New! Advanced Markets Turnkey Program

Business succession planning is a major opportunity, but it can be complex to start. That’s why Allianz Life Insurance Company of North America (Allianz) created their Life Advanced Markets Turnkey Program: to help you effectively engage in conversations and deliver real value.

What’s in the turnkey kit:

✅  Sample buy-sell agreements and checklists
✅  Client-ready fact finders and conversation starters
✅  Funding strategies using IUL insurance
✅  Support from the Allianz Life Advanced Markets team

Whether your client has no plan in place or needs to revisit an outdated one, you’ll have the support and tools to help guide them—while showing how indexed universal life (IUL) can be part of the funding strategy.