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EQUI-VEST® (series 201) - AXA Equitable

Growth Potential with Some Downside ProtectionGuaranteed Withdrawals for Life3 Structured Investment Option1 Personal Income BenefitSMS&P 500 Price Return Index2 PIB AXA Balanced Strategy4, 8 1 Year 10% Segment BufferPIB AXA Conservative Growth Strategy4, 8 3 Year 20% Segment BufferPIB AXA Conservative Strategy4, 8 5 Year 20% Segment BufferPIB AXA Moderate Growth Strategy4, 8 PIB EQ/AllianceBernstein Dynamic Wealth StrategiesOne-Step PortfoliosTarget Date Allocation Portfolios4 Asset Allocation PortfoliosAXA Strategic Allocation PortfoliosTarget 2015 AllocationAXA Aggressive Allocation4, 8 AXA Moderate-Plus Allocation4, 8 AXA Balanced Strategy4, 8 Target 2025 AllocationAXA Conservative Allocation4, 8 AXA/Franklin Templeton AllocationAXA Conservative Growth Strategy4, 8 Target 2035 AllocationAXA Conservative-Plus Allocation4, 8 Managed Volatility4, 5, 8 AXA Conservative Strategy4, 8 Target 2045 AllocationAXA Moderate Allocation4, 8EQ/AllianceBernstein Dynamic AXA Moderate Growth Strategy4, 8 Wealth StrategiesAXA All Asset Allocation PortfoliosAll Asset Aggressive Alt 25 All Asset Growth Alt 20 All Asset Moderate Growth Alt 15 Please see reverse side for footnotes and other important inf

8Managed Volatility Ivy Funds VIP Mid Cap Growth Emerging Markets Stocks American Funds Insurance Series® ... 4 You will incur higher costs with these portfolios than if you were to invest directly in the underlying portfolios. However, not all of the underlying portfolios may be available as investment ... Series 201 Contract form #s ...

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Transcription of EQUI-VEST® (series 201) - AXA Equitable

1 Growth Potential with Some Downside ProtectionGuaranteed Withdrawals for Life3 Structured Investment Option1 Personal Income BenefitSMS&P 500 Price Return Index2 PIB AXA Balanced Strategy4, 8 1 Year 10% Segment BufferPIB AXA Conservative Growth Strategy4, 8 3 Year 20% Segment BufferPIB AXA Conservative Strategy4, 8 5 Year 20% Segment BufferPIB AXA Moderate Growth Strategy4, 8 PIB EQ/AllianceBernstein Dynamic Wealth StrategiesOne-Step PortfoliosTarget Date Allocation Portfolios4 Asset Allocation PortfoliosAXA Strategic Allocation PortfoliosTarget 2015 AllocationAXA Aggressive Allocation4, 8 AXA Moderate-Plus Allocation4, 8 AXA Balanced Strategy4, 8 Target 2025 AllocationAXA Conservative Allocation4, 8 AXA/Franklin Templeton AllocationAXA Conservative Growth Strategy4, 8 Target 2035 AllocationAXA Conservative-Plus Allocation4, 8 Managed Volatility4, 5, 8 AXA Conservative Strategy4, 8 Target 2045 AllocationAXA Moderate Allocation4, 8EQ/AllianceBernstein Dynamic AXA Moderate Growth Strategy4, 8 Wealth StrategiesAXA All Asset Allocation PortfoliosAll Asset Aggressive Alt 25 All Asset Growth Alt 20 All Asset Moderate Growth Alt 15 Please see reverse side for footnotes and other important information on the investment options offered through EQUI-VEST.

2 EQUI-VEST ( series 201) variable deferred annuity investment optionsAXA Equitable Life Insurance Company (NY, NY)Variable Annuities: Are Not a Deposit of Any Bank Are Not FDIC Insured Are Not Insured by Any Federal Government Agency Are Not Guaranteed by Any Bank or Savings Association May Go Down in ValueBuild Your Own Portfolio MixEquity PortfoliosLarge Cap Growth StocksEQ/Large Cap Value IndexGlobal StocksMultimanager TechnologyAXA Large Cap GrowthFidelity VIP Equity IncomeAXA Global Equity Managed Volatility8 PIMCO VIT Commodity Managed Volatility8 Invesco Diversified DividendAXA/Templeton Global Equity RealReturn StrategyEQ/Calvert Socially ResponsibleMid Cap Stocks Managed Volatility8 Van Eck VIP Global Hard AssetsEQ/Large Cap Growth IndexAXA 400 Managed Volatility8EQ/Oppenheimer GlobalFixed Income PortfoliosEQ/T.

3 Rowe Price Growth StockAXA Mid Cap Value Managed Volatility8 International StocksBondsMFS Investors Growth StockEQ/Mid Cap IndexAXA International Core Managed Volatility8EQ/Core Bond IndexMultimanager Aggressive EquityEQ/Morgan Stanley Mid Cap GrowthAXA International Managed Volatility8EQ/Global Bond PLUSL arge Cap Blend StocksAmerican Century VP Mid Cap ValueAXA International Value Managed Volatility8EQ/High Yield BondAXA 500 Managed Volatility8 Fidelity VIP Mid CapEQ/MFS International GrowthEQ/PIMCO Global Real ReturnAXA Large Cap Core Managed Volatility8 Goldman Sachs VIT Mid Cap ValueInvesco International GrowthEQ/PIMCO Ultra Short BondAXA/Mutual Large Cap EquityInvesco Mid Cap Core EquityMFS International ValueEQ/Quality Bond PLUS Managed Volatility8 Ivy Funds VIP Mid Cap GrowthEmerging Markets StocksAmerican Funds Insurance series EQ/Common Stock IndexSmall Cap StocksEQ/Emerging Markets Equity PLUS Bond FundtmEQ/Equity 500 IndexAXA 2000 Managed Volatility8 Lazard Retirement EmergingChartersm Multi-Sector BondFidelity VIP Contrafund AXA/Franklin Small Cap Value Markets EquityInvesco High YieldMFS Investors Trust Managed Volatility8 Sector/Specialty StocksIvy Funds VIP High IncomeOppenheimer Main Street Fund /VAEQ/AllianceBernstein Small Cap GrowthAXA/Franklin BalancedMultimanager Core BondEQ/GAMCO Small Company Value Managed Volatility8 Templeton Global Bond VIPL arge Cap Value StocksEQ/Small Company IndexInvesco Global Real EstateMoney Market EQ/BlackRock Basic Value EquityInvesco Small Cap EquityIvy Funds VIP EnergyEQ/Money Market6EQ/Boston Advisors Equity IncomeIvy Funds VIP Small Cap

4 GrowthMFS TechnologySafety of PrincipalEQ/JPMorgan Value OpportunitiesMFS UtilitiesGuaranteed Interest Option71 The Structured Investment Option tracks the S&P 500 Price Return Index so if the index goes up at the end of the Segment s investment period (which lasts one year, three years, or five years, depending on Segment selected), amounts in the Segment earn the same rate of return as the Index up to the Segment s Performance Cap Rate. If the S&P 500 Price Return Index goes down at the end of the Segment s investment period, a -10% or -20% Segment Buffer protects against the first 10% or 20% of losses. While you are protected from some downside risk, if the negative return is in excess of the Segment Buffer, there is risk of substantial loss of principal. AXA Equitable may, upon advanced notice, discontinue, suspend, or change Segment offerings.

5 The Structured Investment Option prospectus contains more information on Segment offering limitations and restrictions. The Structured Investment Option does not involve an investment in any underlying portfolio. Instead, it is an obligation of, and subject to, the claims-paying ability of AXA Equitable Life Insurance Company. 2 The S&P Price Return Index comprises 500 of the largest companies in leading industries of the economy. Larger, more established companies may not be able to attain potentially higher growth rates of smaller companies, especially during extended periods of economic expansion. Standard & Poor s , S&P 500 and Standard & Poor s 500 are trademarks of Standard & Poor s Financial Services, LLC, ( Standard & Poor s ) and have been licensed for use by AXA Equitable Funds Management Group, LLC. The Structured Investment Option is not sponsored, endorsed, sold or promoted by Standard & Poor s and Standard & Poor s does not make any representation regarding the advisability of investing in the Structured Investment Option.

6 3 This optional feature is available for an additional cost. Early withdrawals from the Personal Income Benefitsm account value or withdrawals from your Personal Income Benefitsm that exceed your Guaranteed Annual Withdrawal Amount may significantly reduce future Guaranteed Annual Withdrawal Amount payments. An excess withdrawal is caused when you withdraw more than your Guaranteed Annual Withdrawal Amount in any contract year from your Personal Income Benefitsm account value. The Personal Income Benefitsm feature is not appropriate if you do not intend to take withdrawals prior to annuitization. The Personal Income Benefitsm may not be available in all states or in all plans. Guarantees are based on the claims-paying ability of AXA You will incur higher costs with these portfolios than if you were to invest directly in the underlying portfolios.

7 However, not all of the underlying portfolios may be available as investment options in your contract. An investor investing directly in the underlying portfolios would not receive the asset allocation and rebalancing services provided by AXA Equitable . Before investing in any of these investment options, you should consider your risk tolerance, personal circumstances, and complete financial situation. Any investment in the Target Date Allocation portfolios is not guaranteed and it is possible to lose money, including at and after the target The AXA/Franklin Templeton Allocation Managed Volatility is a combination of three Franklin Templeton portfolios: the AXA/Franklin Balanced Managed Volatility, the AXA/Templeton Global Equity Managed Volatility, and the AXA/Mutual Large Cap Equity Managed An investment in the EQ/Money Market Portfolio is neither guaranteed nor insured by the government, the Federal Deposit Insurance Corporation or any other government agency.

8 Although the portfolio seeks to preserve the value of your investment at $ per unit, it is possible to lose money by investing in the No more than 25% of any contribution can be allocated to the Guaranteed Interest Option (GIO). We will not process any transfer requests that would result in more than 25% of the account value in the GIO. These allocation and transfer restrictions are currently waived in all states. We will notify participants 45 days in advance if these restrictions are re-imposed. Guarantees are based on the claims-paying ability of AXA Equitable Life Insurance Portfolio features AXA s proprietary managed-volatility strategy (or may invest in underlying portfolios that feature this strategy) that currently utilizes futures and options to manage equity exposure when market volatility increases above specific thresholds set for the portfolio.

9 It is not possible to manage volatility fully or perfectly, which could cause these portfolios to underperform or experience losses. Please see your prospectus for more on the investment method selected, there may be restrictions on the amounts that can be transferred out of the Guaranteed Interest Option. These restrictions are currently waived. We will notify participants 45 days in advance if these restrictions are flyer must be preceded or accompanied by a EQUI-VEST variable annuity is a long-term financial product that is generally used for retirement purposes and includes, among other fees and charges, a charge for withdrawals that exceed the free withdrawal amount. The amount of the withdrawal charge we deduct is equal to 5% of any contribution withdrawn attributable to contributions made during the current and five prior contract years measured from the date of the withdrawal.

10 Withdrawal charges will no longer apply after the completion of 12 contract years. In general terms, an annuity is a contractual agreement in which payments are made to an insurance company, which agrees to pay out an income stream or a lump sum amount at a later in the annuity s variable investment options are subject to market risk, including the loss of principal. Variable investment options can fluctuate in value and are not guaranteed. Individuals cannot directly invest in an types of benefits may not be available in all jurisdictions. This document is not a complete description of all material provisions of the is a registered service mark of AXA Equitable Life Insurance : AXA Equitable Life Insurance Company (AXA Equitable )Co-distributed by affiliates AXA Advisors, LLC and AXA Distributors, LLC (members FINRA, SIPC).


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