Nasdaq Congratulates Allianz Life on the launch of Legacy by Design Fixed Indexed Annuity Solution

April 23, 2019


Nasdaq congratulates Allianz Life Insurance Company of North America (Allianz) on the launch of their innovative fixed index annuity (FIA) solution, Allianz Legacy by Design℠. Legacy by Design offers a systematic and efficient way to manage unneeded required minimum distributions (RMDs) while helping protect and enhance financial legacies.

According to Allianz, a fixed indexed annuity (FIA) offers a unique combination of benefits including tax deferral, indexed interest potential, and protection of principal and credited interest from market downturns.

Legacy by Design is a combination of two FIAs that work together to systematically and efficiently address unneeded Required Minimum Distribution (RMD) income from qualified accounts and the associated taxes, while also potentially enhancing a client’s financial legacy:

  • Allianz Legacy PlannerSM Annuity
  • Allianz Legacy PlusSM Annuity

Both contracts offer the potential for clients to earn indexed interest based on changes in a variety of external market indexes and index allocation options. Included in these allocation options is the Nasdaq-100 Index (NDX), the bellwether for the tech industry, with more than $60B linked in exchange traded products globally.

About Nasdaq
Nasdaq Global Indexes calculates more than 40,000 diverse indexes, providing coverage across asset classes, countries and sectors. Our rules-based, objective methodology teamed with our award-winning technology set us apart from other index providers. Whether you are an institution, fund manager, advisor or private investor, Nasdaq indexes are benchmarks that can help influence and track your investment strategies. To learn more about Nasdaq Global Indexes, visit our website or contact our team here.

Although an external index may affect your interest credited, the contract does not directly participate in any equity or fixed income investments. Contract holders are not buying shares in an index.

Legacy by Design (C64281-Q, C64281-NQ) is issued by Allianz Life Insurance Company of North America. Guarantees are backed by the financial strength and claims-paying ability of the issuing company.

Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should be construed as investment advice, either on behalf of a particular security or an overall investment strategy. Neither Nasdaq, Inc. nor any of its affiliates makes any recommendation to buy or sell any security or any representation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may differ materially from those expressed or implied. Past performance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

© 2019. Nasdaq, Inc. All Rights Reserved.

This communication is not intended for New York audiences. In New York, products are issued by Allianz Life Insurance Company of New York.

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