2027 Founder’s Club Experience
We’re halfway through the qualification period for next year’s Founder’s Club Experience in San Diego! It’s already expected to be our largest gathering of Founder’s Club members to date, and we’re introducing a new qualification for your key staff members.
Watch the special message from Jeff Maxey and contact your Advisor Development Consultant for all the details!
Marketing
Stop Guessing Your Client’s Longevity: HALO
Generic actuarial tables can’t predict your client’s unique future. It’s time to bridge the gap between health and wealth with Lumiant HALO (Health Analysis & Longevity Optimizer).
Why add HALO to your practice?
- Plan for Reality: Replace “rules of thumb” with personalized longevity projections based on lifestyle and health history.
- Health Span vs. Life Span: Distinguish between active, independent years and high-cost assisted years to build smarter liquidity strategies.
- Humanize the Conversation: Turn fearful discussions about long-term care into positive conversations about wellness and vitality.
Don’t just manage a portfolio. Plan for the life your client actually lives.
Reach out to your Advisor Development Consultant to learn more and schedule a DEMO with the experts.
Sales
Advanced Sales Training – July 30-31, Minneapolis
This in-person event is designed for financial professionals looking to improve their overall sales proficiency.
From lead generation to closing new clients, Advanced Sales Training will teach how to harness the power of a proven end-to-end sales experience, shift prospects’ mindsets from performance to income protection, establish strong connections with new clients to receive more referrals, and ultimately embrace a complete sales process that will drive success.
Reach out to your Advisor Development Consultant for more information and to qualify for trip reimbursements.
Product
Allianz FIA rates effective July 7, 2026
Rates are increasing on Allianz Life Insurance Company of North America (Allianz) FIAs effective July 7, 2026.
You can see the full details for each product by using the links below (no login required):
Allianz Accumulation Advantage® Annuity ($100,000 premium or greater)
Allianz Accumulation Advantage 7®Annuity($100,000 premium or greater)
Allianz Accumulation Advantage+®Annuity($100,000 premium or greater)
Contact your Annuity Advisor Development Consultant for more information and illustrations.
This information is for Financial Professional Use Only and is not intended for distribution to the general public or for use in a consumer solicitation. 5742476-0726