Retirement Trends and Topics

Allianz Life subject matter experts are available to provide commentary on a variety of financial management topics; research studies, and common financial planning issues such as Social Security, estate planning, and tax-efficient income planning strategies.

Kelly LaVigne

Kelly LaVigne

JD
VP of Advanced Markets

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

paul_kelash

Paul Kelash

VP of Consumer Insights

Consumer research, personal finance insights and financial 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.

matt_gray

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 manages 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.

todd_hedtke

Todd Hedtke

Senior Vice President, Chief Investment Officer, Allianz Life Insurance Company of North America

Chief Investment Officer, AIM

brian_muench

Brian Muench

VP of Investment Management, Allianz Life Insurance Company of North America

President & Managing Director, AIM

rosanne_kropp

Rosanne Kropp

VP of Investment Strategy, Allianz Life Insurance Company of North America

Managing Director, Investment Strategy, AIM

john_bredemus

John Bredemus

VP of Investment Strategy, AIM

Charles Ripley

Charlie Ripley

AVP of Investment Strategy, AIM

johan_grahn

Johan Grahn

AVP of Portfolio Management, AIM

Media contacts

Brett Weinberg

763.765.7160
brett.weinberg@allianzlife.com

Jeff Faust

763.765.6614
jeff.faust@allianzlife.com

› Return to top