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If you’ve ever wanted to know more about fixed index annuities, today’s show is for you. We have a special guest who explains what they are, why they can help you and how they offer stability and reliability.
On This Episode:
Today we have a special guest, Rebecca Woodstra from Allianz Life, one of the leading providers in the fixed index annuity space.
A fixed index annuity is a contract between you and the insurance company. In exchange for the money you place in an annuity, the insurance company ensures several benefits, including a steady stream of retirement income and tax benefits.
As an External Wholesaler, Becca travels cross-country to work closely with financial advisors and other professionals. She has a passion for retirement income planning and securing financial futures.
Allianz has a very disciplined investment philosophy that focuses on stability, reliability and long-term results. This helps Allianz guarantee the benefits they offer and protect the money clients entrust to their care.
The company was founded in 1896 and serves more than 3.7 million contract owners. It is known for innovation, especially because all income increases are locked in and can never go down.
Thanks for listening to this week’s show. Feel free to utilize the timestamps below to skip around to specific topics.
Timestamps:
0:28 – Meet Rebecca
1:05 – Allianz
2:50 – Innovation
6:42 – Index thought capability
9:43 – Volatility controlled indexes
13:00 – No additional fees
“Allianz has a very disciplined investment philosophy that focuses on stability, reliability and long-term results.” – Rebbeca Woodstra
