Wednesday, November 7, 2012

Allianz BLUE Weekly eNewsletter - November 6, 2012

 

BLUE eNewsletter

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Thank you for choosing to be Allianz Preferred.

 

 

Receive cash for Perk Points!

With the holidays just around the corner, you have an opportunity to put some extra cash in your pocket. Our new Perk program enhancement allows you to redeem Perk Points for cash. Simply send in your completed Perk Points Invoice Reimbursement/Cash Request Form to get started.

Questions? Call the FASTeam at 800.950.7372.

Registered Representative participation is subject to broker/dealer approval.

Allianz reserves the right to terminate, amend, or modify the Producer Perks program at any time.

 

Announcing the NEW Premium Deposit Fund Rider

A feature that fuses simplicity with a single lump-sum payment.

Learn more

 

Monthly Market Update

View this month’s commentary on market news, the economic outlook, and an overview of events that we feel will shape future trends. This opinion and commentary is provided by Allianz Investment Management LLC (AIM LLC), a wholly owned subsidiary of Allianz Life Insurance Company of North America, whose responsibilities include managing over $100 billion in the U.S. as of December 31, 2011.

Read the Monthly Market Update (1.5MB PDF)

 

Fixed Annuities

 

Allianz announces extension of annuity new business submission deadlines

Client-focused change increases ease of doing business.

Allianz Life Insurance Company of North America (Allianz) is committed to improving our customer experience during product and rate changes. Effective immediately, producers will now have five business days …

Read more

 

Life Insurance

 

A potential wealth transfer solution

The Premium Deposit Fund Rider

Do you have clients looking for a way to transfer wealth to beneficiaries on an income-tax-free basis? Or maybe they are looking for a means to pay for their life insurance policy in a single lump-sum payment, while still maintaining the tax advantages of a fixed index universal life insurance policy.

Allianz Life Pro+® Fixed Index Universal Life Insurance Policy with the optional Premium Deposit Fund (PDF) Rider can help address these wealth transfer concerns.

Learn more about PDF

 

Other Things to Know

 

Converting a traditional IRA to a Roth IRA?

2012 may be a good year to do so

If you have a client considering converting their traditional IRA to a Roth IRA, 2012 may be a good year to do so. Income tax rates will increase in 2013 if Congress does not act to keep them the same. In addition, starting in 2013, investment income will be subject to a new 3.8% Medicare surtax (when total income exceeds $200,000 for single filers, $250,000 for married filing jointly, or $125,000 for married filing separately).

Learn more about the 2013 3.8% Medicare surtax

Learn more about Roth IRA conversions

 

Rate Watch – New for November

The Rate Watch is also available 24 hours a day from the Allianz website.

Please Note: FIA and life interest rates are declared on the first Tuesday of each month. MYGA rates may change weekly. We will notify you when changes to those rates occur. This Rate Watch reflects the most recent interest rate updates and should replace any previous version you have printed or downloaded.

If you have any questions, please call the FASTeam at 800.950.7372. Thank you for your business!

 

 

Webinars

 

Exclusive webinar: Funding executive compensation strategies with life insurance

Thursday, November 8 at 2:00 p.m. Central time

Find out how life insurance can play a key role in an executive compensation strategy.

Register today for our exclusive Web seminar or continue reading.

 

Exclusive webinar: Funding business continuation strategies with life insurance

Thursday, November 29 at 2:00 p.m. Central time

Do your clients have a business continuation strategy in place? Find out how life insurance may help ensure the continuation of their business.

Register today for our exclusive Web seminar or continue reading

 

Over 115 years. Still going strong.
www.allianzlife.com/strength 

 

CPCs listed are based on annual sales of Allianz fixed annuities, fixed index annuities, and life insurance. It does not include Allianz Life Insurance Company of NY products or variable annuities. Please note that not all CPCs are eligible for Perk Points.

This newsletter may periodically provide you with links to outside articles and websites. Please note that the information and opinions included in these links are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Allianz Life Insurance Company of North America. Financial Professionals should ensure they continue to follow Allianz’s current policies on the use of any advertising, third-party materials and/or social media.

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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