Strategies for business owners

Using indexed universal life (IUL) to help achieve business goals

Small businesses have a unique array of challenges – and a versatile solution

With its protection features, accumulation potential, tax advantages, and flexibility, indexed universal life insurance can be a strong potential solution to several of the issues faced by owners of small businesses and family businesses.

How business owners can put IUL to work for them

Retaining, attracting, and motivating key employees

Supplement compensation packages to help retain employees who are critical to your business.

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Buy-sell agreements

Help ensure your business succession goals are achieved and the transfer of your business is a seamless process.

Manage the risks of succession planning

Maximize business value prior to a sale by mitigating risks associated with a change in ownership.

Family business planning

Help achieve family business transition goals, taking into account both financial challenges and maintaining family harmony.

Can IUL be a solution for your business?

Talk to your financial professional to learn more about Allianz Life Accumulator™ Indexed Universal Life Insurance Policy and its role in strategies to help support your financial goals.

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; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, its affiliates, and their employees and representatives do not give legal or tax advice. Customers are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations.

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

Indexed universal life insurance policies require qualification through health and financial underwriting.

The death benefit is generally income-tax-free when passed on to beneficiaries.

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

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

Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.950.1962

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

Strategies for business owners

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