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The webinar will provide a deep dive into Allianz Retire+’s new product, AGILE: Guaranteed Income for Life and will demonstrate how a small allocation to a lifetime income stream can help provide consistent income for clients in retirement.
We will look at several client case studies and various portfolio outcomes using our online calculators and tools, whilst focusing on key objectives of reducing volatility and adding stable income into Client Portfolios.
The Webinar will bring to life various real life client scenarios and highlight how the addition of a flexible lifetime income stream can be an effective risk overlay for pre and post retirees and mitigate against longevity risk and regret risk.
We look forward to seeing you virtually for the session.
- Date: Thursday 6th July 2023
- Time: 12 Noon (AEST)
Confirmation email will be sent with further detail on the webinar next week.
Register for Webinar
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Natalie Philips
Natalie is one of the NSW State Business Development Managers at Allianz Retire + team. Our distribution team support financial advisers, so they have the information they need to give their clients the best advice. From Sydney, Natalie has an Advanced Diploma in financial planning and services and started her career as at Challenger. Within the Challenger group she spent 10 years across the Wealth Management Business in Advice, specialising in retirement income solutions and supporting financial advisers.
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