July 18, 2019
Question: Have clients with unneeded required minimum distributions?
Answer: Allianz Legacy by Design
Our new fixed index annuity product is a first-to-market strategy for RMDs
Allianz Legacy by DesignSM from Allianz Life Insurance Company of North America (Allianz) is unlike any other RMD strategies you’ve seen before. It combines two fixed index annuities (FIAs) to allow your clients the opportunity to:
- Systematically manage the RMDs that are required on their qualified dollars and help avoid potential RMD penalties.
- Help protect and enhance the financial legacy they leave for their loved ones by using the portions of their RMDs they don’t need for income to help build more value for your legacy with a 25% Death Benefit Bonus.
And this is in addition to other FIA benefits such as protection of principal and credited interest from market downturns, tax deferral, and indexed interest accumulation potential.
Natasha Jones the Internal Sales Consultant from Allianz will be on hand to give us the full breakdown.
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