hero allianz advisory solutions

A commitment to RIAs from an industry leader in risk management

Allianz Life Insurance Company of North America (Allianz) commits dedicated resources and invests in helping independent advisors integrate risk management solutions, including annuities, as part of a comprehensive wealth management practice

Allianz Advisory Solutions

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Risk management solutions

Take advantage of our growing suite of risk management solutions for multiple planning objectives across a spectrum of practice models and partner affiliations.
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Advanced strategies and planning

Connect with our experienced team of CERTIFIED FINANCIAL PLANNER™ professionals, tax attorneys, and advanced planning strategists.
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Wealth management platforms

Integrate direct data feeds from many of the largest platforms in the industry – with full-service assistance from our dedicated tech support team.

Connect with a member of the RIA & Institutional Markets team to learn more.

By integrating insurance in your planning capabilities, we can help you develop deeper relationships with your clients and add more long-term sustainability to your practice. Benefits include:

  • Differentiation from commoditized investment planning
  • A holistic spectrum of solutions that can better equip you to fulfill fiduciary obligations
  • Improved wallet share potential and retention for your clients could invite higher valuation for your business
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Ready to implement fee-based annuities into your practice?

Connect with our Business Operations team to:

  • Request an RIA selling agreement
  • Access our retirement solutions platform
  • Establish data connectivity to better manage client accounts
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Insights and resources

2022 InvestmentNews Adviser Technology study

The annual InvestmentNews Adviser Technology study has been released for 2022. In its 10th year of publishing, this study offers timely insights into the evolving role of technology in financial advisors’ practices. From cybersecurity to the importance of client-facing data visualization, this study calls out industry innovators, tracks technology-spending trends, and identifies areas of opportunity.

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Controllable Factors and Uncontrollable Risks in a Retirement Spending Plan

As the need for consistent retirement income has increased, our analysis supports that adding a registered index-linked annuity (RILA) can help reduce a client’s exposure to uncontrollable risks impacting their retirement spending plan.

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Retirement Income Planning in a World of Greater Risk

Explore our suite of resources to find out what’s trending in retirement planning and gain a new understanding of the ways in which advisors can meet the retirement income needs of clients in today’s unsettled environment.

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Our inaugural RIA Retirement Risk Review Study

A majority of financial advisors express growing concerns about their clients' readiness to address fundamental retirement risks. Our RIA Retirement Risk Review Study examined how advisors are approaching these risks, and discovered a willingness to explore new risk-management solutions.

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Mastering the Conversation – 2022 "Wealthie" Award Finalist

WealthManagement.com 2022 Industry Awards (the “Wealthies”) honor outstanding achievements by companies, organizations, and individuals that support financial advisor success.

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Allianz risk management solutions

• Advisory and brokerage indexed annuities (Allianz)

• Buffered Outcome ETFs (AllianzIM)2

• Life insurance (Allianz)

Addressing transition and longevity risk

Index Advantage Income ADV® offers a modern approach to managing transition and longevity risk. Key elements of our product design include a robust investment chassis with a breadth and depth of index options, the ability to generate more income alpha, and the flexibility to actively manage client assets based on their individual needs.

Brokerage products

Allianz annuities provide reliable retirement income, and our life insurance offers financial protection for you and your family.

Buffered Outcome ETFs

A new series of ETFs designed to bring the Allianz Investment Management LLC hedging capabilities and track record of managing risk to the retail investor.2

Product due diligence

We provide access to our institutional portfolio managers and actuaries to work with you to analyze how implementing an annuity in a portfolio can help you more efficiently plan for longevity, address volatility, and help improve quantifiable financial outcomes.

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Advanced strategies and planning

Premier strategic and planning support from our specialized technical professionals.

Retirement income planning

We have CERTIFIED FINANCIAL PLANNER™ professionals to help model annuity products in popular planning software, like eMoney and MoneyGuidePro, so you can help improve your clients’ confidence by better demonstrating the value of risk management solutions.4
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Advanced markets

Our experienced team of tax attorneys and advanced planning strategists are available for training, technical questions, and advanced cases on tax rules and new legislation, Social Security, retirement strategies, and estate planning strategies.5
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Wealth management platforms

We integrate with wealth-management platforms for a seamless experience that helps you manage every aspect of your practice, from streamlining your discovery process and finding new leads, to account aggregation, executing trades, customized reporting, and more.

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Linking your Allianz annuity data

Allianz has several ways for advisors to receive annuity data in their technology platforms. We are continuously adding direct-feed partners to ensure advisors can facilitate reporting, billing, and managing their clients efficiently through technology.

Discretionary authority

We know it’s important to have a holistic view of your clients’ financial situations – and that your clients rely on you to help manage their assets. That’s why we give your clients the ability to provide you with discretionary authority over their Allianz annuity contract(s).
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Additional resources

Our inventory of industry insights and tools is yours to use.

Allianz Life Ventures

We leverage our Allianz Life Ventures program to provide you access to leading-edge knowledge, tools, and capabilities in the financial service industry.

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Specializing in risk management

Since 1896, Allianz Life has been honoring guarantees and keeping the promises we make to our customers. We use the extensive risk-management capabilities of Allianz Investment Management LLC (AIM US) to monitor and manage risk in real time. And we’re proud of our disciplined investment approach, which focuses on stability, reliability, and long-term gains.

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An industry leader in indexing

Allianz Life has been the leading provider of fixed index annuities for 19 of the last 22 years.6

3.7M

More than 3.7 million contracts

Our innovative products are helping more than three million Americans pursue their long-term financial goals.

Allianz Investment Management LLC global hedge platform

Our affiliation with Allianz Investment Management LLC (AIM)  provides extensive in-house capabilities that allow us to invest for steady performance and manage risk in real time. We’ve been successfully hedging our products since 1996.
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About our parent company, Allianz SE

We’re proud to be part of Allianz SE. Founded in 1890 in Munich, Germany, today Allianz SE is a global financial powerhouse serving more than 100 million customers worldwide.

Allianz SE is the world’s:

  • 38th largest company7
  • 5th largest asset manager8
  • 3rd largest company in the diversified insurance industry, based on assets9
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1 Risk management consultants market risk management solutions and provide education and information related to products they market and do not provide financial or investment advice.

2 Allianz Investment Management U.S. LLC is a wholly owned subsidiary of Allianz Life Insurance Company of North America and provides hedging services to the broader Allianz Group.

3 Increasing income opportunities are provided through an additional-cost rider.

4 Allianz Life Insurance Company of North America does not provide financial planning services.

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

6 Wink’s Sales & Market Report is published by Wink, Inc. 2000 – 2021.

7 Fortune Global 500, August 2021. Ranking based on revenue.

8 Allianz SE, P&I/Towers Watson World 500, October 2021. Ranked by total AUM.

9 Forbes Global 2000, The World’s Biggest Public Companies, May 2021.

For ETFs:

Investors may lose their entire investment, regardless of when they purchase shares, and even if they hold shares for an entire Outcome Period. Full extent of Caps and Buffers only apply if held for stated Outcome Period and are not guaranteed. The Cap may increase or decrease and may vary significantly.

Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the Fund, please call 877.429.3837 or visit www.allianzimetfs.com and review the prospectus. Investors should read the prospectus before investing.

Distributed by Foreside Fund Services, LLC.

 

For insurance products:

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, Allianz Life Insurance Company of New York, their 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 solely by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America and do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.

Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America. 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. Variable annuities are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297.

This notice does not apply in the state of New York.

For registered investment adviser use only – not for use with the public.