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Resources for financial professionals

Our insights and resources support your conversations with clients as you help them prepare for retirement with a comprehensive financial plan.

retirement risk study wave 2

Talking to clients about risks to their retirement strategy

It’s time to start talking about and planning for specific retirement risks, both as part of the COVID-19 pandemic and beyond.

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Do your clients need a retirement risk reality check?

Many Americans expect a long retirement, but most are unprepared for when and how it will happen.

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Helping clients with their required minimum distributions (RMDs)

Ways to assist clients who need to understand, prepare for, and comply with RMD requirements.

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Half of American retirement savers are behind on savings goals

How can you help clients who are “Chasers” – anxious savers who want to catch up?

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Boomers are optimistic about retirement

How are your boomer clients feeling? Find out what this could mean for your practice.

resources caregivers guide

Allianz offers Caregiver Readiness Guide

Conversation starter: Help clients plan and not leave questions unanswered.

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Generation X lacks confidence in preparation for retirement

Cue the role of a financial professional!

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FIUL and the importance of tax diversification

See how to position life insurance as your client’s financial engine.

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Help clients plan for the impact of inflation

Americans rank inflation as a top worry about the economy, but many don’t have a viable plan to address it.

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Life insurance offers opportunity for a new approach

See how FIUL can help your client’s idle assets go further.