ON-DEMAND WEBINAR
Evaluating and Presenting Tax Strategies in eMoney
There are many potential strategies to help minimize tax exposure during life and at death. During this session, you'll get a better understanding of several core strategies within eMoney, focusing on how to evaluate and present these courses of action inside a retirement income plan.

Presenters

Chris Mauriello
Financial Planning Practice Management Consultant
eMoney Advisor
Schyler Adams, CFP®
Financial Technology Field Director
Allianz Life Insurance Company of North America
L. Kelly LaVigne
Senior Director Advanced Markets
Allianz Life Insurance Company of North America
Required to receive CFP CE Credit
WHAT EMONEY DOES WITH DATA WITHIN THIS FORM

  • eMoney collects the information contained within this form such as name, address, phone number, email, state, and optional employment information such as job title and organization via this site and stores it to identify webinar registrants and for legal purposes if applicable.
  • Such personal information will shared with Allianz Life Insurance Company of North America (Allianz Life) and Allianz Life Insurance Company of New York (Allianz Life of NY) and webinar speakers listed above and be stored to contact registrants for purposes of providing recordings and other content from the webinar, as well as to offer information regarding additional eMoney services.
  • Our commitment to your privacy is set forth in our Privacy Policy and provides additional information for California Residents.
  • For more information on use of this data by Allianz Life and Allianz Life of NY, please visit the the Allianz Life and Allianz Life of NY privacy policies.
Annuities can help meet your long-term retirement goals by offering tax-deferred growth potential, a death benefit during the accumulation phase, and a guaranteed stream of income at retirement.

This event is for general informational purposes only. It is not intended to provide fiduciary, tax, or legal advice.

Allianz Life Insurance Company of North America, Allianz Life Insurance Company of New York, and Allianz Life Financial Services, LLC are affiliated companies and not affiliated with eMoney Advisor.

Guarantees are backed by the financial strength and claims-paying ability of the issuing company and do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.

Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427. www.allianzlife.com. In New York, products are issued by Allianz Life Insurance Company of New York, 1633 Broadway, 42nd Floor, New York, NY 10019-7585. www.allianzlife.com/new-york. Variable products are distributed by their affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. Only Allianz Life Insurance Company of New York is authorized to offer annuities and life insurance in the state of New York.

This content is intended for investment professional use only.
CE credit is not awarded for watching the on-demand webinar recording.