AXA Equitable unit unveils retirement-income planning course

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AXA Distributors, the annuity wholesale distribution unit of AXA Equitable Life Insurance Co., created “Cracking the Code,” a retirement-income planning curriculum for financial professionals.

The program, combining live presentations and self-study materials, is approved for continuing education credit in 49 states and the District of Columbia. The program is not approved for credit in Hawaii, according to the company.

The curriculum features a step-by-step guidebook written by AXA Distributors staff, geared toward building a thriving retirement planning practice, according to the company. Topics covered in the guidebook include how personal savings fit into retirement and IRA planning strategies.

The “Cracking the Code” program also includes practical tools that financial professionals can use to pull all elements of a retirement income plan together for a client.

“We understand that accumulating income is only half of a retirement plan,” said Jamie Shepherdson, president of AXA Equitable’s retirement savings business, in a statement. “With increasing life expectancy, millions of baby boomers are seeking guidance on ways to ensure their retirement assets 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 from the preliminary retirement planning stages through accumulation and distribution of assets.”

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