Help clients estimate how much life insurance coverage they may need using this quick, easy calculator.
Evaluate allocation options, based on your client’s perspective on equity markets, volatility, and interest rates.
Try the toolNow you and your clients have anywhere, anytime access to inforce policy values, goals, and features.
To access My PolicyPro, log in to your Allianz account at www.allianzlife.com and search your client’s inforce policy.
Additional resources:
Use this case study tool to show your clients how their policy values could be impacted by bonuses.
Use the link below and choose “Create an illustration” in the page’s left-side navigation. In the Illustration tool, select the tool that you want to use.
Use it to help assess the likelihood of meeting the rate you’ve selected for your client’s illustration based on historical frequency.
Access the product illustration and run a report
Additional resources:
Create easy-to-understand, interactive presentations to make your client engagement more impactful.
Access through our illustration tool
Additional resources:
Show the uses of life insurance in estate-planning and helping small-business owners address several long-term concerns.
Why building a level of flexibility into estate planning strategies is essential.
How different forms of compensation can help ensure the ongoing success of a business.
Ways to help maintain control over the details of transfer of business ownership.
Risk management issues to consider when maximizing the value of a business prior to a sale.
Planning for the unique challenges involved in transitioning a family-owned business.
Help clients better understand financial issues and risks, and how life insurance can play a role in creating future comfort.
How it provides death benefit protections, helps protect finances, and provides flexibility for emergencies and other expenses.
Protect family and help bridge a gap between retirement savings and retirement goals.
See how life insurance could play an important role in tax diversification.
For access to all of our marketing tools and resources, log in to our secure agent website or call the Life Case Design Team at 800.950.7372.
Allianz Life Insurance Company of North America does not provide financial planning services.
FIUL is not a source for guaranteed income in retirement and is not a traditional college funding vehicle. FIUL provides a death benefit that is generally paid income-tax-free to beneficiaries and offers the potential to help supplement a retirement or college funding strategy through policy loans and withdrawals.
Policy loans and withdrawals will reduce the available cash value and death benefit and may cause the policy to lapse, or affect guarantees against lapse. Withdrawals in excess of premiums paid will be subject to ordinary income tax. Additional premium payments may be required to keep the policy in force. In the event of a lapse, outstanding policy loans in excess of unrecovered cost basis will be subject to ordinary income tax. If a policy is a modified endowment contract (MEC), policy loans and withdrawals will be taxable as ordinary income to the extent there are earnings in the policy. If any of these features are exercised prior to age 59½ on a MEC, a 10% federal additional tax may be imposed. Tax laws are subject to change and clients should consult a tax professional.Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America.
Product P64339 is issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.950.1962.
Product and feature availability may vary by state and broker/dealer.
This content does not apply in the state of New York.
For financial professional use only – not for use with the public.
