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Sell more IUL with the new Allianz Life Insurance Company of North America Client Sales Guide Download your report today and discover this client friendly guide. Inside you will find advanced strategies that are easy for clients to understand, such as: Portfolio balancing to help enhance risk/return Key employee compensation strategies Turning IUL into a
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Power up your clients’ financial future The Allianz Accumulation Advantage+™ Annuity combines some of the latest features Allianz Life Insurance Company of North America offers — into one product — to help clients enhance their accumulation potential: Premium bonus¹ on all premiums added in the first 18 months Performance Trigger crediting method for added predictability
ALLIANZ 2023 WOMEN-OWNED BUSINESS STUDY: Grow Your Client List with Women Small Business Owners Tap into the wealth of potential this rapidly expanding and evolving market offers Effectively engaging and working with women small business owners starts by understanding their unique needs, motivations and concerns. The 2023 Women-Owned Small Business Study1 by Allianz Life Insurance
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NEW CASE STUDY: Help Clients Bridge the Retirement-Savings Gap with Our Accumulation-Focused Fixed Index Annuity See how clients can experience the added advantages of: Enhanced first-year fixed rate Competitive base rate to maintain momentum Index-linked growth with a variety of allocation options Index Lock and Auto Lock to help reduce market volatility risk Download the
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Thank you for your interest! A representative will be in touch with you shortly. Please download our executive summary “Using Fixed Index Annuities with Roth IRA Conversions” below. DOWNLOAD NOW AllianzLife.com | 800.800.3220
NEW EXECUTIVE SUMMARY: Consider Leveraging Today’s Lower Income Tax Rates with a Roth IRA Conversion Help Clients Design a Tax-Efficient Retirement The ever-changing economic landscape and the likelihood of higher tax rates in the future make tax-efficient retirement strategies more important than ever. Roth IRA conversions of eligible qualified funds can offer significant benefits. And
NEW REPORT: Do the benefits of annuities with shorter withdrawal charge schedules outweigh the risks? How to Help Clients Review Their Finances Interest rates and economic uncertainty have sparked interest in annuities with shorter withdrawal charge schedules. While they may seem appealing, it’s important to assess the risk vs. reward and help clients make informed
Thank you for your interest! A representative will be in touch with you shortly. Please download our report “Do the annuities with shorter withdrawal charge schedules outweigh the risks?” below. DOWNLOAD NOW AllianzLife.com | 800.800.3220 Fixed index annuities are designed to meet long-term needs for retirement income. They provide tax-deferred accumulation potential, guarantees against the