interested in tax-deferred growth, another option to consider is the Investment EdgeⓇ variable annuity. Investment Edge® can help smooth out any tax liability, leaving more after-tax income in the early years, assuming there are gains.
As a fee-based advisor, you might not usually consider annuities for your client’s portfolio. That’s why AXA has designed annuity products specifically for fee-based business. Plus, AXA has created all the tools and resources needed to make things as simple as possible for advisors and investors alike.
So whether your client’s future is in a lounge chair, cocktail in hand, or on the floor playing with the grandkids, AXA is here to guide you both down the right path within a fee-based platform.
Visit AXA.com/SCSapp or InvestmentEdge.com to find out more about how our annuity products can help you and your client.
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