Allianz Life and Orion Advisor Services Partner to Bring Annuities to the Platform

Allianz Life Insurance Company of North America announced that it is partnering with Orion Advisor Services, LLC (Orion), a top portfolio management solution provider for registered investment advisors. With the partnership, those utilizing the Orion platform will have daily, timely access to data for all Allianz Life fixed index annuities and index variable annuities within Orion’s trading and reporting interface.

“We are pleased to partner with Orion,” said Tom Burns, chief distribution officer, Allianz Life. “The Orion platform will allow us to provide advisors with the tools they need to help provide their clients with innovative annuity solutions.”

“Providing up-to-date, verified position information for Allianz Life’s leading annuity products within our platform, enables advisors to thoroughly and efficiently deliver solutions their clients need while enhancing our data integrity with Allianz Life,” said Eric Clarke, founder and CEO of Orion. “People’s financial lives can change rapidly before and during retirement. This partnership arms advisors with timely data to better adapt their financial plans as needed.”

“Orion is a proven leader in the RIA space,” continued Burns. “The service they provide in connecting advisors with up-to-date annuity data for their clients is of increasing importance as more Americans realize the need for proper income planning within retirement.”

ABOUT ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA

Allianz Life Insurance Company of North America, one of FORTUNE’s 100 Best Companies to Work For® in 2018, has been in business since 1896. The company helps Americans achieve their retirement income and protection goals with a variety of annuities and life insurance products. In 2017, Allianz Life provided a total of $2.7 billion in benefit payments that supported policyholders’ financial objectives. As a leading provider of fixed index annuities, Allianz Life is part of Allianz SE, a global leader in the financial services industry with 142,000 employees in more than 70 countries worldwide. More than 85 million private and corporate customers rely on Allianz knowledge, global reach, and capital strength to help them make the most of financial opportunities. To learn more, visit: www.AllianzLife.com

ABOUT ORION ADVISOR SERVICES, LLC

Orion Advisor Services, LLC (Orion) is a portfolio accounting service provider for advisors. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. Orion’s technology solutions empower more than $650 billion in AUA and over 2 million accounts. For more, please visit www.OrionAdvisor.com.

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