AXA EQUI-VEST Cards 1

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Author:
new_agent
ID:
269254
Filename:
AXA EQUI-VEST Cards 1
Updated:
2014-04-04 22:10:58
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  1. EQUI-VEST (201)- Issue Ages
    18-79
  2. EQUI-VEST - Minimum Contributions
    $20
  3. EQUI-VEST - Structured Investment Option
    • S&P 500 Price Return Index
    • -1 year with -10% buffer
    • -3 years with -20% buffer
    • -5 years with -20% buffer
  4. EQUI-VEST (series 201) - Variable Investment Options
    More than 80
  5. EQUI-VEST - Guaranteed Investment Option (GIO)
    Available
  6. EQUI-VEST (series 201) - Fixed Maturity Options
    Not Available
  7. EQUI-VEST Strategies (series 900) - Issue Age
    18-85
  8. EQUI-VEST - additonal Contract Maximum
    $1,500,000
  9. EQUI-VEST Strategies (series 900) - Variable Investment Options
    More than 90
  10. EQUI-VEST Strategies (series 900) - Fixed Maturities Options
    Available
  11. EQUI-VEST Strategies (series 901) - Issue Ages
    • 18-85 through TSA, EDC
    • 21-85 through 401(a)
  12. EQUI-VEST Strategies (series 901) - Variable Investment Options
    More than 90
  13. EQUI-VEST Strategies (series 901) - Fixed Maturity Options
    Not Available
  14. EQUI-VEST Investment Methods
    - Maximum Investment Options Choice

    - Maximum Transfer Flexibility
  15. EQUI-VEST Dollar Cost Averaging
    Investment Simplifier from GIO

    • - Fixed Dollar Option
    • - Interest Sweep Option
  16. EQUI-VEST Annuitization Options
    Fixed and Variable
  17. EQUI-VEST Withdrawal Options
    • - Lump Sum
    • - Systematic
    • - Automatic RMD Withdrawal
    • - Loans, if permitted
  18. EQUI-VEST Automatic Asset Rebalancing
    Available
  19. EQUI-VEST (series 201) - Special Dollar Cost Averaging Programs
    Available for 3,6, and 12 month time periods
  20. EQUI-VEST (series 901) - Special Dollar Cost Averaging Programs
    Available for 3,6, and 12 month time periods
  21. EQUI-VEST (series 900) - Special Dollar Cost Averaging Programs
    Not Available
  22. EQUI-VEST (series 201) - Withdrawal Options
    10% of the account value as of the date of the withdrawal, minus any other withdrawals made during the contract year.
  23. EQUI-VEST (series 900 & 901) - Withdrawal Options
    10% of the account value as of the date of the withdrawal, minus any other withdrawals made during the participation year.
  24. EQUI-VEST Personal Income Benefit (PIB)
    Available
  25. EQUI-VEST Standard Death Benefit
    Available at no extra charge
  26. EQUI-VEST (series 201) - Enhanced Death Benefit
    Not Available
  27. EQUI-VEST BCO
    Available
  28. EQUI-VEST - Charges and Expenses
    • - Annual Adminstrative Charge ($30 or 2%)
    • - PIB Charge

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