Inflation Playbook

Allianz Life Insurance Company of North America
HandshakeHandshake

Partner with Allianz to stay on the offense against rising costs

With inflation still at historic levels – 8.3% over the past 12 months ending August 20221 – your clients are likely concerned about this critical topic. And according to our Quarterly Market Perceptions study,2 they’re not alone:

82%
worry rising inflation will continue to erode their purchasing power
65%
are keeping more money than they should out of the market because of worries about market loss
69%
wish they could have locked in gains when the market was high
We can help you create a game plan to help your clients stay on track. An Allianz fixed index annuity (FIA) can provide protection from market losses, guaranteed income in retirement, plus a death benefit for beneficiaries – and MUCH more.
ListList

Introducing your Allianz FIA Inflation Playbook

Inflation-fighting features

Accumulation potential

When inflation increases, typically interest rates increase as well. This can give us the opportunity to raise our participation rates and caps – and bring consumers even more accumulation potential to help combat inflation.
tile-azl-fia-playbook-accumulation

Increasing income potential

Many of our top-selling FIAs provide guaranteed lifetime income that can increase each year the annuity earns an interest credit through either built-in or additional-cost riders. And not only can our increases happen, they can happen often.
tile-azl-fia-playbook-increasing-income

Index Lock

With this powerful feature available on select FIAs, clients can lock in a level of control to help address volatility and the impact of inflation.3
tile-azl-fia-playbook-index-lock
The potential for these features to help address inflation is not guaranteed. The effectiveness of any of the strategies or features is dependent on a variety of factors, including interest rates, product caps and rates, and market index performance.

Strategic tools

CalculatorCalculator

Dare to Compare℠

Witness the power of increasing income by showing the total income potential of our FIAs over your client’s life expectancy vs. a hypothetical product or hypothetical retirement portfolio.
PuzzelPuzzel

Fintech integration

You can model Allianz FIAs in the top fintech platforms to help demonstrate how an Allianz annuity could benefit your clients as part of an overall retirement solution.
DocumentDocument

Increasing Income Kit

Use our consumer-approved content – including a retirement planning worksheet – to show your clients how an FIA with increasing income potential can help combat the effects of inflation in retirement.

Comprehensive support

ContactContact

FASTeam

Our dedicated sales professionals will answer your call FAST and are ready to provide you with case consultation, customized illustrations, and answers to any questions.

Call us at 800.950.7372

Line GraphLine Graph

First-class service model

We can help you monitor and manage your FIA accounts, including proactive alerts when your clients may have an Index Lock opportunity.3
User SettingsUser Settings

New to Allianz?

Onboarding is easy! Get trained on product, set up to submit your business electronically, and manage your business online.
BadgeBadge

Our story

Since 1896, we’ve been honoring our guarantees and keeping the promises we make to our customers.

1 U.S. Bureau of Labor Statistics – CPI Summary September 13, 2022.

2 Allianz Quarterly Market Pulse Study for 2Q 2022.

3 The Index Lock feature is available with certain index allocation options. Exercising an Index Lock may result in a credit higher or lower than if the Index Lock had not been exercised. We will not provide advice or notify you regarding whether you should exercise an Index Lock or the optimal time for doing so.

Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.950.1962

Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America.

For financial professional use only – not for use with the public.

Product and feature availability may vary by state and broker/dealer.