Financial professionals who sell life insurance policies for Allianz Life Insurance Company of North America (Allianz Life) can now use a new tool to create customized, interactive policy proposals.
The tool, Illustrations with Impact, powered by the EnsightTM technology platform, helps financial professionals create strong proposals for their clients.
Designed to accompany and expand on a policy proposal, Illustrations with Impact create full presentations that walk clients through all the ways that fixed index universal life insurance (FIUL) can help secure their financial future. With the click of a button, the tool generates personalized client content, including interactive charts, using value drawn from the details of that client’s policy illustration. The tool also shows the potential over time for accumulation, loans and withdrawals and even a death benefit.
“It’s a powerful way to help clients see the positive financial impact in their own life,” said Jason Wellmann, head of Life Distribution for Allianz Life. “But Illustrations with Impact goes beyond the numbers, instantly putting the proposal into a form that’s easier for the financial professional to explain–and easier for the client to understand.”
The tool pulls from the clients’ information to show how a policy can help address concerns like inflation, taxation, market volatility, and longer life expectancies. It also helps clearly explain signature features of an Allianz Life Pro+® Advantage Fixed Index Universal Life Policy like Index Lock and Auto Lock that can grow the policy’s cash value over time and can help ensure a positive index return in volatile markets.
“Illustrations with Impact helps financial professionals show their clients why they are recommending our life policy,” said Wellmann. “It’s another way we keep adding more value to our relationship with the people who sell our products.”
“Allianz has been at the very forefront of the digital transformation shift over the last several years. We are extremely proud to be helping Allianz enable a better sales experience for Allianz producers and advisors,” said Bill Unrue, CEO, Ensight.
Ensight™ is the leading cloud-based insurance sales acceleration platform for more than 500 life, long term care (LTC) and annuity distributors, thousands of financial professionals, as well as many of the largest North American insurance carriers. Headquartered in San Diego, California, Ensight helps drive sales growth and productivity, while addressing the entire sales lifecycle experience–from prospect to policyholder, new business to inforce.
Allianz Life Insurance Company of North America, one of the Ethisphere World’s Most Ethical Companies®, has been trusted since 1896 to help millions of Americans prepare for financial uncertainties and retirement with a variety of innovative risk management solutions. In 2023, Allianz Life provided additional value to its policyholders via distributions of more than $13.73 billion. As a leading provider of fixed index annuities, registered index-linked annuities, and fixed index universal life insurance, Allianz Life is part of Allianz SE, a global leader in the financial services industry with approximately 157,000 employees in more than 70 countries. Allianz Life is a proud sponsor of Allianz Field® in St. Paul, Minnesota, home of Major League Soccer’s Minnesota United.
Allianz Life and Ensight are not affiliated companies.
Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Products are issued by Allianz Life Insurance Company of North America. www.allianzlife.com.
This content does not apply to the state of New York.
