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Allianz Life Insurance Company of North America (Allianz) is committed to helping you determine whether a fixed annuity fits within your financial goals. There are many choices when it comes to selecting an annuity, and we encourage consumers to review the range of options carefully and discuss them with their agent before purchasing an annuity.
We are committed to helping consumers make the choices that are best suited to their financial needs. As part of this commitment:
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Every customer completes a "Suitability Form" before purchasing an Allianz annuity. Allianz requires these forms on every transaction in all states, even though many states do not require one. The suitability form helps you and your agent have a conversation about whether an annuity is appropriate for your financial situation.
- Every customer receives a "Statement of Understanding" that uses clear, straightforward language to summarize and explain key issues such as surrender charges, crediting methodology, and annuitization options.
- We offer extensive information and education about Allianz fixed annuities to our agents to ensure that they know how to help consumers understand the range of fixed annuities offered by Allianz.
- Every customer gets a "free look period" that gives them the option to cancel the transaction if they decide it doesn’t meet their needs. A "free look period" gives you the option to cancel transaction if you decide it doesn’t meet your needs.
On this section of our Web site, you will find valuable consumer information that will help you weigh the options when it comes to choosing annuities.
Visit these Web sites to learn more about annuities:
American Council of Life Insurers
Americans for Secure Retirement
Insurance Information Institute
National Association of Variable Annuities
To ask a question about Allianz fixed annuities:
We encourage all of our customers to contact us with any questions or concerns regarding their product benefits, provisions, and conditions.
For information about Allianz fixed annuities call: 800.950.1962
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