Allianz : New Core Income 7: Simple design, powerful potential
New product
Offer clients a simple design and powerful potential with
Core Income 7
Now available in IL, NH, OK, and WA
Planning for retirement income can be complicated. The new Core Income 7SM
Annuity along with its Core Income Benefit rider from Allianz Life Insurance Company of North America (Allianz) can help make it simpler:
The annual charge for the Core Income Benefit rider is 1.05%
of the contract’s accumulation value, deducted monthly from
the accumulation value and guaranteed minimum value (in most
states).
2
Annual payout percentage increases apply to ages 45 and
above. Lifetime withdrawals cannot begin prior to age 50
Distributions are subject to ordinary income tax and, if taken prior to age
59½, a 10% federal additional tax.
Guarantees are backed by the financial strength and claims-paying ability of
Allianz Life Insurance Company of North America.
The Barclays US Dynamic Balance Index is comprised of the Barclays Capital U.S.
Aggregate Bond Index and the S&P 500® Index and shifts weighting daily between them based on realized market volatility. The Barclays Capital U.S. Aggregate Bond Index is comprised of U.S. investment-grade, fixed-rate bond market securities, including government agency, corporate, and
mortgage-backed securities.
Allianz products are not sponsored, endorsed, sold, or promoted by Barclays
Capital. Barclays Capital makes no representation or warranty, express or implied, to the owners of Allianz products or any member of the public regarding the advisability of investing in securities generally or in Allianz products particularly or the ability of the Barclays Capital Indices, including without limitation, the Barclays Capital U.S. Aggregate Bond Index and
Barclays US Dynamic Balance Index, to track general bond market performance. Barclays Capital’s only relationship to Allianz Life Insurance Company of North America and its affiliates (“Allianz”) is the licensing of the Barclays Capital U.S. Aggregate Bond Index and Barclays US Dynamic Balance Index which is determined, composed and calculated by Barclays Capital without regard to Allianz or Allianz products. Barclays Capital has no obligation to take the needs of Allianz or the owners of Allianz products into consideration in determining, composing or calculating the
Barclays Capital U.S. Aggregate Bond Index and Barclays US Dynamic Balance Index. Barclays Capital is not responsible for and has not participated in the determination of the timing of, prices of, or quantities of Allianz products to be issued or in the determination or calculation of the equation by which
Allianz products are to be converted into cash. Barclays Capital has no obligation or liability in connection with the administration, marketing or trading of Allianz products.
BARCLAYS CAPITAL DOES NOT GUARANTEE THE QUALITY, ACCURACY AND/OR THE COMPLETENESS
OF THE BARCLAYS CAPITAL INDICES, OR ANY DATA INCLUDED THEREIN,
OR OTHERWISE OBTAINED BY ALLIANZ, OWNERS OF ALLIANZ PRODUCTS, OR
ANY OTHER PERSON OR ENTITY FROM THE USE OF THE BARCLAYS CAPITAL
INDICES, INCLUDING WITHOUT LIMITATION, THE BARCLAYS CAPITAL U.S.
AGGREGATE BOND INDEX AND BARCLAYS US DYNAMIC BALANCE INDEX, IN
CONNECTION WITH THE RIGHTS LICENSED HEREUNDER OR FOR ANY OTHER
USE. BARCLAYS CAPITAL MAKES NO EXPRESS OR IMPLIED WARRANTIES,
AND HEREBY EXPRESSLY DISCLAIMS ALL WARRANTIES OF MERCHANTABILITY
OR FITNESS FOR A PARTICULAR PURPOSE OR USE WITH RESPECT TO THE
BARCLAYS CAPITAL INDICES, INCLUDING WITHOUT LIMITATION, THE
BARCLAYS CAPITAL U.S. AGGREGATE BOND INDEX AND BARCLAYS US
DYNAMIC BALANCE INDEX, OR ANY DATA INCLUDED THEREIN. WITHOUT
LIMITING ANY OF THE FOREGOING, IN NO EVENT SHALL BARCLAYS
CAPITAL HAVE ANY LIABILITY FOR ANY SPECIAL, PUNITIVE, INDIRECT,
OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS), EVEN IF
NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES.
S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“S&P”). This trademark has been licensed for use by S&P Dow Jones Indices LLC and its affiliates. S&P® and S&P 500® are trademarks of S&P. These trademarks have been sublicensed for certain purposes by Allianz Life Insurance Company of North America (“Allianz”). The S&P 500 is a product of S&P Dow Jones Indices LLC and/or its affiliates and has been licensed for use by Allianz. Allianz products are not sponsored, endorsed, sold, or promoted by S&P Dow Jones Indices LLC, Dow Jones, S&P, or their respective affiliates and neither S&P Dow Jones Indices LLC, Dow Jones, S&P, or their respective affiliates make any representation regarding the advisability of investing in such product.
Products are issued by:
Allianz Life Insurance Company of North America
5701 Golden Hills Drive, Minneapolis, MN 55416-1297
CONFIDENTIALITY NOTICE: The information in this email may be confidential and may be legally privileged. It is intended only for the use of the individual(s) named above. If you are the intended recipient, be aware that your use of any confidential or personal information may be restricted by state and federal privacy laws. If you, the reader of this message, are not the intended recipient, you are hereby notified that you should not
further disseminate, distribute, or forward this email. If you have received this email in error, please notify the sender and delete the message. Thank you.
For financial professional use only – not for use with the public.
Product and feature availability may vary by state and broker/dealer.
