Allianz LEAD speaker series

Allianz presents: LEAD speaker series

We remain committed to being an industry leader in providing new ways to help you and your business adapt to our current and ever-changing environment. 

In our latest endeavor, we’ve partnered with industry-renowned speakers to bring you the Allianz LEAD series, a virtual educational opportunity designed to help you:
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Learn from thought leaders

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Enhance your insights and thrive in this new normal

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Adapt your business to succeed

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Deliver your best to your clients

Help take your business to the next level by registering below.

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Speaker lineup:

July 28 – Michael Kitces:

Five Industry Trends Reshaping Financial Advice

Technology is driving major changes in financial professionals’ business model. And these changes will only accelerate as clients shift from baby boomers to the next generations. Learn about some of the major trends affecting our industry today, and how financial professionals can adapt and move up the value chain.
Michael Kitces

July 15 – Tom Hegna:

Don’t Worry, Retire Happy … Steps for Retirement Security

Tom Hegna, CLU, ChFC, CASL, is an author, speaker, and economist who will share his thoughts on the current financial market environment and how to reach clients during these unprecedented times. Hear Tom’s approach to building powerful retirement solutions based on math and science – not opinions – to help your clients retire successfully.
Speaker Tom Henga

June 24 – Mitch Anthony:

The Best Response (And Responders) in the Worst of Times

This isn’t like anything we’ve faced before, but we have faced fear, confusion, anxiety, and panic in the past. Those who pull through it best are led by sound principles, the proper attitude, and the delivery of empathic advice. In this session Mitch Anthony shares key tactics on how to show up for your clients and the importance of what you deliver.
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June 10 – Dr. Kevin Elko:

Changing Your Mindset from Crisis to Confidence

It can be very difficult to manage different aspects of life during a crisis. You need to be there for your clients, your team, your family, and even yourself. Join Dr. Kevin Elko for this talk on how to achieve your own greatness in business and life by moving from crisis to confidence.
Kevin Elko

June 3 – Dr. Michael Finke:

Protected Income in Retirement

Now more than ever, your clients need protection within their portfolios. Hear Dr. Michael Finke talk about his research on consumer financial decisions during the COVID-19 pandemic. You’ll get key tactics for talking with your clients and tips on funding an income stream in retirement.
Michael Finke

May 27 – Erin Botsford:

Beyond the Crisis – Opportunities to Grow Your Business

Erin Botsford, Founder and CEO of The Botsford Group, has taken her decades of experience as an award-winning financial professional and condensed it into actionable and easy-to-follow tips to help you protect and grow your practice, even through a pandemic. You will not want to miss this.
Erin Botsford

Look for more speakers to be added soon!

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Thank you for your business and your continued support.

The information and opinions included in these presentations have been provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Allianz Life Insurance Company of North America or Allianz Life Insurance Company of New York. It is being provided for information purposes only and is not a solicitation for the purchase of any product, nor should it be construed as advice designed to meet the particular needs of your clients. Financial professionals should ensure they continue to follow the current policies on the use of any advertising, third-party materials, and/or social media as required by your broker/dealer and/or the carriers that you represent.

Allianz Life Insurance Company of North America, Allianz Life Insurance Company of New York, and Allianz Life Financial Services, LLC are affiliated companies, which are all part of our global parent, Allianz Group.

Annuities are long-term vehicles designed for retirement planning purposes. They provide tax deferral, a death benefit during the accumulation phase, and a guaranteed stream of income at retirement.

Variable annuities are subject to investment risk, including loss of principal, and contract values fluctuate daily. Investment returns and principal value will fluctuate with market conditions so that units, upon distribution, may be worth more or less than the original cost.

Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. In New York, products are issued by Allianz Life Insurance Company of New York, 1633 Broadway, 42nd Floor, New York, NY 10019-7585. Variable products are distributed by their affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297.

Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.

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

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