Allianz Life is the first carrier to bring fixed index annuities to the Ensight™ Platform
Financial professionals who sell select fixed index annuities (FIAs) for Allianz Life Insurance Company of North America (Allianz Life) can now use a new digital tool to create customized, interactive presentations to help educate their clients about FIAs.
The tool, powered by the EnsightTM technology platform, helps financial professionals show the value an FIA could have on an overall portfolio to their clients. Allianz Life is the first carrier to bring select FIAs to the Ensight™ platform.
Ensight™ Sales Stories create easy-to-understand, customized, engaging content to enhance presentations that highlight real client concerns about their financial future. The tool generates personalized client content, including interactive charts that show the power of lifetime withdrawals and highlight the effect of the opportunity for those withdrawals to potentially increase. It also provides side-by-side comparisons for potential retirement outcomes for a portfolio with an annuity and without one.
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“This tool offers a powerful way to help clients see the positive financial impact a fixed index annuity could have on their retirement strategy.” said Heidi Vanderkloot, head of FMO distribution, Allianz Life.
The tool pulls information from the client’s illustration to show how an FIA can help address specific concerns such as running out of money, inflation, tax considerations, flexibility, and health care costs in retirement. It also shows how signature features can mitigate the risks of inflation and market volatility.
“Today, both financial professionals and clients increasingly expect a modern financial protection planning experience that is digital, interactive and easy to understand,” said Bill Unrue, CEO, Ensight. “We are extremely proud to be helping Allianz enable a better product marketing and protection planning experience for educating clients about fixed index annuities.”
“Tools like Ensight Sales Stories help enable educational conversations between financial professionals and their clients about the role of FIAs in their financial plans and increase the value in working with Allianz,” said Vanderkloot.
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