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Life sales resource guide

Find home office contacts, sales tools, promotional material, and more – all in one place.

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The latest in life

See what's new in our life insurance marketing

Our Underwriting Risk-Class Upgrade Program IS BACK!

Last time we offered this program, over 90% of eligible life insurance policies got a Preferred Plus rating, automatically.1 Get the word out to your clients.
Underwriting risk class Upgrades are back
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Featured sales resources

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Interest credits are an indicator of value (PDF)

Using historical interest rates to highlight the accumulation potential of our policies.
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Lock in increases. Lock out volatility. (PDF)

Actual usage data on how clients use Index Lock and Auto Lock to help capture market gains.
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Six diversified strategies for your IUL (PDF)

Show clients how choosing multiple allocation options can help them seek the results they need.
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The benefits of life insurance in a retirement portfolio (PDF)

Life insurance as a financial vehicle that can help support and protect long-term goals.
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10 reasons to be confident about working with Allianz (PDF)

Be assured that we’re here for the long run and offer products that help meet your client’s needs.

Tools and resources

ShapesShapes

Life microsite

All the essential tools and resources to help you successfully market our policies.

Pre-approved email templates

Use these templates to reach out to financial professionals about Allianz Life Accumulator® Indexed Universal Life Insurance Policy and its features.

Contact us

Please don’t hesitate to reach out to us if you have questions or need assistance in any way.

Divisional Vice Presidents

Scott Kellen, RICP®, CLU®
Divisional Vice President
952.484.1920
scott.kellen@allianzlife.com
See Scott's Divisional sales team (PDF) 

Nate Lund RICP®, CLU®
Divisional Vice President
507.382.1161
nate.lund@allianzlife.com
See Nate's Divisional sales team (PDF) 

Brett Novielli, RICP®, CLU®
Divisional Vice President
610.322.5010
brett.novielli@allianzlife.com
See Brett's Divisional sales team (PDF) 

Kaleisha Thody, MBA, ChFC, CLU®, CRPC®
Divisional Vice President
952.999.6575
kaleisha.thody@allianzlife.com
See Kaleisha's Divisional sales team (PDF) 

Important contacts

Life Case Design Team:
800.950.7372 (option 1, then option 2)

Sales, Marketing, and Business Tools:
www.allianzlife.com/lifesalestools

Pre-Formal Underwriting:
Quick Quotes: Allianzquickquotes@allianzlife.com
Informals: lifeinsurance@send.allianzlife.com

Processing Documentation:
lifeinsurance@send.allianzlife.com

Commissions:
allianzfixedcommissions@allianzlife.com

Where to send checks for new and additional premium:
Allianz Life Insurance Company of North America
Attn: Life New Business
5901 Golden Hills Drive
Minneapolis, MN 55416

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Take the next step

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Create an illustration

Log in to our secure site to easily create an illustration and access other presentation tools.
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Visit our life microsite

Explore our extensive resources, including marketing programs, sales ideas, and videos.

1 Based on internal stats. Includes all adult applications received between 1/1/23 and 9/30/24. Juveniles are ineligible for upgrade.

IUL requires qualification through health and financial underwriting.

IUL is not a source for guaranteed retirement income. There is no guarantee that a policy will earn sufficient interest to support a loan strategy.

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

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

Products are issued by Allianz Life Insurance Company of North America, PO Box 59060, Minneapolis, MN 55459-0060. (P64339)

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

For field marketing organization use only – not for use with the public.