Allianz Global Investors is a diversified active investment manager with a strong parent company and a culture of risk management. With 25 offices worldwide, we provide global investment and research capabilities with consultative local delivery. We have more than $541 billion in AUM for individuals, families and institutions worldwide and employ over 540 investment professionals. At Allianz Global Investors, we follow a two-word philosophy: Understand. Act. It describes how we look at the world and how we behave. We aim to stand out as the investment partner our clients trust by listening closely to understand their challenges, then acting decisively to provide them with solutions that meet their needs.
Assets under management as of September 30, 2016; offices as of June 30, 2016; investment professionals of March 31, 2016
Allianz Life Insurance Company of North America, one of FORTUNE’s 100 Best Companies to Work For in 2016, has been keeping its promises since 1896. Today, it carries on that tradition, helping Americans achieve their retirement income and protection goals with a variety of annuities and life insurance products. In 2015, Allianz Life provided a total of $2.4 billion in benefit payments that supported policyholders’ financial objectives. As a leading provider of fixed index annuities, Allianz Life is part of Allianz SE, a global leader in the financial services industry with 142,000 employees in more than 70 countries worldwide. More than 85 million private and corporate customers rely on Allianz knowledge, global reach, and capital strength to help them make the most of financial opportunities.
Contact: Corey Walther, Head of Relationship Management, Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416, Phone number: 763.765.7121 Email: firstname.lastname@example.org
Great-West Financial® helps millions of Americans build a greater financial future. From our start as a life insurance company incorporated in the U.S. in 1907, Great-West has evolved along with the financial needs of Americans. Today, we offer life insurance, annuities, mutual funds, and more to prepare people for financial independence to and through retirement.
Luncheon & CE Session
Longbridge Financial, LLC is an innovative company committed to responsibly helping homeowners reshape their financial future by unlocking the power of the home. As a leading national reverse mortgage lender and servicer, Longbridge provides education and support to trusted advisors and their clients across the country, working with reputable companies who share our commitment to the highest business and regulatory standards.
Many clients under prepare for retirement or shortchange their goals due to financial constraints. Longbridge Financial’s offerings can help by providing options to improve flexibility, tax efficiency, and cash flow. Eliminating monthly mortgage payments or establishing a guaranteed credit line can help to reset retirement planning outcomes.
Founded by an Ivy League professor and a team of highly experienced professionals from top financial services companies, it’s our mission to improve the reverse mortgage business through unparalleled service, expertise and transparency.
For more information, please contact Becky Bell by phone 940-435-8871 or via email email@example.com.
AXA offers financial protection and wealth management and is a premier provider of advice, retirement strategies, and life insurance. Providing stability and reliability to clients since 1859, AXA helps its clients live their lives with confidence, enabling them to realize dreams for their loved ones and their legacy. With nearly 2.45 million client households nationwide, AXA is one of the largest life insurance and retirement savings companies in the United States. AXA is a part of the Paris-headquartered AXA S.A., the #1 Global Insurance Brand, according to Interbrand, and a worldwide leader in financial protection strategies and wealth management with 107 million clients in 64 countries.
Please visit www.axa.com for more information.
As a leading global asset management firm, our investment expertise, strength and innovation have earned the trust and confidence of the world’s most sophisticated institutional and individual investors.
With more than $900 billion* in assets under management, and a long-standing history of solving complex investment challenges, we believe our strength and stability drive opportunities for our clients. Our comprehensive asset class offering includes passive, factor-based, fundamental active, alternatives and multi-manager solutions that are available in a variety of investment vehicles.
Put our expertise to work for you.
*As of December 31, 2016, AUM was $942.5 billion which included AUM managed by Northern Trust Corporation and Northern Trust Asset Management.
New York Life Insurance Company, a Fortune100 company founded in 1845, is the largest mutual life insurance company in the United States* and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+).** Headquartered in New York City, New York Life’s family of companies offers life insurance, retirement income, investments and long-term care insurance. New York Life Investments*** provides institutional asset management. Other New York Life affiliates provide an array of securities products and services, as well as retail mutual funds. Please visit New York Life’s website at www.newyorklife.com for more information.
*Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/17/16. For methodology, please see http://fortune.com/fortune500/.
**Individual independent rating agency commentary as of 8/9/16.
***New York Life Investments is a service mark used by New York Life Investment Management Holdings LLC and its subsidiary, New York Life Investment Management LLC.
PIEtechSM, Inc.’s vision is that everyone needs and deserves a quality financial plan. PIEtechSM is the creator of MoneyGuidePro®, the industry’s leading financial planning software, myMoneyGuide®, a client-driven digital planning solution that allows firms to broadly offer financial planning, and Best Interest ScoutTM, a standalone, scalable discovery solution to help firms of all types obtain necessary client information to comply with the Department of Labor (DOL). For more information on PIEtechSM's powerful financial planning solutions, please visit http://www.moneyguidepro.com.
With lower fees, program improvements, and expert research advocating the use of housing wealth as part of a coordinated retirement income strategy, the investment community now recognizes the merits of the Home Equity Conversion Mortgage (HECM). Retirement Funding Solutions (RFS) helps provide timely advice on how to integrate housing wealth into the planning conversation. RFS was founded specifically to help the Boomer generation meet the challenges of cash flow survival in the distribution phase of retirement. RFS is a Top 5 national HECM lender and industry leader; well positioned to assist you and your clients.
The American College of Financial Services is the nation’s largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others since 1927. The American College faculty represents some of the financial services industry’s foremost thought leaders. For more information, visit TheAmericanCollege.edu.
United Planners (UP) is a full service Independent Broker-Dealer and RIA, structured as a Limited Partnership. Qualifying representatives share in the firm’s profits annually and receive payouts up to 95%. Advisors enjoy the advantages of working in a small firm atmosphere, while experiencing large firm benefits.
With approximately 500 advisors, personalized service begins day one. UP is proud of the culture which has manifested itself as a direct result of the high quality advisors and key back office personnel who have affiliated during the last 30 years in business. Technology is amongst the favored features of those associated with UP.
Independent or Firm RIA affiliates receive the benefits of Open Architecture with no platform fees, which is very unique! Schwab, Fidelity, TDA, TCA, PAS and Pershing LLC are all options for your IA business. With hundreds of managed money solutions, the right offerings for you and your clients are available. We service. We care. We share (profits).
CircleBlack is a wealth innovation company that is focused on delivering modern technology that strengthens the bond between advisors and their clients. CircleBlack helps advisors scale their practices using world-class account and data aggregation, providing performance reporting on all assets including held-away assets, and delivering personalized, targeted content on any device, including smartphones and tablets. In addition, CircleBlack enables advisors to substantially increase their revenues by managing clients' held-away assets, particularly 401 (k) accounts. Visit www.circleblack.com or download the highly rated CircleBlack app for phone or tablet.
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only wealth-planning platform for financial professionals and firms that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future. For more information, please visit: www.emoneyadvisor.com.
Envestnet | Tamarac is the creator of Advisor Xi®, the award-winning portfolio management, trading, and client portal software for advisors. Our comprehensive platform for RIAs uniquely combines software, services, and data to automate portfolio and client management processes, and enables advisors to better support their clients and grow their business more profitably. The Tamarac Advisor Xi platform supports over 800 RIA firms, collectively managing more than $600 billion in assets and over 1.2 million investor accounts. Tamarac provides better technology and data, resulting in better lives for both advisors and clients alike.
Orion Advisor Services, LLC
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. The firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help them grow their businesses over the long term. The firm’s technology solutions empower more than 825 advisory firms with total assets under administration in excess of $315 billion from more than 1,300,000 individual accounts. Orion is SSAE 16 Type II Audited and is the only ISO 27001 Certified portfolio accounting provider.
Founded in 1972, the College for Financial Planning created the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, and continues as an industry leader in providing education to financial services professionals nationwide. In addition to its CFP® Certification Professional Education Program, the College offers three graduate degree programs, nine industry benchmark Professional Designations, and CE courses to fulfill requirements for many industry designations. The College for Financial Planning is US Department of Education listed, and is accredited by the Higher Learning Commission, a member of the North Central Association of Colleges and Schools. More than 145,000 students have graduated from the College’s programs.
“The number of attendees provides the opportunity to meet others and to hear about other practices.”
“Mary Beth Franklin is always great and today was no exception.”
“I was very satisfied and will attend next year and bring another adviser from my practice”
“I thought this year was the best of the three I’ve attended. The speakers and topics are top notch, the location is great, the food is great. All in all, this is a highlight for us to attend and we hope it continues to fit well into our schedule for years to come!”
“Amazing experience and I will be back next year!”
“Natalie Choate continues to be cutting edge. She always offers new ideas and insights.”
“I talked to many of the exhibitors and came away with new providers and firms to keep tabs on.”
“Great summit! Thank you.”
"There is no other conference that provides us with a warmer greeting than yours. The Retirement Income Summit continues to be an incredible value."
Financial Advisers: Get early bird savings and register for $525.
The 2017 Retirement Income Summit is pending approval for CE credit by the CFP Board and IMCA. The 2016 Summit was accepted for 12.5 CE credits.