This partnership enables advisors working with Allianz Life to easily illustrate the impact of various annuity outcomes within a financial plan. RightCapital’s software integrates seamlessly with the Allianz Life platform, so advisors working with Allianz Life can quickly generate holistic financial plans that incorporate several facets of their retirement and planning recommendations.
“Managing risk within retirement is an important part of a holistic retirement plan,” said Eric Thomes, chief distribution officer for Allianz Life. “The RightCapital software will allow advisors to easily demonstrate the importance and value of protection products such as annuities, ultimately allowing them to be able to potentially provide the best possible outcome for their clients.”
“At RightCapital, we are committed to enhancing the financial planning experience for advisors and their clients,” explains RightCapital Co-Founder and CEO Shuang Chen. “By partnering with Allianz Life, we are able to provide advisors with flexible planning tools that effectively demonstrate and underscore the value of their annuity recommendations.”
RightCapital and Allianz Life will be hosting joint educational webinars on a variety of financial planning topics including retirement, annuities, and life insurance. To learn more, please visit www.rightcapital.com