Employer Markets resources

Download our resources on retirement trends and insights

Measuring retirement income outcomes (PDF)

This white paper explores three hypothetical case studies that demonstrate the impact of incorporating an in-plan annuity on participant outcomes.

State of Lifetime Income Report 2026 (PDF)

This annual survey of plan participants examines their interest in in-plan lifetime income solutions and highlights their preferred features.

Risks reframed: White paper (PDF)

This white paper looks at common retirement risks and one potential strategy for helping address them.

Product reframed: Field guide (PDF)

An actionable checklist and conversation guide for talking to clients about guaranteed lifetime income.

Product reframed: White paper (PDF)

This white paper addresses several of the most common misconceptions about in-plan annuities.

Longevity + inflation (PDF)

Find out how to help fight inflation and make retirement income last.

Growth + sequence of returns (PDF)

See how guaranteed lifetime income can help improve retirement portfolio outcomes.

Download our product materials

Consumer brochure (PDF)

Get details on how Allianz Lifetime Income+® Annuity can help build retirement income guaranteed for life.

Allianz Lifetime Income+® Advantages (PDF)

Demonstrate the advantages of offering Allianz Lifetime Income+® in a plan.

Allianz Lifetime Income+® FAQ (PDF)

View answers to common questions participants may have about Allianz Lifetime Income+®.

State approval grid (PDF)

Check if Allianz Lifetime Income+® is approved in your plan's state of domicile.

Allianz Lifetime Income+® Product Profile (PDF)

At-a-glance profile of Allianz Lifetime Income+® and its key features.

Allocation guide (PDF)

Explore available fixed and index allocation options.

How Allianz Lifetime Income+® works (PDF)

Find out how the annuity helps build and protect income that’s guaranteed throughout retirement.

Plan onboarding: What to expect (PDF)

Download our step-by-step guide for plan onboarding.

Income activation conversion packet (PDF)

Learn how to begin taking guaranteed lifetime income from Allianz Lifetime Income+®.

Annuity conversion packet (PDF)

Use this guide to move the Allianz Lifetime Income+® Annuity out of a 401(k) plan and into an IRA.

Fixed index annuities are designed to meet long-term needs for retirement income. They provide guarantees against the loss of principal and credited interest, tax-deferred accumulation potential, and the reassurance of a death benefit for beneficiaries.

Distributions may be subject to a withdrawal charge. Distributions are subject to ordinary income tax and, if taken prior to age 59½, an additional 10% federal tax.

Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America.

Annuities and life insurance are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. (C64712-MVA)

This content does not apply in the state of New York.

Product and feature availability may vary by state and retirement plan.

For institutional use only – not for use with the public.