Investment Management Programs - Investment Advisors - Hanlon ...
Annuities* 401(k) 403(b) Brokerage Hanlon Investment Management 3393 Bargaintown Road, Suite 200 Egg Harbor Township, NJ 08234 AXA Equitable** Hartford ING Jefferson National Lincoln Financial Nationwide Pacific Life Prudential (Advisors Choice 2000) ... Access Doc
TA X SHELT ER COMPANIES AIG VALIC MICHAEL DOBIN 732 687-0655 ...
Prudential annuities patrick friel (discover y fin ancial) 732 240 2233 metlife/travelers/citis treet geoffrey ernst axa equitable 529 plan william sorrentino 732 452-7241 ted beal 732 452-7275 todd speed y 732 452-6908 smith barney 529 plan dan arnold ... Fetch Full Source
LIFE AND ANNUITY Direct Market Company Name NAIC Code ...
Prudential annuities life assurance corporation 86630 $831,361,989 3.41% variable annuity life insurance company: $707,981,180 2.90%: axa equitable life insurance company 62944 $695,279,898 2.85% aviva life and annuity company: 61689 $679,050,182: 2.78% northwestern mutual life insurance company ... Fetch This Document
Variable Annuities - Welcome To Questar Capital
Variable Annuities Product Sponsor Toll Free Web site Strategic Partner: Equitable-AXA www.equitable.com ING .. 800.344.6860 .. . www.ingvasecure.com ... View Doc
TAX SHELTERED ANNUITIES [403b & 457 PLANS] 403b PLAN ADVISORS
TAX SHELTERED ANNUITIES [403b & 457 PLANS] 403b PLAN ADVISORS Vendor District Match? Name Educators Financial Services, Inc. Yes Dean Ingvalson 952 832-0151 AXA Equitable Life Assurance Yes Adam Phillipich 612 243-3257 Fidelity Retirement Services Yes General Contact 800 343-0860 Joe Schimml 952 934-6613 ... Read Document
ERISA §404(a)(5) Regulations
EQUI-VEST® variable annuities are issued by AXA Equitable Life Insurance Company and co-distributed by its affiliates AXA Advisors, LLC and AXA Distributors, LLC. 1290 Avenue of the Americas, New York, NY 10104. 1 Participant Fee Disclosure and Investment Option Information ... Content Retrieval
MARKET CONDUCT EXAMINATION REPORT OF THE LIFE AND HEALTH ...
Annuities being marketed under the name of Equivest from which the examiners randomly selected 63 for review. AXA EQUITABLE LIFE FINAL REPORT NO. 1863-03 PAGE 59 number of units in each option was correct, and that ... Fetch Doc
EQUI-VEST® Strategies - Southern Illinois University ...
Variable Annuities: • Are Not a Deposit of Any Bank • Are Not FDIC Insured AXA Equitable may, upon advanced notice, discontinue, suspend, or change Segment offerings. The Structured Investment Option prospectus ... Visit Document
FOR IMMEDIATE RELEASE - Crump
As disability income insurance products and variable annuities. Effective July 2, 2012, AXA Network’s 119 employees at its Harrisburg location became employees of AXA Equitable, a subsidiary of AXA Financial Inc., is part of the global AXA Group, a worldwide leader in ... Retrieve Doc
2012-2013 Inve Tment Options - North Dakota State Government ...
AXA Equitable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 annuities, although some are offered in the form of mutual funds. Deferred annuities are essentially tax-sheltered accounts offered by ... Retrieve Doc
Annuity And Life Insurance Sales Practice Class Actions BY ...
Regulation of annuities as investments under the Securities Act of 1933. Eventually Congress decided that with the wide regulation of insurers and banks for annuities they would be exempt from the 1933 Act.1 AXA/Equitable Life Issurance Company ... Visit Document
SECURITIES AND EXCHANGE COMMISSION
AXA Equitable Life Insurance Company (“AXA Equitable”), Separate Account A of AXA Equitable annuities in 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. AXA Financial is the parent company of MONY. ... Doc Viewer
Mary Ann SIVOLELLA, For The Use And Benefit A. The Excessive ...
Treatment of variable contracts as “annuities” for tax purposes. Ex. C (Prospectus for EQUI–VEST Employer–Sponsored Retirement Plans, dated May 1, that AXA Equitable charges, including, for example, charges for mortality and expense risks associated with the annuity. ... Return Doc
DCPS Tax-Sheltered Annuity (TSA) Providers
Annuities Aurora Carnes, 631-1899 Diane Crafts, 249-3645 Miles Hanbury, 343-9685 Suzanna AXAEquitable Bill Van Ormer, AOR (904) 353-5611or (904) 993-3668 www.axa-equitable.com Annuities Everette Seay, 631-0763 Ben Dowling, 851-1017 Ryan Mallow, 392-1220 3. American Century Investment ... View This Document
UNITED STATES OF AMERICA Before The SECURITIES AND EXCHANGE ...
Customers to redeem securities held at AXA Advisors, including variable annuities and mutual funds, under the false representation that the proceeds from such redemptions would be invested Equitable Life Agency” personal account. ... Get Doc
Charter Financial Publishing Network
How Variable Annuities Pay Out Sponsored by Presenter Kevin Loffredi CFP® - Senior Vice President, Advanced Sales Sponsor Representative of AXA Equitable Life Insurance Company. Introduction & Industry Commentary . 4 NOT FOR USE WITH THE PUBLIC. ... Retrieve Doc
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