Redefining Retirement Success: Case Studies on Guaranteed Lifetime Income
Discover the changing dynamics of retirement planning with a focus on “value creation” during the decumulation phase. Join us for an insightful webinar featuring Danielle Kelso, Senior Institutional Solutions Consultant, and Matt Gray, Vice President, Employer Markets, from Allianz Life Insurance Company of North America. They will explore what constitutes success in retirement and present case studies on guaranteed lifetime income highlighting both the quantitative and qualitative advantages of incorporating annuities into retirement portfolios.
Thank you for attending. The webinar replay will be available shortly.
Panel
Brian Anderson
Editor-in-Chief
401(k) Specialist
Danielle Kelso
Senior Institutional Solutions Consultant, Allianz
Matt Gray
Vice President, Employer Markets, Allianz
Disclosures
Allianz Life Insurance Company of North America (Allianz) is not affiliated with PLANADVISOR or 401(k) Specialist.
Annuities can help meet long-term retirement goals by offering tax-deferred growth potential, a death benefit prior to annuitization, and a guaranteed stream of income at retirement. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
This content is for general educational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Allianz Life Insurance Company of North America, its affiliated companies, and their representatives and employees do not give fiduciary, tax, or legal advice or provide financial planning services.
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
