Allianz Life Insurance Company of North America has rolled out a suite of products to enable RIAs to manage risk in a more effective manner.
Heather Kelly will be in charge of deploying the new Allianz Advisory Solutions offering. Kelly is the senior vice president of Advisory and Strategic Accounts at Allianz Life.
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The new proposition is based on three core pillars.
One of them is risk management solutions with products spanning across practice models and partner affiliations and covering annuities, life insurance and AllianzIM Buffered Outcome ETFs.
The aim is to support advisers’ longevity plans, address portfolio volatility as well as enhance quantifiable financial outcomes for clients.
The second pillar is advanced strategies and planning to offer support to enable advisers to address the risks in the challenging market conditions.
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By GlobalDataAllianz Life’s fintech team and advanced planning strategists enable advisers to model annuities in planning software, address complex cases on tax rules, and also help in estate planning, among others.
The third pillar – technology and platforms – are designed to help advisers establish direct data feeds with the industry’s largest platforms.
Allianz Life, via Allianz Ventures programme, has tie-ups with Halo, LifeYield and Vestwell.
Kelly stated: “This trifecta of products, services and technology, all supported by our strategic partnerships, is truly a platform for advisers 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.”
Notably, last month, Allianz Life partnered with RightCapital, which provides financial planning software for advisers.
Earlier this year, Allianz Life collaborated with eMoney Advisor – a wealth planning system for financial advisers – to help its advisers explain the role of annuities in retirement.
