Retirement Planning

Achieve the retirement rewards you deserve with plans from AOAExcel and AXA Equitable.

AXA Equitable offers retirement planning solutions for both individuals and practices, helping you save both time and money, and helping you choose retirement solutions to meet your unique needs as an optometrist.

Through one-on-one consultations, a dedicated Retirement Program Specialist will work with you, to help keep your options flexible, simplify your plan’s administration, help with tax-related guidance and IRS compliance, and help communicate with your employees to build participation, if you choose to offer a plan for them.

  View our complimentary guide:
            "Help! I'm a Practice Owner and I Want to Retire, But I'm Off Track!"

  View our YouTube exclusive:
            "Enhance the Value of Your Optometry Practice by Offering a Quality Retirement Plan"

For more information, call 1.800.523.1125, or click the button below.

AXA Equitable Life Insurance Company (NY, NY) does not provide legal or tax advice. GE-104130 (6/15) (Exp. 6/17)

"AXA" is the brand name of AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY), an issuer of annuity and life insurance products. AXA S.A. is a French holding company for a group of international insurance and financial services companies, including AXA Equitable Financial Services, LLC. The obligations of AXA Equitable Life Insurance Company are backed solely by its claims-paying ability.  AXA Equitable Life Insurance Company and its affiliates do not provide tax or legal advice.

The AOA Members Retirement Program (contract form #6059) is funded by a group variable annuity contract issued and distributed by AXA Equitable Life Insurance Company, NY, NY. Annuities contain restrictions and limitations. For costs and complete details, contact a Retirement Program Specialist.

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