Heather Kelly, SVP, Advisory & Strategic Accounts, Allianz Life Insurance Company of North America (Allianz) joined Julie Cooling, Founder & CEO, RIA Channel to discuss how advisors can manage risk and help clients plan for retirement in today’s low income environment.
“Clients and advisors are thinking about risk a lot differently than in previous generations,” says Kelly. As people continue to live longer and low interest rates persist, advisors must factor in both market volatility and lifetime income protection when retirement planning.
Allianz, a leading provider in annuities and life insurance products, specializes in developing retirement products that help advisors and their clients generate sustainable income and plan for the future. On the investment management side, The AllianzIM Buffered Outcome ETF suite also seeks to help advisors mitigate risk and achieve long-term client goals. The AllianzIM Buffered Outcome ETF series provides upside exposure to a cap, with a level of risk management through varying buffers.
“Allianz really leans into the advisor marketplace,” says Kelly, pointing to the firm’s plethora of advisor tools, resources and connectivity into major custodians and planning platforms.
As Senior Vice President of Advisory and Strategic Accounts at Allianz Life Insurance Company of North America (Allianz), Heather Kelly is responsible for helping drive strategy, sales results, and growth through the company’s Registered Investment Advisor and Broker/Dealer partnerships.
Prior to joining Allianz, Kelly served as senior vice president at United Capital and executive vice president of United Capital Risk Management. She was responsible for deploying strategic initiatives to educate advisors and clients on how properly designed, executed, and managed insurance-based solutions can help address financial instability. Before joining United Capital, Kelly was managing director of Strategic Alliances at NFP Securities, and sales vice president at Leaders Group/Capitas Distributors.
To learn more:
Allianz Life Annuity Solutions
AllianzIM Buffered Outcome ETFs
Allianz Investment Management LLC (AllianzIM) is a registered investment adviser and a wholly-owned subsidiary of Allianz Life Insurance Company of North America.
Investment involves risk including possible loss of principal. There is no guarantee the funds will achieve their investment objectives and may not be suitable for all investors.
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the Fund, please call 877. 429.3837 or visit www.allianzim.com and review the prospectus. Investors should read the prospectus carefully before investing.
Distributed by Foreside Fund Services, LLC.