Working With Us

AXA Advisors

Local Office
350 Essjay Road, Suite 300
Williamsville, NY 14221
Phone:
  • (716) 626-2523

Client Profile

All Client Profile sections and items require accurate and full completion unless otherwise noted. Leaving any part blank will delay processing. The completion of Client Profiles must precede and be submitted with all applications proprietary deferred and immediate variable annuities and fixed annuities as well as non-proprietary deferred and immediate variable annuities, fixed annuities, equity indexed products, variable life and group annuity / 401k products offered through AXA Network. Client Profiles are recommended but not required for compliance with the firm's Fact Finder policy for proprietary variable life and brokerage products. If you have any questions, consult local branch management.

If at a later date the customer's profile significantly changes, the FP should update the Client Profile and appropriate records and review investment allocations and strategies with the client.

Annuity and insurance products offered through AXA Network, LLC and/or its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, as AXA Network Insurance Agency of Utah, LLC. AXA Network does not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly licensed.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to axa.com

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