Strategies to help grow your business

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Access to Advanced Markets professionals and exclusive resources

Our Advanced Markets team can help you serve new and existing clients with strategies for adding flexibility to estate plans, fortifying retirement income plans, offering solutions for business-owner concerns, and marketing your services to specific industries.
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Advanced Markets sales materials

flexible estate planning

Flexible estate planning strategies

Help high-net-worth clients design strategies, using a life insurance policy, to accomplish various estate planning goals while retaining a level of flexibility.
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Key employee compensation

Learn about forms of compensation and benefits an employer may offer to recruit, retain, and motivate the talent they need for continued success and the role life insurance can play.
Business Succession

Business succession planning

Show business owners how life insurance can be an important part of their business-continuation strategy.
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Additional Advanced Markets sales materials

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Women-Owned Business study
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Women-Owned Business study: Fact sheet
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Small-Business Owner Study
Business valuations overview

Business valuations overview
Seeking a tax efficient portfolio

Seeking a tax-efficient portfolio
Small business life insurance overview

Small business life insurance overview
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Client videos

Flexible estate planning video

Flexible estate planning in an ever-changing environment

Why building a level of flexibility into estate planning strategies is essential.
Retaining key employees video

Tips for retaining, attracting, and motivating key employees

How different forms of compensation can help ensure the ongoing success of a business.
Buy-sell agreements video

5 tips for business buy-sell agreements

Ways to help maintain control over the details of transfer of business ownership.
Business succession planning video

Business succession planning and the need for risk management

When maximizing the value of a business prior to a sale, consider these risk management issues.
Family business and succession planning

Family businesses and succession planning: 3 steps for success

Planning for the transition of a family-owned business presents a number of unique challenges and requires careful planning.
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Ready to learn more?

Contact the Advanced Strategies and Planning Platforms Team at 800.800.3220. Or email us.

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.

Allianz Life Insurance Company of North America does not provide financial planning services.

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.