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This document is used for agents seeking to establish an appointment with AXA Equitable to offer variable annuities or variable life products, detailing the required steps and documentation.
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How to fill out AXA Equitable Variable Annuity Series and Variable Life Appointment Form
01
Read the instructions provided with the AXA Equitable Variable Annuity Series and Variable Life Appointment Form carefully.
02
Begin filling out the applicant's personal information in the designated section, including name, address, and contact details.
03
Provide the applicant's Social Security Number or Tax Identification Number where required.
04
Complete the financial information section, detailing the applicant's income, net worth, and investment experience.
05
If applicable, select the types of products (variable annuities or variable life insurance) the applicant is interested in.
06
Review and ensure all information is accurate and complete before submitting the form.
07
Sign and date the form at the designated locations to certify the information provided.
08
Submit the completed form to AXA Equitable through the specified method, whether online, by mail, or in person.
Who needs AXA Equitable Variable Annuity Series and Variable Life Appointment Form?
01
Financial advisors working with clients who are interested in investing in variable annuities or variable life insurance products.
02
Individuals looking to purchase AXA Equitable Variable Annuity Series or Variable Life insurance for retirement planning or financial security.
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People Also Ask about
How do I contact AXA Equitable annuity?
AXA Equitable Life Insurance Company AXA Equitable Life Insurance Company. 1859. New York, NY. (877) 222-2144. Claims: Payments: Claims:
Is AXA Equitable the same as Equitable?
Equitable Holdings, Inc. (formerly The Equitable Life Assurance Society of the United States and AXA Equitable Life Insurance Company, and also known as The Equitable) is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde.
What is the downside to an annuity?
The most glaring problem with annuities lies in their fee structure, which can quietly erode returns over time. Variable and indexed annuities often carry management fees ranging from 1% to 3% annually, plus additional charges for riders and administrative costs.
How much does a $100,000 annuity pay in 10 years?
How Much Does A $100,000 Annuity Pay? AgeNowIn 10 years 60 $6,900 $16,962 65 $7,600 $18,203 70 $8,350 $20,426 75 $8,880 $22,3594 more rows
What is an Equitable annuity?
An Equitable payout annuity provides you with a guaranteed income in one easy, worry-free solution. We offer a wide range of income options that will allow you to build a retirement income solution that best suits your financial goals.
How does an AXA Equitable annuity work?
You buy an annuity with one or more contributions to your contract. Each contribution is credited to your annuity account. Depending on the annuity you are purchasing, your account may accumulate earnings from Variable Investment Options, fixed investment options and/or Structured Investment Options.
What is Equivest variable annuity series?
EQUI-VEST® is available through the retirement savings plan offered by your employer. In the world of retirement planning, it's called a tax-deferred variable annuity, which means your money grows tax-deferred until you're ready to start withdrawing it in retirement.
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What is AXA Equitable Variable Annuity Series and Variable Life Appointment Form?
The AXA Equitable Variable Annuity Series and Variable Life Appointment Form is a document used to appoint insurance agents or financial advisors to sell AXA Equitable's variable annuity and variable life insurance products.
Who is required to file AXA Equitable Variable Annuity Series and Variable Life Appointment Form?
Agents or financial advisors looking to distribute AXA Equitable's variable annuity series and variable life products are required to file this form.
How to fill out AXA Equitable Variable Annuity Series and Variable Life Appointment Form?
To fill out the form, agents should provide their personal information, including name, contact information, and licensing details, as well as indicate the specific products they wish to sell.
What is the purpose of AXA Equitable Variable Annuity Series and Variable Life Appointment Form?
The purpose of the form is to officially appoint agents to sell AXA Equitable's variable annuity and variable life products, ensuring compliance with regulatory and company standards.
What information must be reported on AXA Equitable Variable Annuity Series and Variable Life Appointment Form?
The form must report the agent's full name, Social Security number, state of residence, NAIC number, any relevant licensing information, and the specific products for which they are being appointed.
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