The advisory landscape is evolving. A strong partner can help you adapt with confidence.
Whether you connect with our Advisory Support Team or partner institutionally with the RIA National Accounts Team, Allianz offers the infrastructure and support to help you enhance holistic advice, streamline fee-based annuity integration, and broaden value across your client experience.
Our Advisory Support Team is here to help independent and affiliated advisors connect to the full breadth of Allianz support, including connecting advisors with our Retirement Consultants, who can provide them with access to, and education on, Allianz® fee-based annuities.
This team can also connect advisors to our RIA Concierge Desk or an outside insurance licensing partner if there is an insurance gap, and the Fintech Consulting Team for annuity modeling and platform/data integration support, annuity review support resources, and more.
Use the map below to identify your dedicated Advisory Support Team member, and contact them with questions.
Calvin Walls
Advisory Sales Support Team member
Phone: 763.765.6598
Email Calvin WallsStates covered:
AK, AR, AZ, CA, CO, HI, IA, ID, Northern IL, KS, MI, MN, MO, MT, ND, NE, NM, NV, OK, OR, SD, TX, UT, WA, WI, WY
Rich Ruiz
Advisory Sales Support Team member
Phone: 612.219.7643
Email Rich RuizStates covered:
AL, CT, DE, FL, GA, Southern IL, IN, KY, LA, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WV, Washington, D.C.
We serve as strategic partners supporting large advisory firms, third-party platforms, and institutions, from due diligence and onboarding through long-term partnership.
We work closely with firms like yours by providing structured implementation, ongoing education, and dedicated relationship support to help streamline operational workflows, enable scalability, and address the unique needs of your advisory business. Together, these efforts are designed to help you expand your holistic service model while delivering seamless access to the annuities you’ve come to know and trust.
Contact or schedule time with our primary Relationship Manager to learn more.
No insurance license? No problem. Once you’re onboarded, our RIA Concierge Desk – staffed by securities-registered and insurance-licensed professionals – can help you access and implement fee-based annuities and more. We also partner with leading intermediaries to help expand your access to insurance-based solutions.
Our Customer Relationship Specialists are available for general operational questions and support.
Call 800.328.5722 or email ria@allianzlife.com.
Connect with one of the dedicated team members above, or visit our Advisory Solutions page to explore the products and resources available to support your business.
RIA Relationship Managers market and distribute products manufactured by Allianz Life Insurance Company of North America. RIA Relationship Managers provide education and information related to products they market and do not provide financial or investment advice.
Fintech Consultants provide education and information related to our products and do not provide financial or investment advice.
Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC are not affiliated with the Leaders Group, Inc.
• 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
Allianz Life Insurance Company of North America (Allianz) and Allianz Life Financial Services, LLC do not provide financial planning services.
This content does not apply in the state of New York.
For registered investment adviser use only – not for use with the public.
