The Structured Capital Strategies and Structured Capital Strategies PLUS annuities offer tax-deferred structured growth strategies that includes a built in protection feature providing you the opportunity to invest for growth, up to a Performance Cap Rate with some downside protection. There is protection from some downside risk. If the negative return is in excess of the protection level, there is risk of substantial loss of principal.
With Structured Capital Strategies and Structured Capital Strategies PLUS, investors can choose to invest in the Structured Investment Option (SIO) or in Variable Investment Options. The SIO permits individuals to invest in one or more Segments, each of which provides returns tied to the performance of a securities or commodities index for a set period of time.
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Structured Capital Strategies® and Structured Capital Strategies® PLUS, variable and index-linked deferred annuity contracts, are long-term, tax deferral financial products designed for retirement purposes. There are fees and charges associated with Structured Capital Strategies® and Structured Capital Strategies® PLUS, which include a Variable Investment Option fee that covers administrative expenses, sales expenses and certain expense risks.
Not all types of contracts, features and benefits are available in all jurisdictions and all markets. Annuities contain certain limitations and restrictions. We offer other variable annuity contracts with different fees, charges and features. Please call your Financial Professional to learn about the availability of this and other contracts.
Variable annuities are subject to market risk including loss of principal. Withdrawals are subject to normal income tax treatment and, if taken prior to age 59½, may be subject to an additional 10% federal income tax. The contractual withdrawal charge declines from 5% over a five-year period for the Structured Capital Strategies® series B. The contractual withdrawal charge declines from 6% over a six-year period for the Structured Capital Strategies® PLUS annuity.
YOU SHOULD CAREFULLY CONSIDER YOUR INVESTMENT OBJECTIVES AND THE CHARGES, RISK, AND EXPENSES OF THE STRUCTURED CAPITAL STRATEGIES, AS STIPULATED IN THE PROSPECTUS, BEFORE INVESTING. FOR A PROSPECTUS CONTAINING THIS AND OTHER INFORMATION, PLEASE CONTACT YOUR FINANCIAL PROFESSIONAL. READ IT CAREFULLY BEFORE INVESTING OR SENDING MONEY.
Structured Capital Strategies contract form #s: 2016SCSBASE-I-B-[A/B], 2016SCSBASE-I-C-[A/B], 2016SCSBASE-IADV-[A/B] and any state variations. Structured Capital Strategies PLUS Contract form #s: 2017SCSBASE-I-PL-[A/B] and any state variations.
Structured Capital Strategies 16 (April 2017 Version) and Structured Capital Strategies PLUS (June 2017 Version) are issued by AXA Equitable Life Insurance Company, NY, NY, co-distributed by affiliates AXA Advisors, LLC and AXA Distributors, LLC, (Members FINRA, SIPC).
© 2017 AXA Equitable Life Insurance Company. All rights reserved. Structured Capital Strategies® is patent-approved. Patent no. 8,645,261.
GE-116056 (6/17) (Exp. 6/19)
- AXA Equitable Financial Services, LLC
- 107.3 MB
- Requires iOS 8.0 or later. Compatible with iPad.
- Age Rating
- Rated 4+
- © 2017 AXA Equitable Life Insurance Company. All rights reserved. Patent Pending.
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