Saturday, October 1, 2022
HomeWealth ManagementRetirement Earnings Planning in a World of Better Danger

Retirement Earnings Planning in a World of Better Danger

Covid and ensuing shifts within the financial system, markets and inflation have modified the best way advisors and their purchasers understand danger — particularly dangers surrounding retirement earnings.

To learn the way these modifications have affected retirement earnings planning, WealthManagementIQ just lately performed an in-depth survey sponsored by Allianz Life Insurance coverage Firm of North America (Allianz), involving advisors throughout all distribution channels. The survey outcomes, the topic of the brand new report, “Retirement Earnings Planning in a World of Better Danger,” discovered that danger administration is now a key concern amongst advisors and purchasers alike. 

This webinar will supply the primary stay have a look at the report’s key findings, in addition to explores takeaways that may assist make an advisor’s retirement planning efforts extra productive. Particularly, the webinar will talk about: 

  • The 2 prime dangers to retirement earnings adequacy and what advisors can do to assist purchasers handle them
  • Retirement earnings preparedness: Are purchasers actually prepared? 
  • What advisors are lacking within the swap from accumulation to decumulation
  • How reframing conversations could make purchasers extra receptive to the earnings advantages of annuities
  • What withdrawal charge are advisors utilizing? 

All registrants will obtain a free copy of “Retirement Earnings Planning in a World of Better Danger.” 

Annuities might help you meet your long-term retirement objectives by providing tax-deferred progress potential, a loss of life profit through the accumulation section, and a assured stream of earnings at retirement. 

Annuities are issued by Allianz Life Insurance coverage Firm of North America and variable merchandise are distributed by its affiliate, Allianz Life Monetary Providers, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427

Ensures are backed by the monetary energy and claims-paying capability of the issuing insurance coverage firm. Variable annuity ensures don’t apply to the efficiency of the variable subaccounts, which can fluctuate with market situations.

By registering for this occasion you acknowledge that you’re a licensed monetary skilled.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Produced by



Strategic Associate




Corey Walther

President, Allianz Life Monetary Providers, LLC

Allianz Life Insurance coverage Firm of North America


Mark Bruno

Managing Director, Wealth Administration

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Kristin Letourneau, PhD

Vice President, Analysis

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