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The Hidden Benefits of Decumulation Diversification

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Are your clients worried about running out of money during retirement? Join us for this eye-opening webinar on decumulation diversification – the innovative and groundbreaking strategy that’s changing the retirement game. Our experts will show you strategies for diversifying income using advanced technologies to hedge against potential tax and inflation increases. And analyze a real-life case study to demonstrate how to make smart adjustments to your financial plan using cutting-edge planning software. 

But that’s just the beginning – attend this webinar and you’ll discover…

  • The trade-off of paying taxes now vs. later
  • How to ease the risk of rising inflation and taxes throughout retirement
  • Ways to quantify the impact of changes in the Monte Carlo score, or probability of success, on your retirement goals

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and is pending approval.

Sponsored by

 

 

 

Schyler Adams

Director, Advanced Strategies and Planning Platforms

Allianz Life Insurance Company of North America

 

David Lenok – Host

Senior Wealth Planning Editor

WealthManagement.com

 

*Allianz Life Insurance Company of North America does not offer financial planning services

Allianz Life Insurance Company of North America, its affiliated companies, and their representatives and employees do not give fiduciary, tax or legal advice

Insurance and annuities are issued by Allianz Life Insurance Company of North America. Variable annuities are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com

Allianz Life Insurance Company of North America and WealthManagement.com are not affiliated companies

ENT-1037-Adams (4/2022)

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