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February 07, 2012 @ 06:36 AM

Dow Jones Industrials 12,845.13- 17.10
Nasdaq Composite 2,901.99- 3.67
S&P 500 1,344.33- 0.57

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Axa Advisors

Jay D. Keener, ChFC, CLU

As a financial professional with AXA Advisors, LLC, I'm dedicated to helping individuals and businesses address their financial objectives. The financial service marketplace is constantly changing and requires that financial professionals continuously develop their professional skills. I have regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the following programs: Chartered Life Underwriter from the American College in Bryn Mawr, Pennsylvania Chartered Financial Consultant from the American College in Bryn Mawr, Pennsylvania My academic achievements include: Bachelor of Arts Degree from Wichita State University Masters Degree from Wichita State University To expand my knowledge and grow professionally, I recently completed the course work for a Wharton Certificate in Retirement Planning. The Certificate was awarded based on completion of a training program at the Wharton School, University of Pennsylvania. My education, 32 years of experience, and professional affiliations have fostered my common sense approach to offering financial services to my clients. My philosophy is to help my clients develop a financial strategy that is consistant with their financial goals and investment objectives, and then if suitable, provide the appropriate products and services to help fund that strategy. Maintaining a strong sense of community and a solid professional foundation are very important to me.

My community activities and professional affiliations include: 

Wichita Estate Planning Council

Past President, Wichita Chapter of National Association of Financial Advisors

Past President, Wichita Chapter of the Society of Financial Services

Life Member,Million Dollar Round Table

Member, Andover Area Chamber of Commerce

Member, Andover Optimist Club

My wife of 45 years, Sandy, and I live in Andover, Kansas.

Newsletters

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

More Newsletters →

Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Contact Info

Phone: Office (316)263-5761 Direct (316)201-9307

jay.keener @axa-advisors.com

Local Office | Branch Office


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