Advanced Markets Sales Materials

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

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Disclaimer Trust client
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Disclaimer Trust producer
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Private finance client
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Private finance producer
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SLAT client
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SLAT producer
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Private split-dollar client
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Private split-dollar producer
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ILIT client
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Standby trust client
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Flexible estate planning strategies overview
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Clayton QTIP
Charitable remainder trusts and life insurance

Charitable remainder trusts and life insurance
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Supplemental needs trust

Key employee compensation 

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

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Key employee compensation strategies for nonprofits
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Key employee compensation strategy
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Phantom stock plans
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Nonqualified deferred compensation plans
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Stock appreciation rights plans
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Split-dollar life insurance arrangements
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Business continuation bonus plan
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Key employee restricted bonus plan
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Survivor's income protection plan

Target Marketing by Industry

Use the following resources to help design strategies for business-owning clients in specific industries.

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Agriculture
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Construction
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Manufacturing
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Commercial Real Estate
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Professional Services
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Technology

Business Succession Planning

Use these resources to see how life insurance can be an important part of your client's business-continuation strategy.

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Partnership/LLC buy-sell agreements
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Buy-sell agreements
Family Business Succession Planning producer guide

Family business succession planning producer guide
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Ready to learn more?

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.

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

Product P64339 is issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.950.1962.

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

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