Steps you should take with your clients
AXA Equitable will be reaching out directly to your eligible clients to inform them of the offer and encourage them to seek your advice. You play an important role in helping them make well-informed decisions, and this can be a great opportunity for you to reconnect with them and ensure that their financial plans are on track to meet their evolving needs.
- Review the list of eligible clients that you received in the mail, or go to your book of business to see which clients are eligible for which offer(s).
- Reach out to each client and review the client brochure and client letter with the attached offer comparison table to ensure that they understand their options.
View a sample letter and brochure sent to your clients. - Emphasize that this is a choice, and that there is no pressure to accept the offer. These offer(s) are completely voluntary.
- Review the pros and cons of each offer and walk them through the list of reasons contained in the brochure for accepting or not accepting the offers. Consider their personal circumstances to identify which reasons resonate most.
- Encourage them to discuss the offer with their tax and legal advisors.
- If they choose to accept, make a plan for how they will redeploy their assets. If they are selecting the Partial Buyout Option, help them complete and submit the appropriate paperwork.
