LOL, really? So again to the phone to call after trying the online customer service chat only to be told that I needed to call the customer service center that the folks that do the online chat support could not help. Checking the following day (Thursday) nothing had changed on the online dashboard for either account (both showed that my requests were being reviewed). We reserve the right to delete any brokerage customer reviews that don't meet above I was definitely given the run around. Pros: None as broker never contacted me in spite of multiple calls. 10/25/2017, Cons: Obvious bad procedures and plolicies. Jane, age 50, purchases AXA Super CritiCare with a Sum Assured of S$120,000 to cover herself against Critical Illnesses of all stages as … 4/5/2019. Different individuals have their own needs, desires, and goals. 401(k) A 401k is by far the most common retirement plan people choose and as an employer sponsored savings plan, this can be set up with your workplace. They suck. Investment performed terribly. In the event of death or total and permanent disability (before age 65) or critical illness of the Payer, future premiums of the basic policy will be waived. I spoke with Sheila several times over the phone as she was located in Philadelphia Pa. however I got the guy he was scamming me off with bunch WOW numbers, so i was like yeh I will do sign the contract and after that I gave him all the high hopes to 0 because I played the part as a fool but then i pointed out soo many thing in the contract that was hidden which he/she tried to quickly pass by the advisory started to loose confidence and started to get mumbling, Because I know how the sell and what they want you to hear and what not to hear! The customer service online chat again tells me that I have to call customer service and they do not have a different number, I begin looking online for AXA corporate headquarters to see if I can find a human being to help. Account Login . I have a trustworthy person to guide me through some of life's hardest decisions and we share our faith in Christ, which is powerful in creating a trustworthy relationship. Retirement Plan Advisors, LLC (RPA) is a Chicago-based financial advisor firm that has $581 million in client assets under management (AUM). He told me that I could get them to cancel the check and do a direct deposit but it would take almost a week since even though they had just cut the check (and hadnt actually mailed it yet according to postmark) that they had to make sure it had not been cashed. Equitable is a large life and retirement savings company. Login ID: Password: Change Password. I would strong warn anyone considering working for them or entrusting their money to them, to do a great deal of independent research. I've had an annuity with them for more than 15 years and it has never gone up. Found out that most of the premiums went towards the brokers commisions. Great caring Agent, he was not the problem, I would not want to be with anyone else. by Russ V, What does it take to get someone at AXA to call me back?? This company and their insurance brokers will rob you blind. Pros: Broker only calls annually when he want you to deposit: more deposits = more commissions for him! Not customer-oriented and dangerous. After inquiring of family and friends, I sought out AXA Equitable as I was told that Ms. Sheila was an exceptional financial planner. by Sarah Smith, AXA Equitable 401k Plan is a defined contribution plan with a 401k feature. Overall company opaque on details. They hire young recent grads and with little training coach them to lure their family and friends to come over as clients. 12/9/2018, Cons: very poor portfolio performance, lied about policies. The AXA online dashboard still does not show either account. Hopefully they can give better guidance. 7/11/2017, Cons: Impossible to get a hold of once you've given them your money. He explained that due to the time he was unable to get anyone from the right department (remember he is computer technical assistance) since they have all left for the day. We have an independent adviser who is either dead or has retired. This is just wrong!!!! I should have 80,000 in the account but have about 40,000 after eight years of putting in 1000 a month. Below 60 years old to qualify signing up for AXA SavvySaver; Start saving with as low as S$100 monthly . So I called back again taking several tries to get past the automated system to let me past the part where it wanted me to enter my account numbers (remember I use their paperless process so with my accounts no longer showing in their dashboard I didn't have account numbers). by Tom D, by Gilian, Any attempt to transfer my account resulted in exorbitant amount for fees so the math said that a transfer might "break even" after 5 years. The AXA EQUI-VEST® 201 series for 403(b) plan is a deferred annuity contract that is designed for school district employees. by Virgil, I’ll believe it when I see it. clarify what fees are associated with the product. Upon signing up for this plan, you have 2 … Axa took thousand of $ from my account by issuing a distribution instead of a rollover. I told him to stop and asked for a supervisor and was informed he was my advisor and there was no one above him. Again waiting on hold for 35 minutes I got to #4 before the system hung up on me again. Finally, I decided to end any further contributions to the company because they were horribly unprofessional, wrote me a TOUGH LUCk email about holding my money captive in a userous way, and when I asked to see where signed that agreement. Copyright 2010-2021 TopRatedFirms.com. 3/8/2018, Pros: Seemingly good investment opportunities and variety of options, Cons: Lack of implementation and trustworthiness. The worst financial decision I ever made signing on the dotted line with Axa.The only financial security there looking out for is there own.They neglect to tell there fees.The returns on the portfolio are poor.What ever you hear at the initial presentation.sounds to good to be true, and is.Wish I would I had all these's reviews … • Closing the VUL would result in a surrender charge of $15,500 on total premiums of $22,000 so I left the account open and will continue to let them withdraw $100/month on a $600,000 life insurance payout as well as take their 2.5% AUM fees. Learn about AXA culture, salaries, benefits, work-life balance, management, job security, and more. The legal boilerplate of all the documents you sign when opening your account and creating a policy hide the fact that you will pay enormous amounts for very poor performance. The policies were purchased by my Father. There should be a minus star rating for AXA. None as broker never contacted me in spite of multiple calls. No one reassured me that I would be safe and that it would be taken care of or who to go to.Another one of his colleagues kept showing up just to bother me to the point where I had to leave work in the middle of the day and pay for a taxi just to get home.These people should not be working in public schools or going to houses. On Monday no deposit to my checking account and no calls from AXA. Reviews from AXA employees about working as a Plan Manager at AXA. Apparently common sense is not so common at this company.This same assistant provided a notary for a hardship withdrawal for a client she had never met which was then sent to a client’s personal e-mail. Then I left several kind voicemails asking for a return call. AXA Equitable Life is the leading retirement plan provider in the K-12 market. Really drop dead issue that was explained to broker and phone help and included instruction on fax. Cons: Read the other reviews!!! Professional all the way. I believed the person because of our friendship and trusted far too much. DO NOT USE THESE IDIOTS. Losing money in their investment account even when the stock market was on fire. To qualify for Axa’s health insurance plan and retirement benefits, moreover, brokers must sell a certain amount of proprietary insurance-related products, including annuities. I could not be more pleased with my experience at AXA Advisors. They are independent brokers working under an umbrella company selling their products. Account Login . 6/19/2017, I'm really annoyed at the processing time and the distribution of MY MONEY when I have requested it. My opinions aren't necessary. 1/11/2019. Best SRS retirement plan for inflation-proofed income [Lifetime] – AXA Retire Happy Plus (Withdrawn) AXA Retire Happy Plus is also a great choice due to its highly flexible savings plan and income payout options that supplement your retirement funds. 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