Portfolio Impact Report

Enhance your retirement analysis and assess the quantitative outcomes of integrating a fee-based annuity into a portfolio

Request your customized report to leverage the experience of a leader in risk management.

YOUR CUSTOMIZED PORTFOLIO IMPACT REPORT IS BASED ON YOUR:

  • Asset allocation
  • Capital market assumptions
  • Time horizon
  • Cash flow needs
  • Legacy goals

ANALYSIS FROM THE CUSTOMIZED REPORT INCLUDES:

Allianz Retirement Foundation ADV® Annuity           

  • Probability of retirement income and legacy wealth success
  • Cash flow efficiency statistic: internal rate of return
  • Portfolio values to and through retirement

Allianz Index Advantage ADV® Variable Annuity

  • Risk and return analysis: Sharpe ratio, Sortino ratio, upside/downside capture ratio
  • Portfolio accumulation
  • Distribution of returns

 

portfolio impact report

Rely on our risk-management experience.

Hedging and investment management services are provided by Allianz Investment Management LLC, a wholly owned subsidiary of Allianz Life. This experienced team of investment professionals provides active diversification, strong risk modeling, and extensive capabilities that allow us to monitor and control risk in real time.

Annuities can help your clients meet their long-term retirement goals by offering tax-deferred growth potential, a death benefit during the accumulation phase, and a guaranteed stream of income at retirement.

Guarantees are backed 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.

• 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, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. Variable products are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297.

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

Product and feature availability may vary by state, broker/dealer, and registered investment adviser.