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See what's new in our life insurance marketing
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See what's new in our life insurance marketing
Source: Allianz 2024 Q3 Quarterly Market Perceptions Study
Using historical interest rates to highlight the accumulation potential of our policies.
Actual usage data on how clients use Index Lock and Auto Lock to help capture market gains.
Show clients how choosing multiple allocation options can help them seek the results they need.
Life insurance as a financial vehicle that can help support and protect long-term goals.
Be assured that we’re here for the long run and offer products that help meet your client’s needs.
Use these templates to reach out to financial professionals about Allianz Life Accumulator® Indexed Universal Life Insurance Policy and its features.
'Why the Middle Market' Approved Outlook Email Template (DOC)
'Advanced Markets Overview' Approved Outlook Email Template (DOC)
'Life in Retirement' Approved Outlook Email Template (DOC)
'The Power of Accumulator' Approved Outlook Email Template (DOC)
'Index Lock' Approved Outlook Email Template (DOC)
'Why target women business owners' Approved Outlook Email Template (DOC)
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)
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
1The death benefit is generally income-tax-free when passed on to beneficiaries.
2Policy loans and withdrawals will reduce the available cash value and death benefit and may cause the policy to lapse, or affect guarantees against lapse. Withdrawals in excess of premiums paid will be subject to ordinary income tax. Additional premium payments may be required to keep the policy in force. In the event of a lapse, outstanding policy loans in excess of unrecovered cost basis will be subject to ordinary income tax. If a policy is a modified endowment contract (MEC), policy loans and withdrawals will be taxable as ordinary income to the extent there are earnings in the policy. If any of these features are exercised prior to age 59½ on a MEC, a 10% federal additional tax may be imposed. Tax laws are subject to change and you should consult a tax professional.
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.