Allianz Life Insurance Company of North America has partnered with eMoney Advisor to launch a tool to help advisers demonstrate the value of annuities, the companies said in a release.
Allianz Life has access to eMoney Premier, the firm’s most robust planning package, which includes basic and advanced planning tools as well as the eMoney client portal and advanced analytics tools.
“Now more than ever, embedding risk management strategies into financial plans is critical,” said Eric Thomes, chief distribution officer for Allianz Life.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
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Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
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