AOAExcel Launches Enhanced Partnership With AXA Equitable

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NEW YORK and ST. LOUIS— AOAExcel has expanded its relationship with AXA Equitable, one of the largest insurance and retirement planning companies in the U.S., to offer an enhanced suite of retirement planning solutions to members of the American Optometric Association.

AXA Equitable provides turnkey retirement planning programs to ODs via AOAExcel, now with a larger menu of products and services to help ODs achieve their retirement goals. AOAExcel is a wholly owned subsidiary of the AOA that offers practice management and business services to ODs nationwide.

AXA Equitable’s retirement solutions include 401(k) programs for micro, small to mid-size businesses and individual annuities for members who are looking for individual retirement planning strategies. AXA Equitable provides members with a dedicated retirement program professional who is acutely focused on OD plan design and will work with each doctor, one-on-one, to determine what type of plan or combination of plans will work best.

“Since 1968, AXA Equitable has been helping business owners identify and reach their retirement planning goals in a cost-effective manner,” said Tracey Gray-Walker, managing director of AXA Equitable’s Association Business. “We are excited to bring AOA members access to our full suite of retirement planning products and services.”

Joe Ellis, OD, past president of the AOA and chairman of the board of AOAExcel said, “AOA members are encouraged to take advantage of this newly expanded member benefit to help them save now and provide retirement income in the future.”

To learn more visit ExcelOD.com/members-retirement or call (800) 523-1125, ext. 6212.