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Using Annuities to Enhance

Retirement Portfolios

DATE:
Tuesday
September 19, 2023

TIME:
2:00 PM ET
11:00 AM PT

DURATION:
60min

In this session, we’ll discuss ways to seek to improve retirement portfolio outcomes and add some income strategies for clients who may be uncomfortable depending solely on market returns. We’ll model portfolios with and without potential guaranteed income annuity solutions and explore ways annuities can be used in the portfolio to deliver efficient, guaranteed income while allowing for varying levels of growth potential and downside protection.

Specifically, the webinar will discuss:

Annuities have evolved in response to many of the historical misconceptions
New risk reward framework for a retirement income portfolio
Using Monte Carlo analysis to quantify the value of guaranteed lifetime income

EARN CE CREDIT

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been applied for and are pending approval.

Featured Speakers

Mark Paulson

Vice President of Hedging Business Development

Allianz Investment Management U.S. LLC

Diana Britton - Host

Managing Editor

WealthManagement.com

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SPONSORED BY

POWERED BY

Allianz Investment Management U.S. LLC, a wholly-owned subsidiary of Allianz Life Insurance Company of North America, provides investment management and hedging services for the broader Allianz Group.

Allianz Investment Management U.S. LLC, Allianz Life Financial Services, LLC, and Allianz Life Insurance Company of North America are not affiliated with WealthManagement.

Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.

Products are issued by Allianz Life Insurance Company of North America. Variable products are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com

This content does not apply to the state of New York.

For investment professional use only.

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