Allianz Life

The New Reality for Financial Professionals

Retrieved on: 
星期四, 十二月 7, 2023
Professional Services, Insurance, Finance, Asset Management, Consulting, Banking, Longevity, Lavigne, Baby boomers, Retirement, Millennials, Generation X, Allianz Life, Partnership, News, Life, Financial adviser, Marketing, Life insurance

The good news for financial professionals is that 88% of Americans say that working with a financial professional would help to ensure they can financially support all the things they want to do in life.

Key Points: 
  • The good news for financial professionals is that 88% of Americans say that working with a financial professional would help to ensure they can financially support all the things they want to do in life.
  • “Financial professionals need to listen to what consumers are saying in this data,” says Kelly LaVigne, Vice President of Consumer Insights, Allianz Life.
  • “Consumers’ desire for financial advice is as strong as it’s ever been, but financial professionals need to think more broadly about their role,” says LaVigne.
  • “To successfully serve the next generation of clients, financial professionals need to focus on collaboration, flexibility and truly understanding their clients’ values, priorities and concerns.”
    For more information on how financial professionals can respond to the new retirement reality, listen to “Rebuilding Retirement,” a new podcast series from Allianz Life .

Three Simplicity Group Partners Honored with ID Twenty Awards at The Douglas Mooers Award for Excellence Dinner at NAILBA 42

Retrieved on: 
星期二, 十一月 7, 2023
Partner, Insurance, Global Leaders Group on Antimicrobial Resistance, Allianz Life, Publication, Lincoln National Corporation, Conference, TLG, ID, National Society, Simplicity, Nationwide

SUMMIT, N.J., Nov. 7, 2023 /PRNewswire/ -- Three Simplicity Partners were honored with the prestigious ID Twenty Award at the Douglas Mooers Award for Excellence Dinner at NAILBA 42: Diana Greenberg, Jane Riley, and Nathan Jacobson.

Key Points: 
  • SUMMIT, N.J., Nov. 7, 2023 /PRNewswire/ -- Three Simplicity Partners were honored with the prestigious ID Twenty Award at the Douglas Mooers Award for Excellence Dinner at NAILBA 42: Diana Greenberg, Jane Riley, and Nathan Jacobson.
  • The ID Twenty Awards honor independent distribution's most courageous innovators and visionaries, who have made important contributions to the insurance profession.
  • "Congratulations to the Class of 2023 ID Twenty award recipients, and especially to the three individuals we are fortunate to call Partners at Simplicity," said Bruce Donaldson, Partner, President and CEO of Simplicity.
  • "Anyone who knows and works with Diana, Jane, or Nathan would agree that they are extremely deserving of this recognition.

The Future of Insurance USA & Insurance AI & Innovative Tech to Merge for 2024

Retrieved on: 
星期三, 十月 25, 2023
Risk, Insurance, EVP, Allianz Life, Innovation, Marriott Marquis Chicago, Synthetic media, Generative, Health Insurance Innovations, Distribution, Washington Marriott Marquis, Reuters, AI, Erie Insurance Group, Strategic management, Management

The Future of Insurance USA and Insurance AI & Innovative Tech will become one event, under the name Reuters Events: The Future of Insurance USA 2024, taking place May 15-16 at the Marriott Marquis Chicago.

Key Points: 
  • The Future of Insurance USA and Insurance AI & Innovative Tech will become one event, under the name Reuters Events: The Future of Insurance USA 2024, taking place May 15-16 at the Marriott Marquis Chicago.
  • "With AI & transformative tech being applied across the insurance value chain, industry conversations can no longer be siloed - and neither can we.
  • The Future of Insurance USA 2024 event brochure is available to pre-order now.
  • The Future of Insurance USA 2024 will take place May 15-16th at the Marriott Marquis Chicago.

Majority of Americans Now Worry About Higher Taxes on 401(k)s and IRAs

Retrieved on: 
星期二, 九月 26, 2023
Generation X, Men, Family, Insurance, Millennials, Finance, Consumer, Baby Boomers, Banking, Accounting, Professional Services, Other Consumer, Women, Seniors, IRAS, Medicare, Tax, Weather, Risk management, Social, Crash, Retirement, Allianz Life, Social Security, IRA, Financial adviser, Life insurance, Video game

Seven in 10 Americans (72%) worry that higher taxes in the future will impact their retirement income from tax-deferred accounts such as a 401(k) or IRA.

Key Points: 
  • Seven in 10 Americans (72%) worry that higher taxes in the future will impact their retirement income from tax-deferred accounts such as a 401(k) or IRA.
  • “While paying taxes is inevitable, how much we pay in taxes will change,” said Kelly LaVigne, VP of consumer insights, Allianz Life.
  • At the same time, many Americans worry about retirement income from tax-advantaged sources like Social Security.
  • The majority (72%) of Americans say they can’t count on Social Security benefits when planning retirement income.

Diverse Investors Warm to Financial Advice

Retrieved on: 
星期四, 九月 14, 2023
Men, Banking, Professional Services, Personal Finance, Consumer, Baby Boomers, DEI (Diversity, Equity and Inclusion), Women, Insurance, Generation X, Finance, Millennials, Allianz Life, Hispanic and Latino Americans, African Americans, Medicare, Asian Americans, Retirement, Allianz, FINRA, MN, Financial adviser, Health insurance, Black, Hispanic

These feelings may be due, in part, to some Americans of color having different financial concerns than others.

Key Points: 
  • These feelings may be due, in part, to some Americans of color having different financial concerns than others.
  • For example:
    38% of Black and Hispanic Americans list “paying off credit card debt” as one of their top three financial goals, compared to 30% of the total population.
  • “The data are telling us that one size does not fit all when it comes to what people are looking for in financial advice,” said Walker.
  • Neither Allianz Life Insurance Company of North America nor Allianz Life Financial Services, LLC provide advice or financial planning services.

GraniteShares Appoints Paul Marino as Chief Revenue Officer

Retrieved on: 
星期三, 九月 6, 2023
ETP, NCAA, Business development, ETF, Fordham University, Russell Investments, Marketing, Teaching, NCAA Division III, Allianz Life, Bachelor of Technology, Science, Organization, Communication Arts (magazine), Newsday, Communication, Federated Hermes, BFA, New York Life Insurance Company, Management

New York, NY, Sept. 06, 2023 (GLOBE NEWSWIRE) -- GraniteShares, the U.S. ETF issuer, is pleased to announce the appointment of Paul Marino as Chief Revenue Officer (CRO). Marino brings with him 23 years of expertise in sales, strategy and business development in the financial services industry.

Key Points: 
  • New York, NY, Sept. 06, 2023 (GLOBE NEWSWIRE) -- GraniteShares , the U.S. ETF issuer, is pleased to announce the appointment of Paul Marino as Chief Revenue Officer (CRO).
  • Marino brings with him 23 years of expertise in sales, strategy and business development in the financial services industry.
  • In his new role as CRO, Marino will oversee all aspects of marketing, business development, and sales across GraniteShares’ core ETFs and single-stock exchange-traded products (ETPs).
  • “Welcoming Paul to the GraniteShares team marks a significant milestone for our organization,” said Rhind.

AmericanTCS Partners with Allianz Life to Add an In-Plan Guaranteed Retirement Income for Life Option

Retrieved on: 
星期二, 八月 15, 2023
Professional Services, Other Professional Services, Consumer, Seniors, Insurance, Finance, Personal Finance, Education, Life, Face, Marketing, Tax, Allianz Life, IRA, Retirement, Longevity, Life insurance

Allianz Lifetime Income+® Annuity with the Lifetime Income Benefit is a fixed index annuity that is straightforward, flexible, and portable.

Key Points: 
  • Allianz Lifetime Income+® Annuity with the Lifetime Income Benefit is a fixed index annuity that is straightforward, flexible, and portable.
  • This annuity provides guaranteed retirement income that can now easily be added to any defined contribution retirement plan on the American Trust Platform.
  • Allianz Lifetime Income+® Annuity can help mitigate the risks to a retirement strategy like longevity, market volatility and inflation.
  • Employers who engage with the AmericanTCS guaranteed income for life offering will benefit from the extensive in-house expertise that AmericanTCS and Allianz Life teams collectively offer.

Allianz Life Announces Sponsorship of Five Olympians and Paralympians

Retrieved on: 
星期三, 七月 26, 2023
Sports, Licensing (Sports), Professional Services, Insurance, Olympics, Tennis, Rio, Life, Ashleigh, Silver, 2020 Summer Olympics, Allianz Life, Multimedia, United States national team, Athlete, Swimming, Gold, Allianz, Collection, Paralympic movement in Tasmania, Fidelity Union Life Insurance Company, Paralympic Games, Sports equipment, Jewellery, Olympic

Allianz Life Insurance Company of North America ( Allianz Life ) announced that it has signed on as sponsor of five Olympians and Paralympians – Ashleigh Johnson, U.S. Olympian – water polo, Chuck Aoki, U.S. Paralympian – wheelchair rugby, Ian Seidenfeld, U.S. Paralympian – Para table tennis, Matt Stutzman, U.S. Paralympian – Para archery, and Regan Smith, U.S. Olympian – swimming.

Key Points: 
  • Allianz Life Insurance Company of North America ( Allianz Life ) announced that it has signed on as sponsor of five Olympians and Paralympians – Ashleigh Johnson, U.S. Olympian – water polo, Chuck Aoki, U.S. Paralympian – wheelchair rugby, Ian Seidenfeld, U.S. Paralympian – Para table tennis, Matt Stutzman, U.S. Paralympian – Para archery, and Regan Smith, U.S. Olympian – swimming.
  • View the full release here: https://www.businesswire.com/news/home/20230726304961/en/
    Allianz Life signs five athlete ambassadors ahead of upcoming Olympic and Paralympic Games Paris 2024.
  • In addition to being a member of Team Allianz, Ian is also an Allianz Life employee as of February 2023.
  • Life insurance including annuities are issued by Allianz Life Insurance Company of North America.

Passerelle Partners Adds Chief Operating Officer Amid Significant Business Growth

Retrieved on: 
星期二, 七月 25, 2023
International, Allianz Life, Marketing

MIAMI, July 25, 2023 /PRNewswire/ -- Passerelle Partners, a boutique insurance advisory firm that specializes in premium finance structures for both U.S. and International clients, is pleased to announce the appointment of Adam Beckett as Chief Operating Officer (COO) to oversee the firm's business operations, as the firm continues to grow significantly.

Key Points: 
  • "The addition of Adam to our team is an important part of our growth strategy and commitment to the industry, our clients and our partners."
  • said Fernando Pou, Managing Partner at Passerelle Partners.
  • "Adam's experience and perspective will be instrumental as we continue to scale distribution, while also providing the unparalleled service our key business partners and clients have come to expect from Passerelle Partners."
  • "I am thrilled to be joining Passerelle Partners during such an exciting time for the firm," said Beckett.

More Americans Interested in Adding Annuities to Employer Retirement Plans

Retrieved on: 
星期二, 七月 18, 2023
Professional Services, Business, Insurance, Human Resources, Finance, Banking, SECURE Act, Retirement, Allianz Life, Allianz, Life insurance

In the last few years, interest in annuities as part of an employer-sponsored retirement plan has grown significantly.

Key Points: 
  • In the last few years, interest in annuities as part of an employer-sponsored retirement plan has grown significantly.
  • “In today’s economic environment, adding an annuity to a portfolio can help mitigate risks to a retirement strategy and improve outcomes.”
    This shift is happening as Americans increasingly rely on defined contribution retirement plans sponsored by their employer to fund their retirement.
  • The majority of Americans (72%) say that they expect most of their retirement income will come from money in their employer-sponsored plans.
  • The Secure Act** opened the door for annuities to become a part of employer-sponsored retirement plans like a 401(k).