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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.

Helping clients with their required minimum distributions (RMDs)

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

The benefits of flexibility – embracing new options within holistic financial planning.

Help provide both protection and opportunity to client’s long-term financial strategy.
resources holistic planning

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?

Boomers are optimistic about retirement

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

Allianz offers Caregiver Readiness Guide

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

Millennials: Savvy in more ways than one

Helping millennials utilize their digital savviness to create a solid financial future.
resources millennials

Generation X lacks confidence in preparation for retirement

Cue the role of a financial professional!
resources generation x

FIUL and the importance of tax diversification

See how to position life insurance as your client’s financial engine.
resources fiul tax diversification

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.
tile azl resources inflation

Life insurance offers opportunity for a new approach

See how FIUL can help your client’s idle assets go further.
resources life insurance opportunity

Allianz Investment Management LLC Market Update

Read archives of key points from AIM’s market commentary.