401(k) Specialist Issue 2 - 2023 - C1

Allianz Life Insurance Company of North America
ALLIANZ LIFETIME INCOME+® FIXED INDEX ANNUITY
Help drive better participant outcomes
with personalization + protection
Seeking a solution for today's retirement risks? Delivering Allianz Lifetime Income+® Annuity
through a managed account could be one approach.
Managed accounts
* Tailored personal advice
* Professional management
* Disciplined process
* Depth of investment knowledge
* Convenience
* Tax efficiency
Allianz Lifetime Income+® Annuity
* Guaranteed lifetime income
* Potential for income increases to help address inflation
* Depth of retirement income experience
* Flexibility
* Portability
This powerful pairing, available as a Qualified Default Investment Alternative (QDIA), provides the protection of
guaranteed lifetime income plus personalized advice from the managed account provider for a protection solution
tailored to the participant's needs.
With seamless integration and a fully digital enrollment, guidance, and service experience, it's a modern solution for
today's retirement risks.
→ SEE HOW IT ADDS UP
866.604.7516 option 2
For institutional use only - not for use with the public.
Fixed index annuities are designed to meet long-term needs for retirement income. They provide guarantees against the loss of principal and credited interest, tax
deferred accumulation potential, and the reassurance of a death benefit for beneficiaries.
Increasing income potential is provided through a built-in rider at no additional cost. Any distributions are subject to ordinary income tax and, if taken prior to age
59½, a 10% federal additional tax.
Allianz Life Insurance Company of North America (Allianz) does not offer financial planning services.
Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. (C64712-MVA)
Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America.
* Not FDIC insured * May lose value * No bank or credit union guarantee * Not a deposit * Not insured by any federal government agency or NCUA/NCUSIF
Product and feature availability may vary by state and retirement plan.
LIA-079 (4/2023) This notice does not apply in the state of New York.
allianzlife.com/dcplan
retirement-income@allianzlife.com

https://www.allianzlife.com/What-We-Offer/Annuities/Fixed-Index-Annuities/lifetime-income-plus/insights-and-education/?cmpid=n-ot-dcb23-dc-36-4sm-ln-230509 http://www.allianzlife.com/dcplan

401(k) Specialist Issue 2 - 2023

Table of Contents for the Digital Edition of 401(k) Specialist Issue 2 - 2023