Allianz Life Launches Fixed Index Annuity Content on Interactive Tool
Allianz Life is the first carrier to bring fixed index annuities to the Ensight™ Platform
The tool, powered by the EnsightTM technology platform, helps financial professionals show the value an FIA could have on an overall portfolio to their clients. Allianz Life is the first carrier to bring select FIAs to the Ensight™ platform.
Ensight™ Sales Stories create easy-to-understand, customized, engaging content to enhance presentations that highlight real client concerns about their financial future. The tool generates personalized client content, including interactive charts that show the power of lifetime withdrawals and highlight the effect of the opportunity for those withdrawals to potentially increase. It also provides side-by-side comparisons for potential retirement outcomes for a portfolio with an annuity and without one.
"This tool offers a powerful way to help clients see the positive financial impact a fixed index annuity could have on their retirement strategy." said
The tool pulls information from the client's illustration to show how an FIA can help address specific concerns such as running out of money, inflation, tax considerations, flexibility, and health care costs in retirement. It also shows how signature features can mitigate the risks of inflation and market volatility.
"Today, both financial professionals and clients increasingly expect a modern financial protection planning experience that is digital, interactive and easy to understand," said
"Tools like Ensight Sales Stories help enable educational conversations between financial professionals and their clients about the role of FIAs in their financial plans and increase the value in working with Allianz," said Vanderkloot.
About
About Ensight™
Ensight™ is the leading cloud-based insurance sales acceleration platform for more than 500 life, long-term care (LTC) and annuity distributors, thousands of financial professionals, as well as many of the largest North American insurance carriers. Headquartered in
Allianz Life and Ensight are not affiliated companies.
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Product and feature availability may vary by state and broker/dealer. This content does not apply to the state of
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