As you build investment portfolios for your clients, you’re faced with the prevailing challenges of market volatility, low interest rates, uncertainty of longevity, and renewed inflation concerns. We hear from senior wealth management experts across the country about whether and how they are taking on more risk to help meet return expectations and at the same time having conversations with their clients about the potential of lowering return and quality of life expectations.

Perhaps it’s time to reconsider your asset allocation to include a risk management solution? Specifically, we will be looking at how annuity products offer market exposure with a level of protection.

In this risk management webinar, we will explore why annuities could be considered as an investment option and our partner, Allianz, will show you a proprietary technology called the portfolio impact report that can clearly illustrate how this option can affect your risk reward profile.

Allianz Disclaimer:

As with any investment vehicle, index variable annuities are subject to risk – including possible loss of principal. Investment returns and principal will fluctuate with market conditions so that contract values, upon distribution, may be worth more or less than the original cost. Diversification does not ensure a profit or protect against loss in declining markets. Allianz Life Insurance Company of North America (Allianz) does not offer financial planning services. Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC are not affiliated with the Family Wealth Report. For more complete information about Allianz Index Advantage Income ADV SM Variable Annuity and the variable option, call Allianz Life Financial Services, LLC at 800.624.0197 for a prospectus. The prospectuses contain details on investment objectives, risks, fees, and expenses, as well as other information about the variable and index-linked annuity and the variable option, which your clients should carefully consider. Encourage your clients to read the prospectuses thoroughly before sending money. All annuity contract and rider guarantees, or annuity payout rates, are backed by the claims-paying ability of the issuing insurance company. They are not backed by the broker/dealer, registered investment advisor, or field marketing organization from which this annuity is purchased, by the insurance agency from which this annuity is purchased, or any affiliates of those entities, and none makes any representations or guarantees regarding the claims-paying ability of Allianz Life Insurance Company of North America. For variable annuities, guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions. Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297, and are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. (L40538-IADV) For registered investment advisor use only – not for use with the public. Product and feature availability may vary by state and broker/dealer. 4108803.1


Webinar details

Date: Thursday 10th February 2022

Times are Central Standard Time

3pm           Panel discussion

3:45pm      Q&A

4pm           Technology demonstration


Date and Time

Date: Thursday 10th February - 2022
Time: 3:00 pm – 4:30 pm Central Standard Time



Address: Online

About our Sponsors



Bruce Stewart

Managing Director of Client Investment Strategy


Bruce brings over 25 years of family office and investment experience to the firm. Along with managing the investment team, Bruce serves as the relationship manager to a select set […]

Emily Berger


PKF O’Connor Davies

Emily Berger is a Director in the PKF O’Connor Davies Financial Services group, specializing in developing customized risk-informed solutions for private foundations, family offices, registered investment advisors and corporate clients. […]

Mark Paulson

Vice President, Hedge Business Development

Allianz Life Insurance Company of North America

Mark leads the development of new and existing global FIA, RILA and FIUL business from a hedging perspective. Leads the interaction with global clients (new and existing). Translates client business […]

Sam Dittberner

Vice President, RIA Relationship Manager Advisory and Strategic Accounts

Allianz Life Insurance Company of North America

Vice President, RIA Relationship Manager, Sam Dittberner of Allianz Life Financial Services, LLC markets products offered by Allianz Life Insurance Company of North America (Allianz). Sam, with more than five […]


Register here to attend the live webinar or to receive the recording afterwards.

For any questions, please contact theodora.viney@clearviewpublishing.com