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Retirement insights

Research to help you prepare for retirement

Retirement and planning tools

When it comes to developing an overall retirement strategy, knowledge really is power. The resources below, developed by our parent company Allianz Life Insurance Company of North America (Allianz), can help clarify your own needs and goals.

  • Retirement Risk Readiness Study

    Helping clients plan for retirement is a long journey filled with hurdles to overcome. But a solid financial strategy that considers many of the risks that can derail a strategy is key to helping clients achieve the retirement they have always dreamt about. Of course, part of the challenge is anticipating all of those risks. The Retirement Risk Readiness Study provides a deep dive into how Americans view some of these risks, and how those risks may or may not be impacting the way they think about and plan for retirement.

  • ESG Investor Sentiment Study

    Although much of the global attention within the ESG sector of investing has been placed on the environmental component, the study revealed that in the U.S., social and governance issues are equally as important as – or more important than – environmental record when consumers decide whether or not to invest in or do business with a company. Learn about key ESG topics, and how certain demographics view ESG criteria.

  • Visit our Research Library

All contract and rider guarantees, including optional benefits and any fixed subaccount crediting rates or annuity payout rates, are backed by the claims-paying ability of the issuing company. They are not backed by the broker/dealer from which this annuity is purchased, by the insurance agency from which this annuity is purchased, or any affiliates of those entities, and none makes any representations or guarantees regarding the claims-paying ability of Allianz Life Insurance Company of North America and Allianz Life Insurance Company of New York.

• 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, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. In New York, products are issued by Allianz Life Insurance Company of New York, 1633 Broadway, 42nd Floor, New York, NY 10019-7585. Variable products are distributed by their affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297.

In the state of New York, only Allianz Life Insurance Company of New York is authorized to offer annuities and life insurance. www.allianzlife.com/new-york

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

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    • Annuities

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