We understand that choosing an ideal retirement income solution for your clients is crucial.
CPD Knowledge Hub
Access our range of articles and educational material to secure your CPD points. These articles revolve around the retirement income narrative, as well as broader areas of relevance for all advisers, such as soft skills, regulation and compliance.
Resources, Forms & Guides
We have a range eduational resources available to support and assist advisers with their retirement income strategies.
Contact Us
Contact your local Business Development Manager who will be happy to assist you and answer any questions
Tools
Use our income and retirement strategy illustrator tools to help make informed recommendations for your clients.
Income Estimator
Find out how much income could be generated or the initial investment amount required to generate a specified initial annual income.
AGILE Retirement Strategy Illustrator
Model and generate a comprehensive retirement portfolio that includes AGILE and compare against an Account Based Pension only portfolio.
Useful Quick Links
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AGILE Resources
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Research Reports
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Latest Insights
AGILE Resources
Introduction to AGILE
An introduction to AGILE and its two phases - Growth and Lifetime Income.
An introduction to AGILE and its two phases - Growth and Lifetime Income.
AGILE Adviser Guide
Learn more about the features, benefits and mechanics of AGILE.
Learn more about the features, benefits and mechanics of AGILE.
Lifetime Income
An explainer-style guide to Lifetime Income, including how it's calculated and how it can be maximised.
An explainer-style guide to Lifetime Income, including how it's calculated and how it can be maximised.
Protected Investment Options
An explainer-style guide to Protected Investment Options, including protection options and Maximum Returns.
An explainer-style guide to Protected Investment Options, including protection options and Maximum Returns.
Enhance Client Conversations
Access three insightful videos to help your clients understand the importance of retirement planning and the benefits of a secure income stream for life.
The importance of retirement planning
Retirement can be exciting yet financially daunting. This video highlights why retirement planning is crucial and how AGILE can enhance your clients' confidence in their future.
The changing retirement landscape
Modern retirees seek the confidence to spend and maintain their lifestyle. They need investment strategies that offer both certainty and flexibility. AGILE combines protected investments with growth potential and guaranteed lifetime income.
How does AGILE work?
AGILE is a new era retirement income stream that grows investments, offers control and flexibility, and guarantees regular income for life. With AGILE, your clients can enjoy a secure and fulfilling retirement.
Whitepapers
A Necessary Shift: The Future of Retirement Solutions in Australia
An informative paper designed to outline the demographic trends that underpin the looming regime shift as well as the unique risks, planning strategies and next-generation retirement products destined to define super success in the looming era of decumulation
The Retirement Income Imperative: Transform retirement with income certainty
An informative paper designed to outline the changing demographic landscape and approach to retirement planning. In this paper, we help you understand the different options for regular income in retirement and how this can provide more certainty for your clients.
Retirement Income Products Reframed
It’s time to think differently about retirement – to challenge conventional wisdom and champion innovative income strategies that help improve outcomes for Australian retirees.
Latest Insights
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Allianz Retire+ Adviser Portal
A dedicated portal for advisers to access education, tools and policy information.