In this session, we’ll discuss ways to seek to improve retirement portfolio outcomes and add some income strategies for clients who may be uncomfortable depending solely on market returns. We’ll model portfolios with and without potential guaranteed income annuity solutions and explore ways annuities can be used in the portfolio to deliver efficient, guaranteed income while allowing for varying levels of growth potential and downside protection.
Specifically, the webinar will discuss:
- Annuities have evolved in response to many of the historical misconceptions
- New risk reward framework for a retirement income portfolio
- Using Monte Carlo analysis to quantify the value of guaranteed lifetime income
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Mark Paulson
Vice President of Hedging Business Development
Allianz Investment Management U.S. LLC
Alan Mijes
Regional Vice President | Southeast Region
Allianz
Diana Britton - Host
Managing Editor
WealthManagement.com
Information and interactive calculators are made available as self-help tools for independent use. Allianz Life Insurance Company of North America (Allianz) cannot and does not guarantee their accuracy or their applicability to any individual circumstances. This analysis is based solely on the hypothetical information used. The results presented by this calculator are hypothetical and for illustrative purposes, and do not represent current or future performance of any specific financial product. No guarantees are made as to the accuracy of any projection. All financial products carry a degree of risk, and past performance is not a guarantee of future results. Before recommending the annuity, a financial professional is required to be 1) insurance licensed in all states where business is solicited and 2) appointed by Allianz Life Insurance Company of North America. Insurance law prohibits securities-only licensed advisors from recommending a specific allocation, in dollars or percentages, between securities and insurance products and/or offering research, analysis, or recommendations to a prospective client regarding specific insurance products, including annuities.
Allianz Life Insurance Company of North America does not provide financial planning services.
Allianz Investment Management U.S. LLC is a wholly-owned subsidiary of Allianz Life Insurance Company of North America. Both are part of the Allianz Group. These entities are not affiliated with Diana Britton or WealthManagement.com.
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 www.allianzlife.com
This content does not apply in the state of New York.
For financial professional use only - not for use with the public