Meet the Allianz RIA Concierge Desk

Partner with us

The Allianz RIA Concierge Desk makes it easy to integrate annuities into your practice with direct access to first-class support.

Offering innovative advisory solutions backed by the strength and stability of Allianz Life Insurance Company of North America (Allianz), our team is pleased to meet you where and how you run your business by offering:

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Access to premier strategic and planning support


Dedicated in-house fintech specialists


Cutting-edge industry research and resources


Meet the team

Dave Cass headshot
Tom Lied
Rebekah Floyd headshot
Jessi Meliza

Connect with the RIA Concierge Desk

Speed up your setup

By providing us some preliminary details about you and your firm (if applicable), our onboarding specialists will prepare the electronic documents needed to get you set up in our systems and ready to partner with Allianz as an Investment Adviser. Click below to launch the secure forms.

Concierge Desk members are securities registered with the Leaders Group, Inc., member FINRA/SIPC.

Allianz Life Insurance Company of North America is not affiliated with the Leaders Group, Inc.

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

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

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

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