Our Services
INVESTMENT
PRODUCTS & SERVICES
_ Fixed-Income Investments
• Mutual Funds (income-oriented)
• Unit Investment Trusts (income-oriented)
• Municipal and 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
_ Fee-Based Brokerage Account
RISK MANAGEMENT
PRODUCTS & SERVICES
_ Life Insurance
• Annual Renewable Term
• Level Term — 5-, 10-, 15-, 20- and 30-Year
• Return of Premium Term
• Whole Life
• Universal Life
• Variable Universal Life
• Survivorship Variable Universal Life
• Survivorship Universal Life
_ Annuities
• Fixed (single premium & immediate)
• Variable Annuities (immediate & flexible payment)
• Group Annuities (qualified retirement plans)
• Equity Indexed Annuities
_ Disability & Long-Term Care Insurance
• Individual Disability Income
• Group Long-Term & Short-Term Disability
• Business Overhead Expense
• Disability Buyout Protection
• Individual & Group Long-Term Care
_ Health Insurance
• PPO
• Indemnity Plans
• Individual & Group Medical Plans
• HSA
• Medigap
_ Business Planning
• Executive Bonus Plans
• Business Continuation Plans
• Key Person Plans
• Split Dollar Plans
• Group Carve Out Plans
• Salary Continuation
• Deferred Compensation Plans
• Executive Planning Services
• Buy-Sell Agreements
|
|
||
|
|
Contact Info |
|
|
California Insurance License #: 0G74759 Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania. Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. The Barnett Group is not owned or operated by AXA Advisors or AXA Network. Link to AXA-Equitable.com © Emerald Connect, Inc. - All Rights Reserved - Please read our Privacy Policy |
||