A portal to support you when advising your client
Why unit linked?
Explain and show your client why unit-linked insurances are a smart idea.
Digital questionnaire
Our digital tool helps you to easily find the right risk-return-profile for your client
Interest rate calculator
Show your client how strong low interest rates can affect their savings.
Multi Asset Tool
Show your client why it makes sense to diversify the investment.
Product Information
Find useful product information to hand out to your client.
<a href="https://www.allianzgi.com/azbe/opportunity23" target="_blank">View Portal</a>
A story for every situation. Convince your client.
How do I use the broker portal in my conversations with clients with diverse investor profiles? Each client is different and deserves an individual approach. This snack will show you how to use the tools to help convince your clients to invest in unit-linked insurances.
„This is how up-to-date advisory looks: Interactive tools, a great user experience and transparent results.“
„With these tools my advice is as individual as my clients.“
„With these tools my advice is as individual as my clients.“
„Unit-linked insurance is crucial to my clients. Now I can easily explain this.“
„Unit-linked insurance is crucial to my clients. Now I can easily explain this.“
„Investing in a low interest rate environment is very easy with the advisor portal.“
„Investing in a low interest rate environment is very easy with the advisor portal.“
„Investment solutions with acceptable risks – now I can explain these easily.“
„Investment solutions with acceptable risks – now I can explain these easily.“