Allianz Life is now delivering its annuity products to Raymond James advisors for the first time through SIMON’s Marketplace
SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to introduce Allianz Life Insurance Company of North America (“Allianz Life”)—a leading provider of annuities in the U.S.—to its annuities platform and digital marketplace for Raymond James wealth managers.
Read More: GlobalFintechSeries Interview with Patrick Turiano, Director of Marketing at Paysafe Group
“Allianz Life is committed to helping advisors better serve their clients so they are able to attain their retirement goals. SIMON gives advisors the tools they need to help them incorporate protection and retirement income into client portfolios more effectively, leading to better outcomes.”
Expanding SIMON’s Marketplace with the onboarding of Allianz Life delivers not only a broader selection of annuities products to Raymond James advisors on SIMON’s platform, but also the depth of analytics they seek to effectively serve the wealth management and retirement needs of their clients.
Raymond James advisors can now seamlessly find and explore Allianz Life’s annuity products and features, run powerful allocation and income analytics within these products, and access product-specific marketing literature—all from directly within SIMON’s interactive platform.
Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor
Corey Walther, President of Allianz Life Financial Services, commented: “Allianz Life is committed to helping advisors better serve their clients so they are able to attain their retirement goals. SIMON gives advisors the tools they need to help them incorporate protection and retirement income into client portfolios more effectively, leading to better outcomes.”
Jason Broder, CEO of SIMON, added: “SIMON is proud that industry leaders like Allianz Life recognize the value our platform delivers. We are excited about the partnership and look forward to supporting their annuity products with robust analytics that showcase their power as retirement savings vehicles.”
Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms