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When it comes to developing an overall retirement strategy, knowledge really is power. The resources below from Allianz Life Insurance Company of North America (Allianz Life) can help clarify your own needs and goals – and give you insight into the latest research.

Planning tools

Learn about some important considerations to keep in mind as you develop a retirement strategy.

How to start preparing for retirement beyond a 401(k)

A strong strategy for retirement takes a multi-faceted approach. In order to move beyond saving money in a retirement account, people need to understand their finances, assess their retirement needs, and start to make a plan.

4 ways to fight inflation in your financial strategy

You can take steps to help you deal with inflation in the future.

Three tips to help BIPOC Americans find their first financial professional

If you’re among the BIPOC Americans who are thinking about working with a financial professional for the first time, here are three tips for finding one who can meet your needs.

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Examining Social Security misconceptions

People who have yet to retire think Social Security benefits will provide a much larger percentage of their retirement income than retirees say it actually does.

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Feeling pessimistic about the economy? It’s not just you.

A financial professional could help you identify some strategies that could help protect retirement savings from market loss during recent market highs.

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How record inflation is affecting retirement savings

Inflation has reached a level Americans have not experienced in decades. The rising cost of goods can chip away at retirement funds, and most people expect inflation to increase.

Great Resignation could affect retirement savings

How the Great Resignation could affect retirement savings

The workforce is in turmoil as the Great Resignation continues to see people retire, switch jobs, and start their own businesses.

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The value of income planning

Consider our step-by-step approach to help you identify any potential income gaps and develop solutions to help attain lifestyle goals in retirement.

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Required minimum distributions – what you should know

It’s important to understand, prepare for, and comply with RMD requirements, especially from a tax and financial perspective.


Watch our educational videos for an introduction to annuities, Social Security, and more.

Supplemental retirement income with FIUL

Life insurance can provide you a way to protect your family and help bridge the gap between your retirement savings and your retirement goals.


Looking for a level of financial certainty during times of volatility?

During times of increased volatility, Auto Lock can help you automatically capture index values – without the daily tracking of indexes.

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What steps can I take today to seek advantages in future tax environments?

No one can predict how tax policies will change in the years ahead. In this video, Allianz explains how diversifying your portfolio with fixed index universal life insurance could benefit your retirement savings.

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What are my options for growing my retirement assets?

Concerned about too much risk and too little return? An index variable annuity can potentially reduce the effects of market volatility.

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How can I protect the money I’m counting on for my retirement?

Similar to how you insure your car or home, a fixed index annuity can help protect a portion of your retirement assets.

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Could your retirement income be hurt by persistent low interest rates?

In a low-interest-rate environment, your assets may not provide the lasting income you'll need to retire comfortably. An annuity can help.

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How well can I live on a fixed income during retirement?

A long retirement is great – unless inflation erodes your purchasing power. See how annuities can help address cost-of-living increases.

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Will your retirement income take a “HIT”?

Health care, inflation, and taxes can be unpredictable expenses in retirement. See how some annuities can help protect your purchasing power.

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How long will your retirement money last?

See how the sequence of returns can affect your retirement portfolio’s value – and how an annuity can help make sure your money lasts.

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How can I take some pressure off my retirement portfolio?

See a side-by-side comparison of how a fixed index annuity combined with a retirement account can make it easier to generate income and reduce pressure as compared to a retirement account only.

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; 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 or advice related to Social Security or Medicare. Customers are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations, or the Social Security Administration (SSA) office for their particular situation.

Guarantees are backed by the financial strength and claims-paying ability of the issuing company. Variable 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

Products are issued by Allianz Life Insurance Company of North America. Registered index-linked annuities 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

This content does not apply in the state of New York.

Product and feature availability may vary by state and broker/dealer.