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Our commitment to RIAs

As an industry leader in risk management, Allianz is committed to helping registered investment advisors prepare their clients for retirement with innovative fee-based products that provide a level of asset protection¹ and the opportunity for guaranteed income in a time of growing market uncertainty.

This information is intended for registered investment advisers and investment advisor representatives. If you are not a registered investment adviser, please visit

Integrating modern advice and risk management

Advancements in risk management strategies, new technology, and deeper integration of products into the advice ecosystem are changing the financial services industry.

Allianz Advisory Solutions

We’ve made significant investments to seamlessly integrate with your practice by developing new fee-based insurance products, affiliating with insurance licensing partners, and establishing relationships with wealth management platforms.


Our fee-based annuities are designed to address your clients’ retirement risks and help facilitate stronger income planning.


We’re connected to leading wealth management platforms and have relationships with insurance licensing partners.


We help support your practice with dedicated teams, consumer and market research, thought leadership, and retirement planning tools.

Innovative fee-based products

A robust wealth-management infrastructure

We’ve established relationships and connectivity with leading wealth management platforms and third-party insurance licensing partners to facilitate business and integrate with your practice. 

Integration with wealth management platforms

We Integrate with wealth-management platforms for a seamless experience that helps you manage every aspect of your practice, from streamlining your discovery process and finding new leads to account aggregation, executing trades, customized reporting, and more.

Insurance licensing partners

With the help of our insurance licensing partners, fee-only fiduciaries can now access the life insurance and annuity markets without needing to have insurance licenses.

DPL Financial Partners


Linking your Allianz annuity data

Allianz has several ways for advisors to receive annuity data in their technology platforms. We are continuously adding direct-feed partners to ensure advisors can facilitate reporting, billing, and managing their clients efficiently through technology.

Discretionary authority

We know it’s important to have a holistic view of your clients’ financial situations – and that your clients rely on you to help manage their assets. That’s why we give your clients the ability to provide you with discretionary authority over their Allianz annuity contract(s).

How we support your practice

Here is just a sampling of the resources, tools, insights, and research you have access to. 

Market commentary

We’re proud to be affiliated with Allianz Investment Management, whose in-house investment professionals provide regular market commentary.

Market research and thought leadership

Our studies and proprietary research give you access to exclusive market insights you won’t find anywhere else. Here are just a few of our recent industry updates, advanced market insights, conversation starters, and findings from our exclusive studies.

Allianz: a leader in risk management

Since 1896, Allianz Life has been honoring the guarantees and keeping the promises we make to our customers. We use our extensive, in-house risk-management capabilities to monitor and control risk in real time. And we’re proud of our disciplined investment approach, which focuses on stability, reliability, and long-term gains.


An industry leader in indexing

Allianz Life has been the leading provider of fixed index annuities for 18 of the last 19 years.2

More than 1.5 million contracts

Our innovative products are helping more than one million Americans pursue their long-term financial goals.

Our holdings and credit quality

We invest for growth over the long term – not overnight. We manage a general account and portfolio worth more than $119 billion, which is comprised of 99% investment-grade assets.

Our global hedge platform

Our affiliation with Allianz Investment Management (AIM) provides extensive in-house capabilities that allow us to invest for steady performance and manage risk in real time. We’ve been successfully hedging our products since 1996.
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About our parent company, Allianz SE

We’re proud to be part of Allianz SE. Founded in 1890 in Munich, Germany, today Allianz SE is a global financial powerhouse serving more than 85 million customers worldwide.

Allianz SE is the world’s:

  • 38th largest company3
  • 5th largest asset manager4
  • Largest diversified insurance company, based on assets5
  • 2nd largest diversified insurance company, based on market value5

Ready to take the next step?

We’re ready to help you achieve even greater success. See how we can help grow your practice and help your clients pursue their financial goals.

1 Variable products may offer protection features as an additional-cost rider.

2 Wink’s Sales & Market Report is published by Wink, Inc. 4Q 2018.

3 Fortune Global 500, June 2018. Ranking based on revenue.

4 Allianz SE, P&I / Towers Watson World 500, October 2018. Ranked by total AUM.

5 Forbes Global 2000, The World’s Biggest Public Companies, June 2018.

Guarantees are backed by the financial strength and claims-paying ability of the issuing company. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.

• Not FDIC insured • May lose value • No bank or credit union guarantee • Not a deposit • Not insured by any federal government agency or NCUA/NCUSIF

Products are issued by Allianz Life Insurance Company of North America and variable products are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. (C95493-MVA, R95374-01-MVA, L40538)

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