Flexible Estate Planning
Use the following resources as you help your clients design strategies to accomplish various estate planning goals while retaining a level of flexibility.1
Use the following resources as you help your clients design strategies to accomplish various estate planning goals while retaining a level of flexibility.1
There are many different forms of compensation and benefits an employer may offer to retain, recruit, and motivate the talent they need for their company to succeed. The following resources will assist you as you discuss key employee compensation strategies with clients.1
For access to all of our marketing tools and resources, log in to our secure agent website or call the Life Case Design Team at 800.950.7372.
1 Fixed index universal life insurance can provide a potential solution to advanced markets strategies. You should encourage your clients to consult their tax advisor and/or attorney to discuss their specific situation.
This content is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, its affiliates, and their employees and representatives do not give legal or tax advice. Customers are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations.
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Product P64339 is issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.950.1962.
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For financial professional use only – not for use with the public.