Allianz Life Insurance Company of North America has partnered with eMoney Advisor, a Pennsylvania-based wealth planning system for financial advisors, to help its advisers explain the role of annuities in retirement.
The partnership gives Allianz access to eMoney’s digital planning platform eMoney Premier.
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eMoney Premier has basic and advanced planning tools as well as the eMoney client portal and advanced analytics tools.
Leveraging eMoney’s digital capabilities, the insurer will launch a new tool to help its advisers demonstrate the value of annuities through a planning lens.
Allianz Life chief distribution officer Eric Thomes said: “Offering innovative platforms such as eMoney allows us to offer advisors a tool that takes into account the need for products such as annuities, ultimately helping them create a comprehensive plan so that their clients are able to attain a successful retirement.”
eMoney relationship management head Leslie Knotts said: “Our comprehensive financial planning solutions empower our strategic partners to meet financial advisors and their clients precisely where they are through meaningful collaboration.
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By GlobalData“We continue to see innovative and novel adoption of our platform and we’re proud to partner with Allianz Life to encourage a planning-led approach.”
