Covid and resulting shifts in the economy, markets and inflation have changed the way advisors and their clients perceive risk — especially risks surrounding retirement income.
To find out how these changes have affected retirement income planning, WealthManagementIQ recently conducted an in-depth survey sponsored by Allianz Life Insurance Company of North America (Allianz), involving advisors across all distribution channels. The survey results, the subject of the new report, “Retirement Income Planning in a World of Greater Risk,” found that risk management is now a key concern among advisors and clients alike.
This webinar will offer the first live look at the report’s key findings, as well as explores takeaways that can help make an advisor’s retirement planning efforts more productive. Specifically, the webinar will discuss:
- The two top risks to retirement income adequacy and what advisors can do to help clients manage them
- Retirement income preparedness: Are clients really ready?
- What advisors are missing in the switch from accumulation to decumulation
- How reframing conversations can make clients more receptive to the income benefits of annuities
- What withdrawal rate are advisors using?
All registrants will receive a free copy of “Retirement Income Planning in a World of Greater Risk.”
Annuities can help you meet your long-term retirement goals by offering tax-deferred growth potential, a death benefit during the accumulation phase, and a guaranteed stream of income at retirement.
Annuities are issued by Allianz Life Insurance Company of North America and variable products are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com.
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.
For financial professional use only – not for use with the public.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
President, Allianz Life Financial Services, LLC Member FINRA
Allianz Life Insurance Company of North America
Managing Director, Wealth Management
Kristin Letourneau, PhD
Vice President, Research