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Demystifying in-plan guaranteed lifetime income


In an era where retirement security is a growing concern, advisors and consultants have a large role to play in guiding their clients toward a secure financial future. Yet, a significant opportunity lies untapped: guaranteed lifetime income (GLI) products. Harnessing the opportunity presented by modern, in-plan annuities requires more than just knowledge about how these products work. It is about equipping yourself with practical tools and tactics to seamlessly integrate GLI into your client conversations and workflows. To help advisors and consultants position themselves as trusted specialists in this evolving space, Allianz Life Insurance Company of North America (Allianz) has put together a detailed white paper that dispels common misconceptions about in-plan annuities, and provides strategies for educating clients about the value that guaranteed lifetime income products, such as annuities, can bring to a plan.