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The Hidden Benefits of Decumulation Diversification

Tuesday, June 13, 2023 | 2:00 PM EDT • 11:00 AM PDT

 
 

FEATURED SPEAKERS

 
 

HOST

David Lenok
Senior Wealth Planning Editor
WealthManagement.com

 

Presenter

Schyler Adams
Director, Advanced Strategies

and Planning Platforms
Allianz Life Insurance Company

of North America

 

 
 

Are your clients worried about running out of money during retirement? Join us for this eye-opening webinar on decumulation diversification – an innovative and groundbreaking strategy that’s changing the retirement game. Our experienced professionals will show you strategies for diversifying income using advanced technologies to hedge against potential tax and inflation increases. And analyze a real-life case study to demonstrate how to make smart adjustments to your client's financial plan using cutting-edge planning software.

 

But that’s just the beginning – attend this webinar and you’ll discover:

  • The trade-off of paying taxes now vs. later
  • How to ease the risk of rising inflation and taxes throughout retirement
  • Ways to quantify the impact of changes in the Monte Carlo score, or probability of success, on your client's retirement goals
EARN CE CREDIT

 

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

 

*Allianz Life Insurance Company of North America does not offer financial planning services.

 

Allianz Life Insurance Company of North America, its affiliated companies, and their representatives and employees do not give fiduciary, tax or legal advice.

 

Insurance and annuities are issued by Allianz Life Insurance Company of North America. Variable annuities are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com

 

Allianz Life Insurance Company of North America and WealthManagement.com are not affiliated companies

 

ENT-1037-Adams (4/2022)

 
 

Sponsored By

 

 
 

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