Allianz Resource Hub

Welcome to our one-stop source for valuable content to help support you and your business

Want more information? Call our Sales Desk at 800.542.5427.

Why Allianz

Our mission is simple.

Allianz Life Insurance Company of North America (Allianz) is driven by the vision that our customers should be able to live their lives with confidence. That commitment is at the heart of everything we do, from our values-driven, inclusive culture, to our innovative financial products, to our responsible investment philosophy.

Learn more by downloading the resources below:

Why Allianz resources

The strength of Allianz (PDF)

Any financial product is only as strong as the company behind it. Learn more about us in The Strength of Allianz.

Stability and Reliability brochure (PDF)

Explore our investment management philosophy and cash reserves with our Stability and Reliability brochure.

True to Our Promises client brochure (PDF)

By being true to our commitments and keeping our promises, we believe we make a real difference for our clients. Find out more with the True to Our Promises client brochure.

Annuity Advanced Markets

We specialize in Annuity Advanced Markets topics and assist you with complex issues, providing case support and marketing resources.

Our specialists assist financial professionals on complex issues, providing case support and marketing resources related to wealth transfer and retirement income strategies.

Download a selection of our Annuity Advanced Markets resources below:

Tax resources

Tax Summary (PDF)

Our annual Tax Summary provides reference charts on current federal income tax rates, standard deductions, retirement plan contributions, federal gift and estate tax exclusions, and more.

Getting to know the revised Form 1040 (PDF)

Help clients determine their long-term retirement goals and work with their tax advisor with this review guide for their IRS Form 1040.

Advanced Markets Q&A booklet (PDF)

Our Q&A booklet provides clear answers to many common, complex questions that occasionally arise in your business.

Social Security resources

Social Security and Medicare guidebook (PDF)

This guidebook provides information to clients regarding Social Security and Medicare and how they can affect their overall retirement strategies.

Social Security and Medicare guide (PDF)

Our annual Social Security and Medicare guide offers a fast way to determine your clients’ Social Security full retirement age, filing strategies, and Medicare premiums.

Social Security filing strategies at a glance (PDF)

Social Security filing strategies at a glance is a reference piece that organizes several common filing strategies that can potentially enhance your clients' overall benefits.

Social Security Fact Finder (PDF)

Use our Social Security Fact Finder to help inform your clients about their Social Security benefits and how to potentially enhance their retirement income strategies.

Fintech

Resources to help integrate financial planning software into your practice

Our training and support can help you model annuities for your clients.

Download quick-start guides for modeling Allianz® annuities and case studies for some of the financial planning software we support.

MoneyGuidePro

MoneyGuidePro quick-start guide (PDF)

Case study: MoneyGuidePro with Allianz Index Advantage+ Income® Variable Annuity (PDF)

eMoney

eMoney quick-start guide (PDF)

Case study: eMoney with Allianz Index Advantage+ Income® Variable Annuity (PDF)

Nitrogen

Nitrogen quick-start guide (PDF)

SEI LifeYield

LifeYield Social Security+ quick-start guide (PDF)

Need help with an Annuity Advanced Markets case?

Give us a call at 800.800.3220.

Want to schedule a fintech consultation?

Email us at fintechconsulting@allianzlife.com.

This content is for general educational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Allianz Life Insurance Company of North America (Allianz), 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.

Allianz Life Insurance Company of North America does not provide financial planning services.

This material should not be construed as a recommendation or endorsement of any specific product, service, or firm.

Allianz Life Insurance Company of North America is an investor in SEI LifeYield LLC.

For more complete information about index variable annuities and any available 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 variable and index-linked annuity and the available 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 the issuing insurance 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, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. Variable products are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. (L40538, L40538-IAI)

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

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

For investment professional use only – not for use with the public.

Allianz Resource Hub

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