Portfolio

Allianz Life Introduces Expanded Suite of Risk Management Services for Advisors

Allianz Advisory Solutions is designed to help advisors address risk in today’s challenging market

MINNEAPOLIS – October 7, 2020 – Allianz Life Insurance Company of North America (Allianz Life®), announces the expansion of its advisory channel services with the formal launch of Allianz Advisory Solutions, an expanded suite of products and services built specifically for Registered Investment Advisors (RIAs) to help enhance their risk management capabilities.

A reflection of Allianz Life’s ongoing commitment to the advisory community and leadership in risk management, Allianz Advisory Solutions is built on three core pillars:

  • Risk Management Solutions: Allianz Life offers a growing suite of risk management strategies built to help advisors more efficiently plan for longevity, address portfolio volatility and ultimately, help improve quantifiable financial outcomes for clients. Products span across a spectrum of practice models and partner affiliations and include annuities, life insurance and AllianzIM Buffered Outcome ETFs.
  • Advanced Strategies and Planning: This pillar encompasses a full range of support designed to help advisors address the uncertainties and risks associated with an increasingly challenging market environment. Allianz Life has a dedicated team of fintech and advanced planning strategists committed to helping RIAs deliver wide-ranging financial planning capabilities to their clients. Services range from helping advisors model annuities in popular planning software to addressing complex cases on tax rules and new legislation, Social Security, and estate planning.
  • Technology and Platforms: In an effort to help advisors seamlessly implement risk management into their unique planning and investment ecosystem, Allianz Life provides tech support to guide them through the process of establishing direct data feeds with many of the largest platforms in the industry. Further, Allianz Life has developed strategic partnerships with Halo, LifeYield and Vestwell through the Allianz Ventures program, providing access to leading-edge knowledge, tools and capabilities in the financial industry.

Heather Kelly, senior vice president of Advisory and Strategic Accounts at Allianz Life and a 25-year veteran of the advisory community, will be leading the deployment of Allianz Advisory Solutions.

“We built Allianz Advisory Solutions to help advisors address some of the most important practice management challenges they are facing today, including the mitigation of risk associated with retirement planning,” said Kelly. “This trifecta of products, services and technology, all supported by our strategic partnerships, is truly a platform for advisors that will not only help them demonstrate the value of risk management to their clients, but also, enhance the value they deliver to clients and build a more sustainable practice for the long-term. With Allianz Advisory Solutions, we are truly meeting advisors where they live.”

The introduction of Allianz Advisory Solutions comes on the heels of the launch of AllianzIM’s Buffered Outcome ETFs, which are managed by Allianz Investment Management LLC, and debuted in June. View here.

For more information on Allianz Advisory Solutions, please visit: www.allianzlife.com/advisorysolutions

 

 

 

About Allianz Life Insurance Company of North America
Allianz Life Insurance Company of North America, one of the FORTUNE 100 Best Companies to Work For® and one of the Ethisphere World’s Most Ethical Companies in 2020®, has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products. In 2019, Allianz Life provided additional value to its policyholders via distributions of more than $10.4 billion. As a leading provider of fixed index annuities, Allianz Life is part of Allianz SE, a global leader in the financial services industry with over 147,000 employees in more than 70 countries. Allianz Life is a proud sponsor of Allianz Field® in St. Paul, Minnesota, home of Major League Soccer’s Minnesota United.
About Allianz Investment Management LLC (AllianzIM)
AllianzIM, a wholly owned subsidiary of Allianz Life Insurance Company of North America, is a registered investment adviser and represents the Minneapolis hub of the global Allianz Investment Management network established by Allianz SE. AllianzIM provides hedging and other derivatives-based risk management solutions through its proprietary platform.
Allianz Life Insurance Company of North America, does not give legal or tax advice or advice related to Medicare or Social Security benefits. Clients are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations, or to go to your local Social Security Administration office regarding their particular situation.
Guarantees are backed by the financial strength and claims-paying ability of the issuing company. Variable annuity guarantees do not apply to the performance of the variable sub-accounts, which will fluctuate with market conditions.
Annuities and life insurance are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. Variable annuities are distributed by their affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297.