From the Allianz Center for the Future of Retirement
The Allianz Center for the Future of Retirement is dedicated to conducting in-depth research and providing valuable insights in the field of retirement planning and income generation.
One area of focus is driving innovation in the Defined Contribution (DC) market. This involves offering valuable and timely insights on attitudes, expectations, and strategic opportunities in this ever-evolving space.
To understand retirement income expectations and needs, the Allianz Center for the Future of Retirement surveyed 2,488 DC plan participants. The survey assessed confidence in anticipated income sources, identified potential risks and guaranteed lifetime income products and preferred support.
The first annual State of Lifetime Income report explores key findings from the survey, plus key insights into the growing momentum behind in-plan guaranteed lifetime income products.
Get insights and perspectives from knowledgeable professionals on technology, legal, and demographic considerations for guaranteed lifetime income.
Market volatility and overall economic uncertainty serve as stark reminders of the challenges facing retirement planning. Building a secure retirement foundation requires a plan capable of withstanding economic turbulence.
Explore the application of Modern Portfolio Theory to retirement income planning and the benefits of implementing in-plan annuities to address financial risks in retirement.
Get insights on participant demand, including key differences among generations and demographic groups. This blog examines results from the 2Q 2024 Quarterly Markets Perception Study from Allianz Life Insurance Company of North America.
Understanding how innovation spreads is important for ensuring widespread adoption and a more financially secure retirement for a wider range of plan participants.
This white paper looks at common retirement risks and one potential strategy for helping address them.
An interactive worksheet you can use with plan sponsors to review retirement risks and strategies for addressing them.
An actionable checklist and conversation guide for talking to clients about guaranteed lifetime income.
This white paper addresses several of the most common misconceptions about in-plan annuities.
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Addressing the complex challenges of retirement planning requires innovative thinking, grounded in data.
The Allianz Center for the Future of Retirement, part of Allianz Life Insurance Company of North America, produces actionable insights and signature research to help financial professionals prepare for the future. Drawing on more than 125 years of experience in risk management at Allianz and our history of innovation in annuities, life insurance, and ETFs (offered through Allianz Investment Management LLC¹), we provide exclusive insights to support financial professionals and their clients.
Determine how Allianz Lifetime Income+® could help enhance your DC plan offerings.
1 Allianz Investment Management LLC (AllianzIM) is a registered investment adviser and a wholly owned subsidiary of Allianz Life Insurance Company of North America.
Fixed index annuities are designed to meet long-term needs for retirement income. They provide guarantees against the loss of principal and credited interest, tax-deferred accumulation potential, and the reassurance of a death benefit for beneficiaries.
The Allianz Center for the Future of Retirement produces insights and research as part of Allianz Life Insurance Company of North America.
AllianzIM ETFs are distributed by Foreside Fund Services, LLC. Allianz Investment Management LLC and Allianz Life Insurance Company of North America are affiliated companies and part of Allianz Group, and are not affiliated with Foreside Fund Services, LLC.
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 (Allianz) does not provide financial planning services.
Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
• 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, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. (C64712-MVA)
Product and feature availability may vary by state and plan.
