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IMPORTANT UPDATES FOR RESOURCE

› Don’t wait or it might be too late! 2021 tax year deadlines and contribution limits. Learn more

Rates

New rates are typically effective the first Tuesday of the month, with a preview of declared rates available one week prior.

› View now

Only one week left to seize this BIG opportunity.

The 35% premium bonus on Allianz 222® Annuity ends April 11, 2022.

There is only one week left for our Premium+ Event – and our biggest-ever premium bonus of 35%!1,2

Beginning April 12, 2022, the premium bonus will be 30%.

If you haven’t submitted your Allianz 222® business yet, now is the time. See how you can give your clients an even more attractive premium bonus in addition to:

  • principal protection,
  • tax-deferred growth potential,
  • a death benefit, and
  • options for lifetime income (including the potential for increasing income3).

Don’t miss out! The Allianz 222® Premium+ Event ends in one week, on April 11, 2022. Visit the Allianz 222® Premium+ Event page to learn more.

Post-event business rules:
Applications must be signed and received in the Allianz home office by Monday, April 11, 2022 at 11:59 p.m. Central time to be eligible for the increased premium bonus. Applications signed on or before April 11, 2022 at 11:59 p.m. Central time and received on or after Tuesday, April 12, 2022 will automatically receive the post-event version of the product.

Applications received before February 21, 2022 that are pending or within their free-look period must be submitted with the February 2022 Product Change Letter of Instruction no later than April 11, 2022 or the end of their free-look period, whichever occurs earliest, in order to opt in to the promotional rates.

IMPORTANT NOTE FOR PENDING APPLICATIONS OR ISSUED CONTRACTS WITHIN THEIR FREE-LOOK PERIOD: If your client chooses to opt in to the post-change version of the product, their PIV premium bonus will change from 35% to 30%.

Enhancements to our top three FIAs coming next week

Announcing MY (multi-year) point-to-point crediting, plus a new index option.

Starting next week, your clients will be able to choose our new MY point-to-point with a participation rate crediting method with select Allianz FIAs.

Available in 2-year and 5-year crediting periods, we’ve designed MY point-to-point to generally offer higher participation rates than comparable 1-year options.1

But that doesn’t mean a long wait: Your clients can lock in an index value at any point with Index Lock2 and receive the indexed interest credit on their next contract anniversary. Then, they can choose a new allocation option and go again.

Plus, we are adding the S&P 500® Futures Daily Risk Control Index, which at Allianz will be available only with the MY point-to-point with a participation rate crediting method.3

Log in to preview the April 12 rates and get ready to offer your clients a new dimension in crediting.

› Discover the benefits of longer-term crediting, with the flexibility of short-term control

Great news: Positive product changes are coming on April 12

Positive changes are coming soon to:

  • Allianz 360SM Annuity
  • Allianz Benefit Control® Annuity
  • Core Income 7® Annuity
  • Retirement Foundation ADV® Annuity

› See what’s changing

Discover our innovative NEW crediting method.

Join our POWER OF PRODUCT webinar to learn more.

Have you heard about the new dimension in crediting?

You probably know that longer-term crediting methods generally offer higher participation rates than comparable 1-year options. But until recently, longer-term crediting methods also came with a long wait. Allianz has changed that with MY (multi-year) point-to-point crediting method and Index Lock – lock it in and go again, available on select Allianz FIAs.

Join our newest POWER OF PRODUCT webinar, MY point-to-point crediting options, to learn about the innovations we’re bringing to multi-year crediting – and how they can benefit your clients.

› Event details and registration

Key employee compensation strategies for nonprofits

Register now for the April Spotlight Series webinar

Join us Tuesday, April 12 at 10:00 a.m. - 11:00 a.m. Central time for an in-depth discussion on key employee compensation strategies for nonprofits – and how life insurance can play a role. Our Advanced and Specialty Markets will cover:

  • Finding opportunities in the nonprofit employer market
  • Compensation rules and regulations applicable to nonprofit employers
  • Key employee compensation strategies – including 457 plans, key employee bonus, and split-dollar
  • What to expect: How to navigate the unique organizational culture of nonprofits

› Register now

Do you have complex questions regarding your business?

Look no further than the Advanced Markets Q&A book.

The Advanced Markets Q&A book answers a variety of common questions that the Advanced Markets team receives on a daily basis. This popular resource covers topics like qualified plans and IRAs, nonqualified annuity taxation, life insurance, estate planning, and more. Be sure to keep our latest version handy to help keep your business running smoothly.

› Download it now

NEW FIA illustration system look and feel

Beginning April 12, you’ll notice our fixed index annuity (FIA) illustration system has been enhanced with a new look and feel. This will not only make it more intuitive to run your own illustration, but also result in a more polished illustration presentation to your clients.

Questions? Contact your Allianz representative.

Examining the impact of inflation on retirement savings

Making a plan now can help alleviate risks down the road.

› Learn more

NOTEWORTHY

› Quarterly Market Update – March issue

CONNECT WITH ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA

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Allianz Life Insurance Company of North America

Allianz Life Insurance Company of New York

Allianz Life

1 The 35% premium bonus is available only from February 22, 2022 to April 11, 2022.

2 The premium bonus and interest bonus are credited only to the protected income value. To receive the PIV, including the bonus, the contract must be held for at least 10 contract years, and then lifetime income withdrawals must be taken. Your client will not receive the bonuses if the contract is fully surrendered or if traditional annuitization payments are taken. If it is partially surrendered the PIV will be reduced proportionally, which could result in a partial loss of bonuses. Income withdrawals are considered partial withdrawals and are subject to ordinary income tax and, if taken prior to 59½, a 10% federal additional tax. Because this is a bonus annuity, it may include higher surrender charges, longer surrender charge periods, lower caps, higher spreads, or other restrictions that are not included in similar annuities that don’t offer a bonus feature.

3 Increasing income potential is provided through a built-in rider at no additional cost.

Allianz 222® Annuity (C54370) and the Protected Income Value Rider (R95352) are issued by Allianz Life Insurance Company of North America, PO Box 59060, Minneapolis, MN 55459-0060. 800.950.7372 www.allianzlife.com

1 Although MY (multi-year) point-to-point crediting is designed to offer higher rates than its one-year counterpart, there is no guarantee that rates will be higher or that rates will increase year over year. Rates will vary due to market conditions.

2 Because the index value locks at the end of the business day, the actual value used to determine the interest credit may be higher or lower than at the time of request.

3 Index availability is subject to change.

The “S&P 500® Futures Daily Risk Control 5% Index” is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”), and has been licensed for use by [S&P Dow Jones Indices LLC and its affiliates]. Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Allianz Life Insurance Company of North America (“Allianz”). Allianz products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P 500 Futures Daily Risk Control 5% Index.

Keep in mind that life insurance policies require health and financial underwriting.

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

This newsletter may periodically provide you with links to outside articles and websites. Please note that the information and opinions included are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by the issuing company. It is being provided for informational purposes only and is not a solicitation for the purchase of any product, nor should it be construed as advice designed to meet the particular needs of your clients. Always ensure you follow the current policies on the use of any advertising, third-party materials and/or social media as required by your broker/dealer and/or the carriers that you represent.

This content is for general informational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, Allianz Life Insurance Company of New York, their affiliates, and their employees and representatives do not give legal or tax advice or advice related to Medicare or Social Security benefits. You are encouraged to consult with your own legal, tax, and financial professionals for specific advice or product recommendations, or to go to your local Social Security Administration office regarding your particular situation.

Please note that in order to provide a recommendation to a client about the liquidation of a securities product, including those within an IRA, 401(k), or other retirement plan, to purchase a fixed or variable annuity or for other similar purposes, you must hold the proper securities registration and be currently affiliated with a broker/dealer or registered investment advisor. If you are unsure whether or not the information you are providing to a client represents general guidance or a specific recommendation to liquidate a security, please contact the individual state securities department in the states in which you conduct business.

For more complete information about the issuing companies variable annuities and variable investment options, call Allianz Life Financial Services, LLC at 800.542.5427 for a prospectus. The prospectuses contain details on investment objectives, risks, fees, and expenses, as well as other information about the variable annuity and variable investment options, which your clients should carefully consider. Encourage your clients to read the prospectuses thoroughly before sending money.

Guarantees are backed by the financial strength and claims-paying ability of the issuing company. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.

Retirement consultants market and distribute products manufactured by Allianz Life Insurance Company of North America and Allianz Life Insurance Company of New York. Retirement consultants provide education and information related to products they market and do not provide financial or investment advice.

Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. www.allianzlife.com. In New York, products are issued by Allianz Life Insurance Company of New York, 1633 Broadway, 42nd Floor, New York, NY 10019-7585. www.allianzlife.com/new-york. Variable products are distributed by their affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. Only Allianz Life Insurance Company of New York is authorized to offer annuities and life insurance in the state of New York.

• 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

CONFIDENTIALITY NOTICE: The information in this email may be confidential and may be legally privileged. It is intended only for the use of the individual(s) named above. If you are the intended recipient, be aware that your use of any confidential or personal information may be restricted by state and federal privacy laws. If you, the reader of this message, are not the intended recipient, you are hereby notified that you should not further disseminate, distribute, or forward this email. If you have received this email in error, please notify the sender and delete the message. Thank you.

For financial professional use only – not for use with the public.
Variable annuity material and information is intended for registered representatives only and is not approved for insurance agents.
Product and feature availability may vary by state and broker/dealer.

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