Tuesday, June 7, 2016

What Robo-Advisors CanNOT Do That You Can; An Introduction to Behavioral Finance

Whether we are talking about life insurance sales, annuity sales or investment sales, one thing is undisputable, MONEY IS EMOTIONAL. Learn how to separate yourself and your practice from the "Robo-Advisors" by understanding and implementing behavioral finance. After all, Behavioral Finance and Speaking Your Clients' Financial Language can become one of the main determinants in your clients' success in their retirement planning process.
BONUS: We will also provide insights on how you can
Better understand the Allianz annuity
story by explaining the features of both the preferred and standard portfolio: Income Now. Income Later. Income Never.

Nationally recognized indexed product educator Charlie Gipple, CLU, ChFC will provide insights on how you can help your clients better understand how fixed annuities might work within their overall retirement income roadmap.

Contact the Partners Advantage Annuity Advantage Team at
888-251-5525, Ext. 709

For financial professional use only - not for use with the public.
Product and feature availability may vary by state and broker/dealer.

The calculator is designed to highlight the income feature only. Keep in mind that FIAs are designed to meet your clients' long-term needs for retirement income. They provide many benefits for your clients, including principal protection, the potential for tax-deferred growth, and a death benefit for beneficiaries. Always consider each of the features available and how they work when considering if a product is appropriate for your client's needs.

Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America.

Products are issued by:
 Allianz Life Insurance Company of North America
 5701 Golden Hills Drive, Minneapolis, MN 55416-1297

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