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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.

Allianz offers dedicated resources to help registered independent advisers differentiate their offerings and gain opportunities to produce better outcomes for their clients utilizing fixed and index variable annuities.

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 risk-management experience.

Hedging and investment management services are provided by Allianz Investment Management U.S. LLC, a wholly owned subsidiary of Allianz Life Insurance Company of North America. This experienced team of investment professionals provides active diversification, strong risk modeling, and extensive capabilities that allow us to monitor risk in real time. Allianz Investment Management U.S. LLC provides hedging services for the broader Allianz Group.

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.

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