Heather Kelly, Senior Vice President of Advisory and Strategic Accounts at Allianz Life Insurance Company Of North America, joined Keith Black, Managing Director of RIA Channel, to discuss how advisors can integrate protected income and growth solutions into their practice.
Allianz annuities allow investors to access protected income and growth. Most clients investing in annuities are in the decumulation phase of life when income is very important for them. Advisors can model annuity cash flows in various tech solutions, including eMoney, MoneyGuidePro, RightCapital, and Riskalyze, to see how retirement income impacts clients’ probability of meeting their retirement goals.
Allianz recently launched buffered outcome ETFs, bringing their hedging and risk management expertise to the ETF market. Buffered ETFs allow investors to participate in the growth potential of equities while reducing exposure to volatility and downside risk. Buffered ETFs may be attractive to investors nervous about market volatility or an impending recession.
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Learn About Buffered Outcome ETFs