We would love to hear from you. Click on the ‘Contact Us’ link to the right and choose your favorite way to reach-out!

wscdsdc

media/speaking contact

Jamie Johnson

business contact

Victoria Peterson

Contact Us

855.ask.wink

Close [x]
pattern

Industry News

Categories

  • Industry Articles (16,574)
  • Industry Conferences (3)
  • Industry Job Openings (37)
  • Negative Media (138)
  • Positive Media (73)
  • Sheryl's Articles (618)
  • Sheryl's Blogs (175)
  • Wink's Articles (242)
  • Wink's Blogs (258)
  • Wink's Press Releases (93)
  • Blog Archives

  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • December 2010
  • November 2010
  • October 2010
  • September 2010
  • August 2010
  • July 2010
  • June 2010
  • May 2010
  • April 2010
  • March 2010
  • February 2010
  • January 2010
  • December 2009
  • November 2009
  • October 2009
  • August 2009
  • June 2009
  • May 2009
  • April 2009
  • March 2009
  • November 2008
  • May 2008
  • February 2008
  • August 2006
  • LifeYield, Allianz Life Expand Partnership to Help Financial Professionals Increase Retirement Income Potential

    February 3, 2021 by LifeYield, LLC

    BOSTON–(BUSINESS WIRE)–To help investors find the right solutions to fill gaps in their retirement checks and cover anticipated expenses, LifeYield LLC, the market leader in developing cloud-based solutions that allow advisors to maximize retirement income for their clients, announced an expanded partnership with Allianz Life Insurance Company of North America (Allianz Life).

    LifeYield proprietary Social Security Advantage® solution, which helps identify the appropriate times for an individual or couple to file for Social Security benefits, will support Allianz Life annuities within Income Layers, a dynamic view of a client’s retirement income sources set against their income needs. Financial professionals who do business with Allianz Life will be able to show how an annuity can help supplement clients’ retirement strategies by adding a source of guaranteed retirement income in conjunction with other income sources as a part of designing an overall retirement income strategy.

    Added support for Allianz Life products within Income Layers gives financial professionals greater transparency into the dollars-and-cents impact of annuities on a client’s retirement portfolio. Armed with this information, advisors and investors can work together to find ideal solutions to meet their individual retirement needs.

    LifeYield’s expanded partnership with Allianz Life comes as investors feel a new urgency to secure guaranteed retirement income streams beyond what Social Security benefits will provide. According to the Allianz 2020 Retirement Risk Readiness Study:

    • Six in 10 people who are not yet retired said running out of money before they die is one of their biggest worries
    • 55% of people who are not yet retired said they are worried they won’t have enough saved for retirement
    • Over half (57%) of Americans are worried inflation will make basic retirement expenses unaffordable

    “Annuities can play a critical role in protecting clients from the many risks in retirement. They are another financial tool in a financial professional’s product stack,” said Heather Kelly, senior vice president, Head of Advisory & Strategic Accounts for Allianz Life. “LifeYield’s tools help financial professionals see the potential value of an annuity within their client’s overall portfolio and allows them to tailor their approach to the given client’s specific situation and need.”

    “Allianz Life understands how technology enhances modern annuity products as targeted and transparent components of a holistic, retirement income strategy,” said Harry Bartle, EVP, Enterprise Solutions, LifeYield. “We are excited to play a part in Allianz Life’s development of a tech-enabled financial planning strategies ecosystem.”

    To learn more about LifeYield and Social Security Advantage®, schedule a free demo here.

    About LifeYield

    LifeYield, the financial services leader in smart-householding, helps advisors maximize retirement income for clients. From accumulation through withdrawal, the LifeYield Advantage Suite® uses the industry-leading Taxficient Score® to illustrate tax efficiency and improve asset location across IRAs, 401(k)s and taxable accounts to boost client returns. Its intuitive Social Security Advantage® software helps over 80,000 advisors plan optimal retirement income strategies and filing benefits for clients as they approach retirement. LifeYield’s software is integrated with the largest wealth management, RIA, insurance, asset management and fintech providers. For more information, please visit www.lifeyield.com and follow the company at @lifeyield.

    About Allianz Life Insurance Company of North America

    Allianz Life Insurance Company of North America, one of the FORTUNE 100 Best Companies to Work For® in 2019, has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products. In 2018, Allianz Life provided $2.8 billion in benefit payments that helped policyholders’ achieve their financial goals. As a leading provider of fixed index annuities, Allianz Life is part of Allianz SE, a global leader in the financial services industry with over 142,000 employees in more than 80 countries. Allianz Life is a proud sponsor of Allianz Field in St. Paul, Minnesota, home of Major League Soccer’s Minnesota United.

    Please note that Allianz Life Insurance Company of North America, its affiliated companies, and their representatives and employees do not give fiduciary, tax or legal advice or advice related to Social Security. Clients are encouraged to consult their tax advisor or attorney or local Social Security Administration office.

    Contacts

    Ann Marie Gorden
    Gregory FCA for LifeYield
    LifeYield@gregoryfca.com
    (267) 249-7765

    Originally Posted at CISION PR Newswire on February 2, 2021 by LifeYield, LLC.

    Categories: Industry Articles
    currency