company and advisor profile

12
Who We Are AXA Company Profile

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All rights on logos and trademarks are reserved for AXA Global and AXA Philippines alone. This presentation was prepared by a licensed and bona fide distributor of AXA Philippines. DO NOT distribute without prior permission by the owner. It is also NOT for public viewing.

TRANSCRIPT

Page 1: Company and advisor profile

Who We Are

AXA Company Profile

Page 2: Company and advisor profile

AXA’s Global Presence

N&S America

Argentina

Brazil

Canada

Chile

Colombia

Mexico

Panama

USA

Europe

Austria Ireland Slovak Rep.

Azerbaijan Italy Spain

Belgium Luxembourg

Sweden

Czech Rep. Monaco Switzerland

Finland Norway The Netherlands

France Poland Turkey

Germany Portugal Ukraine

Greece Romania UK

Hungary Serbia

Africa

Algeria

Cameroon

Gabon

Ivory Coast

Mauritius

Morocco

Senegal

South Africa

Middle East

Bahrain

Lebanon

Oman

Qatar

Saudi Arabia

UAE

Asia Pacific

Australia Philippines

China Singapore

Hong Kong South Korea

India Taiwan

Indonesia Thailand

Japan Vietnam

Malaysia

AXA’s Global Presence

Page 3: Company and advisor profile

AXA’s core strength comes from over 90 billion Euros in consolidated revenues.

AXA is the 10th largest asset manager worldwide with over 847 billion Euros in assets under management and 233% solvency ratio(1).Note: (1) is  largely superior to the regulatory minimum of 100%

AXA is profitable, posting over 4,152 billion Euros in adjusted earnings.

102 million retail and corporate customers worldwide trust AXA.

AXA IS STRONG/

AXA IS PROFITABLE/

AXA IS STABLE/

AXA IS TRUSTED/

(Source: AXA Group Profile 2013)

AXA Global Performance

Page 4: Company and advisor profile

AXA Global 500

In 2012,

AXA ranked the 25th largest company in the worldin terms of revenues, across all industries,

in the Fortune Global 500 listing.

No other insurance company ranks higher.

Page 5: Company and advisor profile

AXA Best Global Brands

AXA is the 53rd most valuable brand in the world today and the 6th

most valuable brand in the financial services

industry.

Again, no other insurance company

ranks higher.

Page 6: Company and advisor profile

AXA Philippines

The world's largest insurance and

investment company

One of the Philippine’s largest financial conglomerates

Page 7: Company and advisor profile

AXA Philippines Industry Ranking

Source: Insurance Commission

After only 12 years in the industry, AXA has garnered the #3 spot in the industry in terms of Total Premium Income (which includes payments from previous years).

Page 8: Company and advisor profile

About Me

The Financial Consultant

Page 9: Company and advisor profile

RAE RIVERA-CASASBackground

/ Former program coordinator for projects on policy advocacy and research in IT.

/ Degrees Earned: MA Urban and Regional Planning, UP Diliman

BA Public Administration and Governance, UP Diliman

Page 10: Company and advisor profile

RAE RIVERA-CASASFinancial Advisor

/ Graduated with distinction from the Registered Financial Consultant course with the International Association for Registered Financial Consultants (IARFC).

/ Currently part of the selected advisors involved in the AXA Certified Estate Planning Program (ACEP)

Page 11: Company and advisor profile

RAE RIVERA-CASASMy Mission

Equipping and enabling Filipino families, entrepreneurs, professionals, and enterprises

to make the wisest and most responsible decisions that will lead them to

financial independence all throughout their lifetime.

Page 12: Company and advisor profile

How My Business Grows

HOW MY BUSINESS GROWS(a) Directly, when people avail of my services and become my clients.

(b) Indirectly, when people give me opportunities to network with more people who avail of my services and become my clients.