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The momentum around retirement income products has gained steam as participants are increasingly interested in adding a strategy for guaranteed lifetime income. With a wide range of features, fee structures, and implementation options, it can be difficult to know where to get started.
Thankfully, we have Allianz Life Insurance Company of North America’s Michael De Feo to help explain. In this podcast episode, we’ll walk through different product types, and provide guidance on how to evaluate and help determine a suitable option, or options, available for a plan.
Fixed index annuities are designed to meet long-term needs for retirement income. They provide tax-deferred accumulation potential, guarantees against the loss of principal and credited interest, and the reassurance of a death benefit for beneficiaries.
Research cited in the podcast: Allianz 2023 Q3 Quarterly Market Perceptions Study, conducted in August 2023 with a nationally representative sample of 1,005 Respondents age 18+.
Allianz Lifetime Income+® Annuity with the Lifetime Income Benefit is issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. (C64712-MVA)
This content does not apply in the state of New York
Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America.
● Not FDIC insured ● May lose value ● No bank or credit union guarantee ● Not a deposit
● Not insured by any federal government agency or NCUA/NCUSIF
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