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Allianz Life Subject Matter Experts

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Financial Services – Industry and Regulatory Trends & Topics

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.

Carlota Balet Gusils

Financial Crimes Unit Senior Director, Money Laundering Reporting Officer

Financial crimes, including anti-money laundering, fraud, corruptions, and sanctions; compliance investigations and surveillance

Kumar Das Gupta

SVP, Head of Enterprise Operations

New business delivery; policyholder services; financial professional services; policy administration system initiatives; process transformation

Angela Hollan

VP, Head of Government Relations

Regulatory and legislative proposals; trade association activity and advocacy; politics; Minnesota business community issues; geopolitical analysis

Steve Koslow

Chief Ethics and Compliance Officer

Importance of ethics and values in the insurance industry; growing and sustaining an ethical culture; using analytics to manage compliance risk; building and managing complex compliance organizations

Anthony Thomas

SVP, Distribution Sales Enablement

Field compensation structures (agent, field marketing organization, and broker/dealer compensation); navigating changes to distribution platforms

Benjamin Thomason

Head of Defined Contribution Distribution

Defined contribution retirement plans; retirement income; fiduciary governing dynamics for plan advisors, plan sponsors, and plan participants

Heidi Vanderkloot

SVP, Head of FMO Distribution

Sales and engagement strategies; strategic development; relationship and account management; financial planning and fintech solutions; risk management solutions; advisor education

Corey Walther

President, Allianz Life Financial Services, LLC

Managing risk in retirement planning; retirement income strategies; Allianz Life thought leadership studies; distribution strategies and trends; insurance (annuities and life insurance); exchange-traded funds (ETFs); sales and relationship management; diversity, equity, and inclusion; financial literacy