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Advanced Strategies and Planning

Premier support from our specialized technical professionals.

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Our specialists support advisors with key aspects of retirement income planning.

Contact us for case support, Advanced Markets support, and fintech consulting.

  • Live phone support
  • Continuing Education and training
  • In-person or virtual events

Call us at 800.800.3220, or
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Advanced Markets

Our team of specialists, including attorneys, actuaries, and CERTIFIED FINANCIAL PLANNER® professionals, specializes in topics including Social Security, Medicare, and IRA and qualified plan regulations.

We assist advisors on complex issues, providing case support and marketing resources related to wealth transfer, business succession, executive compensation, and planned charitable giving strategies.

In addition to providing live phone support, we offer professional speakers who deliver live or virtual Continuing Education classes and are available for virtual or live client seminars.1

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Retirement Income Planning

Allianz has made significant investments to better align with the growing adoption of financial planning tools. Our fintech consulting team will work with investment professionals to learn the most effective methods for integrating risk management solutions into a portfolio, using popular planning tools like MoneyGuidePro® and eMoney Advisor®. Our fintech consultants are the go-to resource for investment professionals and financial planning teams – offering both individual and group virtual and live training sessions.2

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1 The Advanced Markets team does not provide tax or legal advice.

2 Allianz Life Insurance Company of North America (Allianz) does not provide financial planning services.

This content is for general informational 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 Medicare or Social Security benefits. You are encouraged to consult with your own legal, tax, and financial professionals for specific advice or product recommendations, or to go to your local Social Security Administration office regarding your particular situation.

Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance 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 (RILAs) 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