To identify potential financial strategies for small-business-owning clients, you must first understand their biggest goals and concerns.
The 2022 Small Business Owner Survey† — commissioned by the Advanced Markets team of Allianz Life Insurance Company of North America (Allianz) — uncovers valuable insights financial professionals can use to capture a piece of this vast market and serve their small-business clients better.
Their knowledgeable team of professionals can help you identify strategies to address the unique challenges of the small- to mid-size business owner community — and explore how a fixed index universal life insurance policy could play a role in a potential solution.
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† Allianz Life conducted an online survey, the 2022 Business Owners survey April 20-May 9, 2022, with 516 small- to medium-size business owners. Respondents must own a business where they are actively engaged in day-to-day operations, employer at least 5 people, and have a past 12 month revenue of $500k+.
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Fixed index universal life insurance requires qualification through health and financial underwriting.
Allianz Life Insurance Company of North America does not provide financial planning services.
Producers should encourage their clients to work with qualified tax advisors or attorneys when considering the various planning strategies.
This content is for general educational purposes only. It is not intended to provide fiduciary, tax or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, its affiliates, and their employees and representatives do not give fiduciary, tax or legal advice. Customers are encouraged to consult with their own legal, tax and financial professionals for specific advice or product recommendations.
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