Learning Center

Shuster Financial Group at AXA Advisors LLC

Local Office
2050 Main St. Suite 530
Irvine, CA 92614-8270
Phone:
  • 949-833-5894

Annuity

Variable annuities provide the opportunity for market appreciation — through a variety of investment options — with tax-deferral and future income. Variable annuities are designed for people willing to take on more risk in exchange for greater growth potential. While there is risk associated with a variable annuity, many offer guarantees of principal and downside protection at an additional cost and depending on contract rider availability. However, these guarantees do not apply to the investment performance or amounts held in the variable investment options.

Research Articles

  • Annuities

    An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.

  • Effects of Inflation

    Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

  • Fixed vs. Variable Annuities

    Both fixed and variable annuities could be appropriate options for an individual interested in purchasing an annuity.

  • Gifting Strategies

    Compare the advantages and disadvantages of different gifting strategies available for planned giving.

  • Retirement Plan Distributions

    When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

  • Stock and Bond Investing Alternatives

    There are other ways to invest in stocks and bonds besides owning individual shares or bonds.

Videos

California Insurance License #: 0D22990

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Shuster Financial Group, LLC is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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