Welcome to Allianz Life of New York

Allianz Life Insurance Company of New York (Allianz Life of NY) is excited to partner with CPWM in offering the Allianz Index Advantage® New York Variable Annuity to your clients. Our first registered index-linked annuity (RILA) in New York launched on July 21, 2014, and not all RILAs are created equal. In a marketplace of industry newcomers and fast followers, turn to a trusted provider of annuities.

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Product spotlight

Allianz Index Advantage® New York Variable Annuity highlights

No product fee¹
Various levels of protection to align with various risk tolerances
Industry-leading Performance Lock feature that provides the opportunity to potentially capture gains and limit potential losses²

Learn more about Allianz Index Advantage® New York Variable Annuity

Value beyond product

From integrating annuities into your preferred financial planning software to helping to manage your book of business, we are here to support you.

Best-in-class service

Book of business alerts to help you identify new opportunities for your clients
Dedicated, on-demand support and case consultation

Fintech support team

Help integrating risk management solutions, such as annuities, in your financial planning software
Demonstrate to your clients how incorporating an annuity in their portfolio could seek to improve financial outcomes

Advanced Market tools and support

Retirement strategy resources such as Social Security and taxation strategies that can help make connections and enhance relationships.

Connect with the Sales Desk to learn more

Call the Sales Desk at 800.542.5427.

Find your support team (PDF)

¹ Contracts have withdrawal charges, additional fees for optional riders, and a $50 contract maintenance charge if the Contract Value is less than $100,000. A 1.25% mortality and expense (M&E) risk charge is assessed on variable options only.

² Executing a Performance Lock may result in your clients receiving less than the Performance Credit they would have received had you or your clients not locked the Index Option. It is possible to lock in a negative return. We will not provide advice or notify you or your clients regarding whether you or your clients should execute a Performance Lock, the optimal time to do so, or if you or your clients execute a Performance Lock at a sub-optimal time. We are not responsible for any losses related to your or your clients’ decision whether or not to execute a Performance Lock.

Allianz Life Insurance Company of New York (Allianz Life of NY) and Allianz Life Financial Services, LLC are affiliated companies and are not affiliated with CPWM.

Allianz Life Insurance Company of New York does not offer financial planning services.

Registered index-linked annuities, or RILAs, provide the performance potential your clients want with a level of protection they need. They also offer tax deferral, traditional variable options, index options, lifetime annuity payout options, and a death benefit during the accumulation phase.

RILAs are subject to investment risk, including possible loss of principal. Investment returns and principal value will fluctuate with market conditions so that units, upon distribution, may be worth more or less than the original cost.

Please note that Allianz Life Insurance Company of New York, its affiliated companies, and their representatives and employees do not give fiduciary, tax or legal advice or advice related to social security or Medicare. Clients are encouraged to consult their tax advisor or attorney or Social Security Administration (SSA) office for their particular situation.

Check the background of Allianz Life Financial Services, LLC on FINRA's BrokerCheck.

Withdrawals will reduce the contract value and the value of any potential protection benefits. Withdrawals taken within the contract withdrawal charge schedule will be subject to a withdrawal charge. All withdrawals are subject to ordinary income tax and, if taken prior to age 59½, may be subject to a 10% federal additional tax.

For more complete information about Allianz Index Advantage New York® Variable Annuity and the variable options, call Allianz Life Financial Services, LLC at 800.542.5427 for a prospectus. The prospectuses contain details on investment objectives, risks, fees, and expenses, as well as other information about the RILA and the variable options, which your clients should carefully consider. Encourage your clients to read the prospectuses thoroughly before sending money.

Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of New York and 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 New York, 1633 Broadway, 42^nd Floor, New York, NY 10019-7585, and distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. (L40538-NY03)

Product and features are available only in New York and may vary by broker/dealer.

For broker/dealer use only – not for use with the public.

Our flagship product in New York is now available at Citi Personal Wealth Management (CPWM)