At a time when investors are looking for guaranteed retirement income, eMoney Advisor and Allianz Life Insurance Company of North America have formed a strategic partnership to provide advisors a planning platform designed to help them better explain the value of annuities in retirement, according to a news release from eMoney.
The partnership provides Allianz Life direct access to eMoney’s financial planning platform and leverages its digital capabilities and collaboration features to demonstrate the value of annuities through a planning lens, the release 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,” said Eric Thomes, chief distribution officer for Allianz Life, in released comments. He added that embedding risk strategies in financial plans is more critical now than ever..
The release noted that Allianz Life has access to eMoney Premier, eMoney’s most robust planning package. It includes Foundational Planning and Advanced Planning, providing an integrated experience that enables planning for clients regardless of financial situation, together on a single platform. The eMoney Client Portal and Advanced Analytics tools are also available within eMoney Premier.