At Allianz Life Insurance Company of North America (Allianz), we offer innovative risk-management solutions and support designed to fit – and evolve with – the unique needs of your practice and clients.
Allianz Advisory Solutions
Your practice
We partner with you like you partner with your own clients. Explore the expansive resources we offer to independent practices, registered investment advisers (RIAs), and investment adviser representatives (IARs) like you.
Your clients
Your clients’ needs are diverse – and so are our solutions. Learn about our modernized, fee-based annuities, life insurance products, and AllianzIM exchange-traded funds (ETFs) built to help clients navigate a range of goals, life stages, and market environments.
Allianz Investment Management LLC (AllianzIM) is a wholly owned subsidiary of Allianz.
Your choice
Get support on your terms. See how easy it is to get started with us – and begin accessing fee-based annuities, support resources, and value-add services dedicated to helping you do business your way.
Innovative fintech and data integrations
Our technology-forward integrations and dedicated teams are here to help you get plugged in and stay ahead.
Wealth management platforms
Access potential solutions through many of the industry’s largest wealth management platforms – helping enable smoother plan integration, streamlined data flow, and greater control, all from within your practice.
Retirement income planning platforms
Access tools, illustrations, and resources to help you model income-focused strategies tailored to your clients’ long-term needs.
Allianz® annuity data integrations
Simplify workflows with direct data feeds and platform-ready integrations that streamline reporting, billing, and risk management – so you can spend more time focusing on what matters most: your clients.
Learn more about our fintech and connectivity capabilities. For personalized support, reach out to fintechconsulting@allianzlife.com.
Your teams and resources, when and how you need them
Leverage hands-on support from specialized teams that understand the advisory marketplace and advocate for your success.
Advisory Sales & Support Team
From onboarding to long-term growth, our dedicated team is here to provide RIAs and financial planning institutions with the tailored guidance, product education, and strategic support you need to confidently incorporate Allianz annuity strategies into your practice – helping you manage transitions and prepare clients for longevity.
Allianz RIA Concierge Desk
No insurance license? No problem. Once you're onboarded, our Concierge Desk – staffed by securities-registered and insurance-licensed professionals – is here to help you access and implement fee-based annuities and more.
Insurance licensing partners
We also partner with leading intermediaries to help expand your access to insurance-based solutions:
Go to DPL Financial Partners’ website
Go to Halo Investing’s website
To explore additional product offerings at Allianz, connect with the respective product teams:
Your clients
Help clients feel more confident in their future with modernized annuity solutions, life insurance, and exchange-traded fund (ETF) risk-management solutions built for modern retirement needs. Plus, gain access to valuable insights, research, and tools to support them throughout all stages of retirement planning.
Modernized, fee-based annuity solutions
Access and manage fee-based annuity solutions from within your own practice. With integrated insurance access, platform compatibility, and dedicated support from our specialty teams, we help you deliver modern strategies that can bring AUM under your advisory umbrella – while offering flexible income options and other features that evolve with your clients’ needs.
Index Advantage Income ADV® Annuity
Addressing transition and longevity risks
Index Advantage Income ADV® offers a modern approach to managing transition and longevity risk. Key elements of our product design include a robust range of index options, the ability to generate more income alpha, and the flexibility to more actively manage client assets based on their individual needs.
Retirement Foundation ADV® Annuity
Addressing longevity and rising costs
Retirement Foundation ADV® Annuity offers an efficient and sustainable approach to longevity planning. It provides predictable lifetime retirement income along with opportunities for increases to help address the rising cost of living.
Explore the suite of products
Additional Annuity and Life Insurance Solutions
Offer clients expanded access to advisor-controlled solutions, including fixed index annuities (FIAs), registered index-linked annuity (RILA) brokerage, and indexed universal life insurance (IUL).
AllianzIM ETFs
Help clients manage market volatility with AllianzIM buffered exchanged-traded funds (ETFs) – built to provide a level of downside risk mitigation with growth potential. Allianz Investment Management LLC (AllianzIM), a wholly owned subsidiary of Allianz Life Insurance Company of North America, serves as the adviser to AllianzIM ETFs.
Research and resources
Get access to planning support, economic insights, and research to help deepen client relationships and improve outcomes.
Risk management and retirement planning insights
Tap into innovative insights, grounded in data, from the Allianz Center for the Future of Retirement™, part of Allianz.
Advanced planning resources
Explore strategies and planning concepts to help you guide clients through complex decisions and unique financial scenarios.
Investment insights
Access resources and support to help you manage portfolios and align investment choices with client goals.
Onboard in 3 simple phases
Register as an RIA
Take the first step toward accessing Allianz® modernized annuity products and dedicated advisor support.
If you’re an independent RIA/IAR, this is the only form you need to complete.
Register as an IAR
Once your RIA is registered, complete this form to continue onboarding, and invite affiliated IARs to register.
Register for an account
Each advisor will be invited to create an account, providing access to annuity solutions along with tools, forms, and resources tailored to support their practice and clients.
Built for where you are – and where you’re headed
Wherever you are in your journey, know we have the tools, support, and solutions to help you grow your practice, your way.
Ready to access modernized, fee-based annuity solutions through AllianzLife.com?
Contact your dedicated advisory consultant for a personalized walkthrough – or reach out with questions anytime.
No insurance license? No worries.
Our insurance licensing partners and in-house Concierge Desk make it easy for fiduciaries to access annuity and life insurance solutions – no license required.
Not ready to onboard?
Stay connected with our newsletter
Subscribe for updates on new solutions, platform enhancements, and insights tailored to fiduciary advisors like you.
About Allianz
Our holdings and credit quality
A financial product is only as strong as the company behind it. That’s why we invite you to explore our holdings, credit ratings, and asset quality – and see why, after more than 125 years, Allianz remains the trusted choice for advisors and clients alike.
Allianz Life Insurance Company of North America, Allianz Life Financial Services, LLC, Allianz Investment Management LLC, Allianz Investment Management U.S. LLC, and Allianz Life Financial Services, LLC are affiliated companies. All are part of Allianz Group.
Allianz Investment Management LLC, a wholly owned subsidiary of Allianz Life Insurance Company of North America, is a registered investment adviser and adviser to the AllianzIM ETFs.
Allianz Investment Management U.S. LLC, a wholly owned subsidiary of Allianz Life Insurance Company of North America, provides investment management and hedging services for the broader Allianz Group.
The Allianz Center for the Future of Retirement™ produces insights and research as part of Allianz Life Insurance Company of North America.
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 or to promote, market, or recommend any tax plan or arrangement. Please note that Allianz Life Insurance Company of North America, its affiliated companies, and their representatives and employees do not give fiduciary, tax, or legal advice or advice related to Social Security or Medicare. Clients are encouraged to consult their tax advisor or attorney, or Social Security Administration (SSA) office, for their particular situation.
Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC do not provide financial planning services.
Advisory consultants market and distribute products manufactured by Allianz Life Insurance Company of North America. Advisory consultants provide education and information related to products they market and do not provide financial or investment advice.
Fintech consultants provide education and information related to our products and do not provide financial or investment advice.
RIA Concierge Desk members are securities registered with the Leaders Group, Inc., member FINRA/SIPC. Allianz Life Insurance Company of North America, Allianz Life Financial Services, LLC, and Allianz Investment Management LLC are not affiliated with the Leaders Group, Inc.
For insurance products
Annuities can help meet long-term retirement goals by offering tax-deferred growth potential, a death benefit during the accumulation phase, and a guaranteed stream of income at retirement.
Indexed universal life (IUL) insurance provides a death benefit that is generally paid to a beneficiary income-tax-free and the opportunity to build accumulation value.
RILAs are subject to investment risk, including possible loss of principal. Investment returns and principal value will fluctuate with market conditions so that contract value, upon distribution, may be worth more or less than the original cost.
Any distributions are subject to ordinary income tax and, if taken prior to age 59½, a 10% federal additional tax. Withdrawals will reduce the contract value and the value of any guaranteed benefits. Withdrawals taken within the contract withdrawal charge schedule will be subject to a withdrawal charge.
For more complete information about RILAs and any available variable option(s), call Allianz Life Financial Services, LLC at 800.542.5427 for a prospectus. The prospectuses contain details on investment objectives, risks, fees, and expenses, as well as other information about the RILA, index options, and any available variable option(s), which your clients should carefully consider. Encourage your clients to read the prospectuses thoroughly before sending money.
Insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Registered index-linked annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.
• Not FDIC insured • May lose value • No bank or credit union guarantee • Not a deposit • Not insured by any federal government agency or NCUA/NCUSIF
Insurance and annuities are issued by Allianz Life Insurance Company of North America. Registered index-linked annuities (RILAs) are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com (P64339, L40538-01-IADV, 95374-01-MVA-GMV)
This content does not apply in the state of New York.
Product and feature availability may vary by state, broker/dealer, or registered investment adviser.
For ETFs
Investment involves risk, including possible loss of principal. There is no guarantee the funds will achieve their investment objectives and may not be suitable for all investors.
Investors may lose their entire investment, regardless of when they purchase shares, and even if they hold shares for an entire Outcome Period. Full extent of Caps, Buffers, Floors and Spreads only apply if held for stated Outcome Period and are not guaranteed. The Cap and Spread may increase or decrease and may vary significantly after the end of the outcome period.
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the fund, please visit www.allianzIMetfs.com and review the prospectus. Investors should read the prospectus carefully before investing.
AllianzIM ETFs are distributed by Foreside Fund Services LLC. Allianz Life Insurance Company of North America, Allianz Life Financial Services LLC, Allianz Investment Management LLC, and Allianz Investment Management U.S. LLC are affiliated companies and are not affiliated with Foreside Fund Services LLC.
For investment professional use only – not for use with the public.
