Targeting small-business owners in six key industries

Use the following resources to better serve business-owning clients by understanding the unique challenges and opportunities within their industries – and how life insurance can play a role in strategies for employee recruitment and retention, business succession, and estate planning.
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Advanced Markets sales materials

flexible estate planning

Flexible estate planning strategies

Help high-net-worth clients design strategies, using a life insurance policy, to accomplish various estate planning goals while retaining a level of flexibility.
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Key employee compensation

Learn about forms of compensation and benefits an employer may offer to recruit, retain, and motivate the talent they need for continued success and the role life insurance can play.
Business Succession

Business succession planning

Show business owners how life insurance can be an important part of their business-continuation strategy.
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Get one-on-one support

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.

Fixed index universal life insurance can provide a potential solution to advanced markets strategies. You should encourage your clients to consult their tax advisor and/or attorney to discuss their specific situation.

FIUL requires qualification through health and financial underwriting.

This content is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, its affiliates, and their employees and representatives do not give legal or tax advice. Customers are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations.

Allianz Life Insurance Company of North America does not provide financial planning services.

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 notice does not apply in the state of New York.

For financial professional use only – not for use with the public.