AXA Pre-Retiree Profiles

After you’ve cleared most major financial hurdles, you’re in the home stretch. If you’re ten years from retirement (and trying to shorten the last laps), you want to hit the finish line in good stride. After all, the idea is to look after the rest of your life -activities, interests and all. Our AXA Profiles take into account plans for the ideal and unexpected.

Gayle's Life Plan Single parent of 2 Suddenly asset rich (Divorce settlement) Plans a home purchase High outgoing expenses Long term household responsibilities

The Flannigan's Life Plan Retirement within 8 years or sooner Voluntary redundancy Planning life changes Low outgoing expenses Health issues