Axa Distributors, the annuity wholesale distribution unit of Axa Equitable, has created a comprehensive retirement income planning curriculum for financial professionals it is calling “Cracking the Code.”
“Axa Equitable has been a leader in financial protection for 150 years,” said Jamie Shepherdson, president of retirement savings. “We understand that accumulating income is only half of a retirement plan. With increasing life expectancy, millions of Baby Boomers are seeking guidance on ways to ensure their retirement assts are available for years to come. Our advanced markets team developed ‘Cracking the Code’ to provide financial professionals with the in-depth knowledge and tools they need to confidently guide their clients.”
The program takes Social Security and Medicare into account, and teaches advisers how to mitigate risk by evaluating and constructing different income distribution methods and strategies. It also teaches them how to market a retirement income planning practice and approach various retirement topics with customers.
Axa Equitable is making the program available to financial professionals through its wholesalers and its sales desk.