Flexible estate planning strategies

Helping to keep estate goals on track through unexpected changes.

Use the following resources as you help inform your clients on potential design strategies, using a life insurance policy, to address various estate planning goals while retaining a level of flexibility.
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Allianz Life Insurance Company of North America does not provide financial planning services.

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.

FIUL requires qualification through health and financial underwriting.

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.

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

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