What did we find out that you should know?

Let’s get right to the biggest news: Consumers in the “middle market” are a largely untapped market that you should look to for new clients, new life insurance sales, and increased revenue in 2023.

These potential customers are 30-45 years old, and interested in financial products that offer access to cash for emergencies, protection from volatility, the ability to address inflation, and the potential to supplement their income during retirement. They’re contributing to their 401(k) to the full company match, but they have additional funds to purchase another financial vehicle.

And consider this: Only about 50% of the middle market is working with a financial advisor – which means new clients are out there waiting for you.¹

¹ The 2022 Allianz Middle Market Study was conducted by Allianz Life as an online survey in August 2022 with 800 respondents, ages 25-40 years. Respondents have an annual household income of $100,000+ and either 1) contribute $20,500 or more to retirement investment accounts, or 2) meet or exceed their employee sponsored match and are making/interested in making additional contributions to another account.

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

Life insurance requires qualification through health and financial underwriting.

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Products are issued by Allianz Life Insurance Company of North America, PO Box 59060, Minneapolis, MN 55459-0060.

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