ASBO International Strategic Partner
We know educators are driven by passion. A career in education means helping students reach their full potential and plan for the future. Similarly, we are passionate about helping clients build their financial futures—and has been since 1859.1
They leverage their extensive knowledge and experience to create retirement plan strategies tailor-made to meet your needs and those of your employees.
The EQUITABLE difference
We offer a wide range of retirement products designed to give your plan flexibility, value, and ease of administration. Your employees have access to financial professionals who can use their in-depth knowledge of school organizations, state pension systems, and 403(b) regulations to help each employee build a sound plan for the future.
- Ranked #1 in the K–12 market, based on 403(b) plan participants and contributions.1
- One of the nation’s largest corporate providers of scholarships for students planning for college, awarding more than $1.4 million annually.2
- Grant provider to schools to help fund professional education and development for educators.
- Proud sponsor of ASBO International’s Eagle Awards, the highest honor that can be bestowed upon an ASBO member.
- Proud sponsor of the Eagle Institute, ASBO International’s premier leadership academy.
EQUITABLE’s Resources for School Business Officials
Financial professionals in the Retirement Benefits Group offer securities through AXA Advisors, LLC (member FINRA, SIPC), and, as agents of AXA Network, LLC, offer the annuity and life insurance products of AXA Equitable Life Insurance Company (New York, NY) and those of other carriers. Retirement Benefits Group is a specialized division of AXA Advisors, LLC. AXA Network conducts business in California as AXA Network Insurance Agency of California, LLC; in Utah as AXA Network Insurance Agency of Utah, LLC; and in Puerto Rico as AXA Network of Puerto Rico, Inc. AXA Advisors, AXA Network, and AXA Equitable are affiliated companies and do not provide tax or legal advice.
“EQUITABLE” is the brand name of Equitable Holdings, Inc., and its family of companies, including AXA Equitable Life Insurance Company(AXA Equitable) (NY, NY), AXA Advisors, LLC (member FINRA, SIPC) and AXA Distributors, LLC. The obligations of AXA Equitable Life Insurance Company are backed solely by their claims-paying ability.
GE-2926409 (1/20)(Exp. 6/20)
1 Facts apply exclusively and specifically to AXA Equitable Life Insurance Company (NY,NY), LIMRA Not-for-profit survey Q3 2019
2 Data as of 12/31/19
3 Student loan forgiveness services are offered through StudentLoan Tech. StudentLoan Tech helps to determine your eligibility for the Federal Student Loan Forgiveness programs. StudentLoan Tech is not an affiliate of AXA Advisors, AXA Equitable or its affiliated companies. Neither AXA Advisors, AXA Equitable nor its affiliates are responsible for the output or enrollment documents provided by StudentLoan Tech.