Protect your practice:

What’s in your client files? Does your documentation clearly show why your product recommendations were suitable and that your clients understood what they were buying? Does it matter? Absolutely! Maintaining accurate and complete client files is part of a strong practice management process and can help protect you. Learn more contact your BGA.

Looking under the hood of the 1040 tax form to spot opportunities

Help your clients discover new planning opportunities.

Reviewing your client’s tax return can be an effective way to identify financial protection needs – needs that AXA may help fulfill. With sweeping changes to personal, business and estate taxation with passage of the Tax Cuts and Jobs Act, this review can be even more significant.Contact your BGA to learn more.

“Balance is not a women’s issue, it’s a business issue”

Contact your BGA:

“Balance for Better” was the theme of this year’s International Women’s Day, which was celebrated on March 8th and kicked off a year that will emphasize how gender balance is essential for businesses and communities to thrive.

 

Build on this focus by taking advantage of our women-focused materials — a compilation of materials specifically designed to help you connect with your female clients and ensure your practice is addressing their specific planning needs and growing in this key market.