Indexed Universal Life | Annuity Products | Riders | Universal Life | Variable Universal Life |
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Brightlife Grow
What is the name of AXA's Indexed Universal Life Product?
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Investment Edge
Which AXA Annuity includes Income Edge, an innovative feature that allowsinvestors to reduce taxes on a portion of their withdrawals?
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Guaranteed Minimum Income Benefit/ Retirement Cornerstone
What does GMIB stand for and in which AXA Annuity product can it be found in?
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Brightlife Protect
Which AXA Life Product is specifically designed to provide cost effective death benefit protection with an index link interest option?
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Optimizer
Which AXA Life Product is ideally suited for a client interested in cash accumulation while being subject to market risk?
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$50
What is the "Minimum Initial Premium" or the amount that must be paid to place the policy in force for the Brightlife Grow?
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90%
A request to withdraw what percent or more of the cash value will terminate the Structured Capital Strategies account for a client?
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1.15%
What is the rider charge for the GMIB?
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15 years
How many years would a surrender charge be applied for the Brightlife Protect?
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$100,000
What is the minimum face amount for the Optimizer?
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8
How many indexed accounts are there for the Brightlife Grow? Extra Points: Name 4 of them
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$5000
What is the initial investment for the Retirement Cornerstone Series B?
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25%
How much downside risk does the market stabilizer option protect in the Optimizer III?
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Table D
Clients at this underwriting rating or better are eligible for the Long Term Care Services Rider?
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9th year
When does the customer loyalty credit begin in the Optimizer?
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$50000
What is the minimum face amount for the Brightlife Grow?
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Protected Benefit Account
The primary goal of which account is to help the client continue to potentially build assets while assuring future income-generating power through an optional benefit
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$100,000
What is the minimum face amount in order to apply for the Long Term Care Services Rider?
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Modified Endowment Contract
In general, a policy becomes this if the cumulative amount of premiums paid less non-taxable withdrawals exceeds the cumulative 7-Pay
Premiums at any time during the first seven policy years or within seven years of a material policy change. |
10 years
What is the surrender schedule for the Optimizer?
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5, begins on 6th year
After how many years does the segment bonus of .25% begin in the core index for Bright Life Grow?
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$25000 & $1.5 Million
What is the minimum and maximum initial investment for the Structured Capital Strategies?
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$0
What is the cost for the Charitable Legacy Rider?
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8%
The premium charge for the first 2 years is what on the Brightlife Protect?
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after the 1st year, after the 2nd year
What can a client increase and decrease their face amount on the Optimizer?
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