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.
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
Date: Thursday 10th February 2022
Times are Central Standard Time
3pm Panel discussion
4pm Technology demonstration
Date and Time
Date: Thursday 10th February - 2022
Time: 3:00 pm – 4:30 pm Central Standard Time
Allianz Life Insurance Company of North America: As a leading provider of retirement solutions, our innovative products provide a level of financial protection and guaranteed retirement income. Whether to address today’s unprecedented environment or stay ahead of market trends, we’re committed for the long term. Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America. Variable annuity 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 and variable products are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. Product and feature availability may vary by state and broker/dealer.
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. She has 30 years of risk management experience across both the buy and sell sides of the financial industry, including risk assessment of alternative funds and managers.
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 years of financial services industry experience, is responsible for working with our distribution partners on driving business development, center-of-influence connectivity, and durable relationships. Prior to his current position with Allianz Life Financial Services, LLC, Sam was an RIA senior account manager. Before that, he successfully supported Allianz top advisors as a senior internal sales consultant. Sam earned his BA in business management from St. John’s University. He holds his Certified Financial Planner (CFP, CIMA®) designation, along with his FINRA Series 6 and 63 securities registrations. In his free time, Sam is an assistant basketball coach at St. John’s
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 goals into projects for the various AIM hedging functions (Strategy, Systems, Portfolio Management and Trading). Oversees AIM hedging's involvement in global business development from end to end. He received his bachelor’s degrees in Mathematics
and Actuarial Science from the University of St. Thomas in St. Paul, MN and his master’s degree in Financial Mathematics from the University of Minnesota, Minneapolis, MN. Prior to his current position Mark was the Quantitative Analyst, Assistant Vice President of Hedge Trading at Allianz. Previously Mark worked at Watson Wyatt as an actuarial consultant in both the group health care and pension practices, and Walleye Trading as a trader and risk manager.
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 of client families. He also conducts capital market and economic research to shape and support investment decisions and educate clients and client-facing professionals on key economic and financial market issues.
A graduate of Purdue University, Bruce earned a bachelor’s degree in science from the School of Technology. Bruce holds the designations of Chartered Alternative Investment Analyst (CAIA®) and Certified Investment Management Analyst (CIMA®). He has published multiple white papers, presented at several investment conferences, and has been an exam writer for the CIMA® and CAIA® designations.