At Allianz Retire+, we are continually striving to provide innovative retirement solutions to you and your clients.

You are invited to join us for a roundtable, hosted by the Allianz Retire+ team, where they will take a deep dive into retirement portfolio construction and their outcomes using our longevity solution, Allianz Guaranteed Income for Life (AGILE).

Client’s seeking advice about how to restructure their financial affairs may also be seeking reassurance they’re on target to achieve, and in some cases maintain, the retirement they have worked hard for. This includes optimizing their superannuation and improving Age Pension entitlements. One way clients can gain the confidence to continue spending in retirement and withstand the instinctive urge to reduce their expenditure in response to changing market conditions involves the implementation of a lifetime income stream. How and when to utilise a lifetime income stream isn’t always clear however.

Join us for a session where we will delve into research exploring how a portfolio constructed with an allocation to a lifetime income stream can lead to improved retirement outcomes for clients. During the session, we also identify how certain lifetime income stream features can be used for different client scenarios.  

Learning outcomes:

• Outline and apply findings from research into superannuation retirement portfolios with next generation lifetime income streams
• Evaluate when a lifetime income stream product that meets the capital access schedule is appropriate
• Identify the target audience for AGILE and scenarios where it becomes a pivotal choice

This session will have CPD points.