Advisor

Advise your client easily

The advisor portal supports you with tools and simple visualisation

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.

View Portal

Click here

Unsure how to approach your client or how to explain something? The advisor portal contains various options ranging from visuals to explain the effects of a low interest rate environment or why multi asset can be a good option. From easy to sophisticated, you find lots of thinks to support you.

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.

 

 

Less Experience

Less Experience

Marie is not experienced in financials at all. She needs to have simple and easy to understand explanations. See which tools you can use when advising her. 

External Video Content

This video is loaded through YouTube. Google is collecting information about your interaction with this video by using cookies and may use this for targeting their offers. Please accept cookies in order to show the video.

Medium Experience

Medium Experience

Eric has a bit of experience and owns investment products, but he still needs advice. He is also a bit overwhelmed with the offer on the market…. See how you can convince him of a unit linked.

External Video Content

This video is loaded through YouTube. Google is collecting information about your interaction with this video by using cookies and may use this for targeting their offers. Please accept cookies in order to show the video.

Good Experience

Good Experience

Xavier and Sophie are experienced with investment products. They want to know more and need more sophisticated explanations. Check out which tools we suggest for this clientele.

External Video Content

This video is loaded through YouTube. Google is collecting information about your interaction with this video by using cookies and may use this for targeting their offers. Please accept cookies in order to show the video.

Waste in water

„This is how up-to-date advisory looks: Interactive tools, a great user experience and transparent results.“

„This is how up-to-date advisory looks: Interactive tools, a great user experience and transparent results.“

Waste in water

„With these tools my advice is as individual as my clients.“

„With these tools my advice is as individual as my clients.“

Waste in water

„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.“

Waste in water

„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.“

Waste in water

„Investment solutions with acceptable risks – now I can explain these easily.“

„Investment solutions with acceptable risks – now I can explain these easily.“

Allianz Global Investors

You are leaving this website and being re-directed to the below website. This does not imply any approval or endorsement of the information by Allianz Global Investors Asia Pacific Limited contained in the redirected website nor does Allianz Global Investors Asia Pacific Limited accept any responsibility or liability in connection with this hyperlink and the information contained herein. Please keep in mind that the redirected website may contain funds and strategies not authorized for offering to the public in your jurisdiction. Besides, please also take note on the redirected website’s terms and conditions, privacy and security policies, or other legal information. By clicking “Continue”, you confirm you acknowledge the details mentioned above and would like to continue accessing the redirected website. Please click “Stay here” if you have any concerns.