Planning more efficiently for longevity – Allianz Life – 11.4.19

Summary:

Now On Demand.

This presentation highlights the challenges financial planners face in preparing for the uncertainties of longevity, and how fee-based annuities can be used in a holistic financial plan to efficiently generate retirement income for clients. This discussion will include:

• An exploration of new strategies to help you more efficiently plan for the unexpected longevities of your clients
• Examples of when it may or may not make sense to incorporate an annuity in a portfolio
• A guide to utilizing fee-based annuities for non-insurance licensed investment advisors

Speakers:

David is the founder and CEO of DPL Financial Partners, a firm focused on the distribution of commission-free insurance products to the RIA and fee-based advisor channel. Mr. Lau is an executive with more than 25 years of professional experience directing strategy for innovative financial services companies with expertise in financial services sales, marketing, technology and operations. Prior to founding DPL, David was Chief Operating Officer of Jefferson National, a leading innovator of tax-advantaged investing strategies for RIAs and fee-based advisors. Earlier in his career, he served as Chief Marketing Officer of E*Trade, and its predecessor, Telebank, the nation’s first internet bank.

As Senior Vice President of Product Development, Adam Brown is responsible for the company’s product development strategy and operations, including product pricing and profitability, and field education. Since joining Allianz Life in 2003, Adam has held a number of actuarial positions with responsibilities that included hedging profitability strategy, asset liability management (ALM), and regulatory and industry engagement.

Adam has a Bachelor of Science in actuarial science and a Bachelor of Arts in general business management from the University of St. Thomas. Adam is a Fellow of Society of Actuaries and a member of the American Academy of Actuaries.

As Vice President of Hedge Business Development, Mark Paulson leads the development of new and existing global annuity business, translating business goals to execution needs for Allianz Investment Management’s core hedging functions, including strategy, systems, portfolio management, and trading. Prior to his current role, Mark was Assistant Vice President of Hedge Trading at Allianz Investment Management, and also worked at Watson Wyatt Worldwide as an actuarial consultant, and at Walleye Trading as a trader and risk manager.

Mark has bachelor’s degrees in mathematics and actuarial science from the University of St. Thomas, and a master’s degree in financial mathematics from the University of Minnesota.