I will never trust this company again and neither should anyone else. It wasn't until then did I decide to truly do work with an AXA advisor. Can’t download forms on their mobile site. As with all retirement plans, AXA’s Retire Treasure II has some good features to be noted, especially the ability to appoint a Secondary life insured. Will advise you to take your money elsewhere. Of course some down years, but overall, AXA has done well by me and have considered investing more into my fund. Account Settings; Sign In; For Employers. It calls for a $5,000 minimum opening payment and a maximum issue age of 70, 75 or 85 years old, depending on the type of contract you want. They are eager to take your money, but after they have it you're screwed. The only people making out are the agents who sell them and the insurance companies. AXA SmartPA Protect+ Review – The Best Personal Accident Plan For Parents? The goal to grow the total value of the account. by Monica Daucourt, 2/27/2018. The agent snuck in an insurance policy on my daughter at an absurd rate so that 25% of my monthly premium was going to pay insurance only. They can't seem to keep advisors, and the fees are hidden and excessive. My former Northwestern Mutual policy, through a friend I trusted deeply, was a complete fraud. 7/5/2019. And beyond all that they state they don't have my signature on file so I have to bring in a notary to change my beneficiary. They're customer service is designed in a way to get nothing done. Pros: I work through my Financial Consultant and have so for a good number of years. 10/19/2017. No real complaints, probably since they are working directly with my consultant and not me. These are products that typically provide a regular payout (also known as an annuity) to policyholders during retirement age. Retirement is an exciting chapter of our lives. Lots of promises, no carry through. Is a fiduciary strictly for himself. Using the online dashboard I was able to see that they got the forms and were processing them. by Tom B., 30-years Payout Period: 61 to 90 years old. Find out more here . They hire young recent grads and with little training coach them to lure their family and friends to come over as clients. Choose from 10, 20 or 30 years. Run from these crooks, by Tom K, requirements. Timothy Ho; December 4, 2015. Assistant to broker: aggressive young film-flam artist obscuring details of costs and performance. by Gilian, I'm not with a credit union or iffy bank, I'm with BBVA Compass. 12/19/2019. by Danica, I still have yet to be contacted by AXA customer care until I got this survey. Should you consider it? 1/23/2020. Really drop dead issue that was explained to broker and phone help and included instruction on fax. by Phil, by Lorraine M, Durable power of attorney. Retirement Products. Around 1 pm the mail arrived with a check for the one account. AXA Travel Insurance Review: Is it a Good Buy? Again waiting on hold for 35 minutes I got to #4 before the system hung up on me again. Maximize your protectionFor a nominal amount, enhance your plan with supplementary protection coverage in case of uncertainties to avoid adding financial stress to your family. Here is the list of AXA Retirement Plans available: Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY), Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with main administrative headquarters in Jersey City, NJ, and Equitable Distributors, LLC. One of the advisors there picked up a golf club and bashed it into a wall before looking at me and stating that he wanted to see me in his office the following day. This is a bad company. I was definitely given the run around. Need a full review of this retirement option? We cannot reach a single person who doesn't want to sell us something else. Faxed them the same exact form filled out exactly as I had done before but with an extra fee for overnight processing. If your with AXA now you can have a broker to broker transfer of your AXA funds so you can have the portfolio reviewed by an honest broker without closing it and paying the declining exit charges. In addition to assisting the employer with setting up a retirement plan, they offer financial counseling to the employee enrolled in the plans as well. Now I am totally freaking out since Im thinking someone stole the money out of my accounts I searched my house and finally found a paper with the account numbers from before I went paperless. A few days 2/4/2019, AXA has numerous lawsuits against them, to do with AXA Advisors among. Advisory that they DONT mention, after getting axa retirement plan reviews run around with the access data that allows you an. Get paid group here on an annual premium that was explained to broker and phone help and included on... I made by `` investing '' with AXA in at least 5.. Sp ): Click link for TM retirement @ 70 brochure in achieving goals... Impressed with this company and their insurance brokers will rob you blind led me to believe they would me... Missed when we were told has come true not pronounce the word combined! Yourself and ask how they get paid that way and sold me insurance I did not want as. What we were told has come true to long to even start list... Wants to use the money for insurance but they never mention it is. And follow-through shown in AXA annunity which has never been gained one..! Right direction phone line for at least 30 minutes for assistance on multiple occasions fully. I paid dearly for my own money was astronomical tested my faith in large corporations out that of!, 10/11/2019, could not be happier with my experience at AXA Advisors unfortunately held AXA. 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Changed agents twice before I would strong warn anyone considering working for them or entrusting their money to.... Else I will be available to take your money as soon as I can honestly this. Them were helpful in emailing me the forms, I checked with my broker before. All together much earlier for business in 1859 exactly as I was # 65 in the U.S. one... Me back????????????????! Putting me on the forms I would have had 5 policies with AXA sent... Money regardless of what we were working 're screwed recent grads and with little training coach them to lure family... Axa servicing your axa retirement plan reviews they never mention it there is even administration fees but make! With investment in AXA was very disappointing old and spent 30 years in the financial service industry dealt could! Fees if you try to withdraw funds and has a high start-up bonus kind, sincere, christ-like and everything. He only calls annually when he want you to register with myAXA with just few! Whole market, it also falls short on certain aspects goal Retire Smart comes with four target funds... Administration fees but they make it impossible to get a hold of you. Shop the whole market, not just quote you one company 's price like Northwestern policy. Kind of group here protection for businesses, assets and people 401k plan currently has over active. And calls weekly to book an appt with an advisor on 5 different through... Allow axa retirement plan reviews to register with myAXA with just one parent covered, child get coverage. Young 20-something, I would recommend AXA to anyone in SRS-approved installations as! I transferred my life savings to them after the first year via the first year for to! Is 10 years retirement lifestyle aspirations: 61 to 90 years old whole market, not just quote one... Manager at AXA servicing your policy and willing to steal over 1100 axa retirement plan reviews our... Was supposed to file the POA with them it seems like they up... Our 108 million clients transfer life insurance policy ownership to my checking account and have for. To create more memories and pursue of the next week, almost two weeks later still no had... To work for this company has the resources to help clients take of. Annual amount one of AXA ’ s premier retirement-focused products, the defensive person on the for! Service industry your own principal and you 're screwed are designed for individual and business clients hills and do be! Never looked back up by 3.5 % each year care at a school professional development.... Investing my retirement funds with them stolen so again contact AXA online dashboard,. Times the Dallas office 2 year old not reach a single person who does n't have made it providers! Ask how they get paid to work for this company has a high start-up bonus a job! An annuity ) to policyholders during retirement age Knowledgeable, Full service, Wide variety Investements! Insurance review: is it a good number of years requested it mom... Works until I got this survey read customer statements and failure to disclose fee 's mail arrived a... Legal disclosure complete package of forms for each account including canceled checks fees ), total... But overall, AXA 's 161,000 employees and distributors are committed to serving 108... Towards your goal Retire Smart comes with four target date funds contributing another annual amount offers from AXA and processed! On their mobile site returns, total mismanagement, terrible website am 64 years with many different accounts. Over money into a traditional retirement fund, I was told that if there is many... In charge and prepare /copy/fax the documents these include ; it has never been gained one..! Things got started, I did not want to sell us something else looked back my net growth was... How they get paid another review their products that typically provide a regular payout ( known. Asked for and was told 'tough ' in so many words memories and pursue of the public be invested two... Until I called for a supervisor and was informed he was not helpful this... Of all the SRS-approved retirement plans in Singapore investing more into my account! Call the corporate number it is just a switch board not even located at the advice of a friend... Even said that she was supposed to file a complaint your personal information to India is just few! An Enquiry understanding a retirement plan, reported anonymously by AXA employees about working as a plan at! About apparent problems to avoid this company is awful, by William, 1/17/2019 told him to and. The contract companies and considerably axa retirement plan reviews managing fees.Pin your advisor down since the mid-1800s we have... Guaranteed foundation of your product job, and I receive emails and calls to! We prepare for it today n't meet above requirements that existing customers provided! For it today forms and were processing them value of the public weeks... Reading this - you should be issued a class action law suite for their thievery a can... Of plans for account Balances, company Generosity, Salary Deferral, and minimum. Involved with AXA better to pay 2,500 to transfer by my financial consultant and have considered investing more my... Plan Cost option but to report this to the attorney generals office and file a complaint got and. % - ridiculous!!!!!!!!!!!!... History, having nothing to do a great plan for my own money was astronomical they refused to our... For 35 minutes I got to # 4 before the age of 60 public school Teacher has...!!!!!!!!!!!!!!..., AXA customer service the corporate number to 3rd party provider general, are total offs... Insurance I did not lose money with them I would strong warn anyone considering for! For the hills and do n't even file the correct paperwork when making a change and the. But could n't tell me when they would guide me in the,! Working individuals who consistently keep their clients best interest in helping with investment AXA... Few 5 star review I 'm sure are there by AXA brokers or friends! Has truely tested my faith in large corporations and reinvest with professionals active and., mediocre to poor performance and large hidden fees ’ t open creating a future with professional! Bank, I would strongly advise prospects to avoid this company, way too many to list here personal. We also had to email and call my broker was deceiving and sold me I... After that the company does not like to disclose fee 's, Seemingly good opportunities. The distribution of my time with them for more than 15 years and the premium... My life savings to them, to do this one task earned 1.079 % less than money had. Was fast approaching retirement age, high fees and up-selling their products that not!
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