For financial professionals working with business owners, navigating the intricacies of succession planning can be daunting.
Allianz Life Insurance Company of North America leads the way with Index Lock, an industry-first indexed universal life (IUL) insurance feature.
As financial products grow more complex and customer expectations rapidly evolve, innovation must be more than a slogan—it’s a necessity.
In an increasingly unpredictable market, the old playbook of chasing past performance just doesn’t cut it anymore. Indexed universal life insurance (IUL) has long been a powerful tool…
Actionable insights, innovative strategies, and exclusive tools to help you serve clients better and grow your business.
Heidi Vanderkloot, SVP and Head of FMO Distribution for Allianz Life Insurance Company of North America (Allianz), discussed with INN how Allianz is adapting to meet evolving consumer demand.
When you’re considering potential clients for life insurance, the middle market may not be your first choice. Certainly, high net worth clients who need tax planning strategies, flexible estate planning strategies and a larger death benefit are a lucrative market.
How Allianz maintains 2,000 premium finance policies, demonstrating outstanding persistency while continuing to bring in new, high-quality premium finance business — even in a volatile market environment.
To enable financial professionals in providing much-needed strategies for small-business owner clients, Allianz Life Insurance Company of North America (Allianz) Advanced Markets commissioned a survey* of small-business owners to uncover the unique challenges they face.
Allianz Life Insurance Company of North America (Allianz) is helping producers position themselves as highly-experienced and knowledgeable in various industries. David R. Foster, JD, AEP, CLU, ChFC, CAP, FLMI, Advanced Markets attorney and Senior Director of Advanced Markets at Allianz, explains how.
How Allianz is leading the evolution with enhanced client education and the potential for greater indexing control Allianz Life Insurance…
When affluent families consider acquiring life insurance, there may be a concern about having to liquidate profitable assets in order to meet their premium payment obligations for the larger policy they require. And that’s not the only issue – it’s vital that the policy be arranged so gift taxes are not levied on the premium payments, and estate taxes not levied on the death benefit proceeds.
Today fixed index universal life (FIUL) represents 25% of a $2.7 billion total life insurance market.1 With so much at stake, it pays to stay on top of how this product segment continues to evolve. With so much at stake, it pays to stay on top of how this product segment continues to evolve.
Long-term financial planning strategies require a financial professional to consider the impact of a client’s death on loved ones. However, historically, financial professionals focused only on preparing the assets for the beneficiaries.
Allianz Life Insurance Company of North America (Allianz) offers innovative fixed index universal life (FIUL) insurance products that provide clients death benefit protection, flexibility and tax advantages.
It is common knowledge that successful financial strategies include a mix of various assets and financial vehicles, like company-sponsored qualified plans, savings accounts and securities. However, financial advisors often omit life insurance as a critical component of their clients’ strategies.
