Retirement Trends and Topics

Allianz Life subject matter experts are available to provide commentary on a variety of financial management topics; Allianz Life research studies including Women, Money, and Power®, Generations Apart®, LoveFamilyMoney®, and The Gift of TimeSM; and common financial planning issues such as Social Security, estate planning, and tax-efficient income planning strategies.

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Katie Libbe

CRPC, RICP
VP of Consumer Insights

Allianz Life proprietary research, consumer finance trends, consumer education, retirement income and retirement planning strategies

deb_repya

Deb Repya

JD, CLU, ChFC
VP of Financial Planning Strategies

Social Security, estate planning, tax-efficient income planning and retirement planning strategies



waldean_wall

Waldean Wall

MSFS, ChFC, EA
VP of Financial Planning Strategies

Social Security, estate planning, tax-efficient income planning and retirement planning strategies



chuck_divencenzo

Chuck DiVencenzo

JD, CRPC
VP of Financial Planning Strategies

Social Security, estate planning, tax-efficient income planning, business continuation and retirement planning strategies

aimee_johnson

Aimee Lynn Johnson

CRPC, CLU, CDFA, ChFC
VP of Financial Planning Strategies

Women’s market, divorce, health care, Social Security, retirement planning strategies

Product trends – annuities and life insurance

As the industry’s leading provider of fixed index annuities (FIAs), Allianz Life subject matter experts are available to offer insight on all aspects of annuity and life insurance products, including product innovation, product development, product distribution, and sales trends.

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Matt Gray

VP of Product Innovation

Annuity and life insurance product development and product innovation

eric_thomes

Eric Thomes

SVP of Sales

Fixed and fixed index annuities, FMO/IMO distribution

jason_wellman

Jason Wellmann

SVP of Life Insurance Sales

Fixed index universal life insurance

Allianz Investment Management (AIM) U.S.

AIM manages investment strategies for the global insurance businesses of Allianz SE, our parent company. In the United States, AIM leaders manage more than 40 investment portfolios with more than USD $100 billion in assets under management. AIM subject matter experts are available to comment on a variety of market and economic indicators including Federal Reserve actions, interest rates, credit markets, and economic releases such as inflation, GDP, consumer confidence, housing, retail sales, and job/unemployment news.

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Todd Hedtke

SVP and Chief Investment Officer

brian_muench

Brian Muench

VP of Investment Management

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Rosanne Kropp

VP of Investment Strategies

john_bredemus

John Bredemus

VP of Investment Management

eric_thomes

Stephanie Thomes

VP of Investment Management

johan_grahn

Johan Grahn

AVP of Portfolio Management

Media contacts

Brett Weinberg

763.765.7160
brett.weinberg@allianzlife.com

Jeff Faust

763.765.6614
jeff.faust@allianzlife.com

Tessa Dahlstrom

763.765.7763
tessa.dahlstrom@allianzlife.com

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