Allianz Life Insurance Company of North America has partnered with eMoney Advisor, a Pennsylvania-based wealth planning system for financial advisors, to help its advisers explain the role of annuities in retirement.
The partnership gives Allianz access to eMoney’s digital planning platform eMoney Premier.
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By GlobalDataeMoney Premier has basic and advanced planning tools as well as the eMoney client portal and advanced analytics tools.
Leveraging eMoney’s digital capabilities, the insurer will launch a new tool to help its advisers demonstrate the value of annuities through a planning lens.
Allianz Life chief distribution officer Eric Thomes said: “Offering innovative platforms such as eMoney allows us to offer advisors a tool that takes into account the need for products such as annuities, ultimately helping them create a comprehensive plan so that their clients are able to attain a successful retirement.”
eMoney relationship management head Leslie Knotts said: “Our comprehensive financial planning solutions empower our strategic partners to meet financial advisors and their clients precisely where they are through meaningful collaboration.
“We continue to see innovative and novel adoption of our platform and we’re proud to partner with Allianz Life to encourage a planning-led approach.”
