The middle market has huge potential that you may be overlooking

It’s a largely untapped market for new clients, life insurance sales, and increased revenue.

Recently, Allianz Life Insurance Company of North America (Allianz) conducted our first 2022 Allianz Middle Market Study.¹ The results are in – and what we learned can help get your business off to a fast start in 2023.

Key data about middle market consumers

• They’re 30-45 years old.
• They’re contributing to a 401(k) plan to the full company match – but they still have concerns about their future financial security.
• They have additional funds to invest in another financial vehicle.
• They’re interested in financial products that can offer access to cash for emergencies, protection from volatility, the ability to address inflation, and have the potential to supplement their income during retirement.

Only about 50% of the middle market has worked with a financial advisor

That represents a big opportunity for you to be the one who creates relationships with these clients who can provide revenue now and potentially more sales in the future as they advance in their careers and have new financial needs.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.

Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America.

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

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