AXA Advisors of Ohio

CONNECT

Address:

Cleveland
1001 Lakeside Avenue, Suite 1650
Cleveland, Ohio 44114

Akron
3700 Embassy Parkway, Suite 330
Akron, Ohio 44333

Columbus
7965 North High Street, Suite 140
Columbus, Ohio 43235
OH

Phone:

216.621.7715

Client Profile

All Client Profile sections and items require accurate and full completion unless otherwise noted. Leaving any part blank will delay processing. The completion of Client Profiles must precede and be submitted with all applications proprietary deferred and immediate variable annuities and fixed annuities as well as non-proprietary deferred and immediate variable annuities, fixed annuities, equity indexed products, variable life and group annuity / 401k products offered through AXA Network. Client Profiles are recommended but not required for compliance with the firm's Fact Finder policy for proprietary variable life and brokerage products. If you have any questions, consult local branch management.

If at a later date the customer's profile significantly changes, the FP should update the Client Profile and appropriate records and review investment allocations and strategies with the client.

Individual

Entity

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