PLANADVISER - Summer 2023 - 3
Allianz Life Insurance Company of North America
ALLIANZ LIFETIME INCOME+® FIXED INDEX ANNUITY
Help drive better participant outcomes
with personalization + protection
Seeking a solution for today's retirement risks? Delivering Allianz Lifetime Income+® Annuity
through a managed account could be one approach.
Managed accounts
* Tailored personal advice
* Professional management
* Disciplined process
* Depth of investment knowledge
* Convenience
* Tax efficiency
Allianz Lifetime Income+® Annuity
* Guaranteed lifetime income
* Potential for income increases to help address inflation
* Depth of retirement income experience
* Flexibility
* Portability
This powerful pairing, available as a Qualified Default Investment Alternative (QDIA), provides the protection of
guaranteed lifetime income plus personalized advice from the managed account provider for a protection solution
tailored to the participant's needs.
With seamless integration and a fully digital enrollment, guidance, and service experience, it's a modern solution for
today's retirement risks.
→ SEE HOW IT ADDS UP
866.604.7516 option 2
For institutional use only - not for use with the public.
Fixed index annuities are designed to meet long-term needs for retirement income. They provide guarantees against the loss of principal and credited interest, tax
deferred accumulation potential, and the reassurance of a death benefit for beneficiaries.
Increasing income potential is provided through a built-in rider at no additional cost. Any distributions are subject to ordinary income tax and, if taken prior to age
59½, a 10% federal additional tax.
Allianz Life Insurance Company of North America (Allianz) does not offer financial planning services.
Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. (C64712-MVA)
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
Product and feature availability may vary by state and retirement plan.
LIA-079 (4/2023) This notice does not apply in the state of New York.
allianzlife.com/dcplan
retirement-income@allianzlife.com
http://www.allianzlife.com/dcplan
PLANADVISER - Summer 2023
Table of Contents for the Digital Edition of PLANADVISER - Summer 2023
Leadership in Practice
SECURE 2.0 Insecurities
The Need for NQDC Support
Advisers’ Huge Opportunity
Do 3(38)s Assume More Risk?
Match for Student Debtors
'The Question Stands
PLANADVISER - Summer 2023 - C1
PLANADVISER - Summer 2023 - C2
PLANADVISER - Summer 2023 - 1
PLANADVISER - Summer 2023 - 2
PLANADVISER - Summer 2023 - 3
PLANADVISER - Summer 2023 - 4
PLANADVISER - Summer 2023 - 5
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PLANADVISER - Summer 2023 - 12
PLANADVISER - Summer 2023 - 13
PLANADVISER - Summer 2023 - 14
PLANADVISER - Summer 2023 - 15
PLANADVISER - Summer 2023 - Leadership in Practice
PLANADVISER - Summer 2023 - 17
PLANADVISER - Summer 2023 - 18
PLANADVISER - Summer 2023 - 19
PLANADVISER - Summer 2023 - 20
PLANADVISER - Summer 2023 - 21
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PLANADVISER - Summer 2023 - 23
PLANADVISER - Summer 2023 - 24
PLANADVISER - Summer 2023 - 25
PLANADVISER - Summer 2023 - 26
PLANADVISER - Summer 2023 - 27
PLANADVISER - Summer 2023 - SECURE 2.0 Insecurities
PLANADVISER - Summer 2023 - 29
PLANADVISER - Summer 2023 - 30
PLANADVISER - Summer 2023 - 31
PLANADVISER - Summer 2023 - The Need for NQDC Support
PLANADVISER - Summer 2023 - 33
PLANADVISER - Summer 2023 - Advisers’ Huge Opportunity
PLANADVISER - Summer 2023 - Do 3(38)s Assume More Risk?
PLANADVISER - Summer 2023 - Match for Student Debtors
PLANADVISER - Summer 2023 - 37
PLANADVISER - Summer 2023 - 'The Question Stands
PLANADVISER - Summer 2023 - 39
PLANADVISER - Summer 2023 - 40
PLANADVISER - Summer 2023 - C3
PLANADVISER - Summer 2023 - C4
https://www.planadviserdigital.com/planadviser/winter_2023
https://www.planadviserdigital.com/planadviser/fall_2023
https://www.planadviserdigital.com/planadviser/summer_2023
https://www.planadviserdigital.com/planadviser/industryleader_2023
https://www.planadviserdigital.com/planadviser/spring_2023
https://www.planadviserdigital.com/planadviser/november_december_2022
https://www.planadviserdigital.com/planadviser/september_october_2022
https://www.planadviserdigital.com/planadviser/july_august_2022
https://www.planadviserdigital.com/planadviser/may_june_2022
https://www.planadviserdigital.com/planadviser/industry_leader_awards_2022
https://www.planadviserdigital.com/planadviser/march_april_2022
https://www.planadviserdigital.com/planadviser/january_february_2022
https://www.planadviserdigital.com/planadviser/november_december_2021
https://www.planadviserdigital.com/planadviser/september_october_2021
https://www.planadviserdigital.com/planadviser/july_august_2021
https://www.planadviserdigital.com/planadviser/may_june_2021
https://www.planadviserdigital.com/planadviser/march_april_2021
https://www.planadviserdigital.com/planadviser/january_february_2021
https://www.planadviserdigital.com/planadviser/november_december_2020
https://www.planadviserdigital.com/planadviser/september_october_2020
https://www.planadviserdigital.com/planadviser/july_august_2020
https://www.planadviserdigital.com/planadviser/may_june_2020
https://www.planadviserdigital.com/planadviser/march_april_2020
https://www.planadviserdigital.com/planadviser/january_february_2020
https://www.planadviserdigital.com/planadviser/november_december_2019
https://www.planadviserdigital.com/planadviser/september_october_2019
https://www.planadviserdigital.com/planadviser/july_august_2019
https://www.planadviserdigital.com/planadviser/may_june_2019
https://www.planadviserdigital.com/planadviser/march_april_2019
https://www.planadviserdigital.com/planadviser/january_february_2019
https://www.planadviserdigital.com/planadviser/november_december_2018
https://www.planadviserdigital.com/planadviser/september_october_2018
https://www.planadviserdigital.com/planadviser/july_august_2018
https://www.planadviserdigital.com/planadviser/may_june_2018
https://www.planadviserdigital.com/planadviser/march_april_2018
https://www.planadviserdigital.com/planadviser/january_february_2018
https://www.planadviserdigital.com/planadviser/november_december_2017
https://www.planadviserdigital.com/planadviser/september_october_2017
https://www.planadviserdigital.com/planadviser/july_august_2017
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