Allianz Life subject matter experts are available to provide commentary on a variety of common financial planning issues and tools, as well as proprietary research studies that provide insights on how consumers can manage risks (longevity, behavioral, market, aging, inflation) to their retirement security.
Managing risk in financial planning; creating optimal income strategies; fintech software and financial planning; advanced content creation beyond product
Trust and estate planning; business succession planning; executive compensation; charitable planned giving; advanced life insurance taxation
Managing risk in retirement – longevity risk, behavioral risk, market risk, aging risk, inflation risk; financial implications of healthcare planning; annuities within trusts; budgeting and planning; wealth management; retirement income planning
Tax planning and strategy; Social Security planning; estate and legacy planning; individual retirement accounts, including traditional IRAs, Roth IRAs
As the industry’s leading provider of fixed index annuities (FIAs), our professionals are available to offer insight on all aspects of annuity and life insurance products, including product innovation, product development, product distribution, and sales trends.
IUL insurance product design and pricing; value of indexing and allocation choice in an IUL; premium financing; Actuarial Guideline 49 and IUL illustration practices
Trends in annuity and life insurance product development; actuarial pricing and reserving
Trends in ETFs
Fixed index annuities; variable annuities; index variable annuities; life insurance; fixed index universal life insurance; distribution trends; guaranteed income
Life insurance industry; universal life insurance; fixed index universal life insurance; term life insurance; Actuarial Guideline 49; underwriting
With extensive experience in financial services and government relations, our professionals can discuss a wide variety of industry and regulatory topics that affect how financial professionals help their clients manage various retirement risks.
New business delivery; policyholder services; financial professional services; policy administration system initiatives; process transformation
Regulatory issues facing the insurance industry; federal and state legislation related to the insurance industry
Advisor training and education; RIAs; fee-only financial advice; insurance products within IARs
Sustaining an ethical culture; regulatory and corporate expectations for market conduct
Financial services industry trends; broker/dealer distribution of life insurance and annuities
Annuity industry evolution; trends with robo-advisors; financial planning technology platform integration
The rapidly changing global economy dictates a need for constant innovation within the insurance industry in order to address evolving consumer preferences. Allianz Life professionals can provide perspective on both exploring and implementing new insurance solutions.
Corporate strategy, finance, and business development
Trends in annuity, life insurance, and investment product development
Defined contribution market; annuity product integration with 401(k)s; SECURE Act
Fintech landscape; venture capital; impact investing; corporate innovation
Sales ideas; financial planning software; education and adoption of insurance-based solutions within financial technology; retirement income strategies; managing risk in retirement planning; Social Security optimization
As a leading employer in the financial services industry, Allianz Life has developed an inclusive and engaging culture that has earned multiple best-workplace awards. Our professionals can comment on the changing face of financial services and the steps we’ve taken to build a culture that values employee engagement and diverse perspectives.
Insurance industry hiring and recruiting
Building an award-winning corporate culture; insurance industry hiring and recruiting; employee engagement and wellness, including social well-being, financial fitness, and physical health
Corporate social responsibility; cross-sector partnerships; nonprofit grantmaking; employee giving and volunteerism
Differences in financial and retirement planning among ethnic and racial groups; creating a safe and inclusive workplace for all
Allianz Investment Management U.S. LLC (AIM) manages investment strategies for the global insurance businesses of Allianz SE, our parent company. AIM subject matter experts are available to comment on a variety of market and economic indicators, including Federal Reserve actions, interest rates, credit markets, and economic releases.
Portfolio management; Federal Reserve actions; interest rates; credit markets; economic data – inflation, GDP, consumer confidence, housing, retail sales, jobs/unemployment
Asset management; hedging; ESG investing; investment insights; ETFs
Portfolio management; market risk; Federal Reserve actions; interest rates; credit markets; economic data – inflation, GDP, consumer confidence, housing, retail sales, jobs/unemployment
