Use these following resources to build your knowledge so you can provide clients with life insurance strategies that can help them meet their needs.
Our Advanced Markets professionals will keep adding more essential concepts over the coming months, so bookmark this page and check back periodically.
The importance of carefully considering who should be the owner, insured, and beneficiary of a life insurance policy, to potentially avoid gift-tax consequences.
Understanding this rule and its exceptions can help you prevent life insurance policy proceeds from being taxed as income after the death of the insured.
How "insurable interest" is defined and examples, how the rule discourages financial speculation on a person’s life, and what happens if it is violated.
Help high-net-worth clients design strategies that use life insurance to accomplish estate planning goals while retaining a level of flexibility.
Learn about forms of compensation and benefits an employer may offer to recruit, retain, and motivate the talent they need – and the role life insurance can play.
Show business owners how life insurance can be an important part of their business-continuation strategy.
Call the Life Case Design Team at 800.950.7372.
This content is general information for educational purposes and is not intended to constitute fiduciary advice. Please consult your financial professional for a specific recommendation about purchasing any product.
Allianz Life Insurance Company of North America does not provide financial planning services.
The Advanced Markets team does not provide tax or legal advice, or financial planning services.
Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America.
Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.950.1962
Product and feature availability may vary by state and broker/dealer.
This content does not apply in the state of New York.
For financial professional use only – not for use with the public.
