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Why is portability so important for retirement plan participants? And how does it apply to in-plan guaranteed lifetime income solutions like annuities?

We speak with Gordy Stead, Director of Institutional Sales at Allianz Life Insurance Company of North America. He joins us to discuss the importance of portability in retirement savings as we explore the unique challenges and considerations when it comes to in-plan guaranteed lifetime income solutions.

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Disclosure

Research cited in this podcast: 

Allianz Life Insurance Company of North America has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products. 

 Allianz Life Insurance Company of North America does not provide financial planning services. 

 Allianz Life Insurance Company of North America is not affiliated with NAPA

 Guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.