Products May 2, 2011

Archimedes Introduces College Savings Smartphone App

Archimedes Systems introduced the College Savings Planner application to help financial institutions engage with smartphone users.
Reported by

Customized for corporate clients, the smartphone app helps families determine the monthly savings needed to meet future college costs.   

According to Archimedes, the application helps users to:  

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  • Investigate a wide range of current and future costs for thousands of colleges and universities; 
  • Establish where they are now and where they are going with planned college savings; 
  • Examine how various saving and investment strategies will offset college costs; 
  • Develop a realistic, achievable action plan for meeting college funding goals; and 
  • Get tips & take next-steps through convenient calls-to-action. 

“We’re delighted to provide financial services companies with a tailored solution that allows their clients to connect with them so easily,” said Mary Nickeson, Archimedes’ Director of College Planning Solutions. “The app strengthens client relationships, enhances a financial institution’s mobile offerings and can be customized for both the retail and advisor markets.”      

To see and download the College Savings Planner app on iTunes, go to http://www.archimedes.com/mobileapps/CollegeSavingsPlanner.phtml.
Products May 2, 2011

Allianz Expands Distribution of Annuity Product

Allianz Life Insurance Company of North America announced that it has formed strategic relationships with seven broker/dealers to add the Allianz Retirement Pro Variable Annuity to their advisory platforms.
Reported by

Previously available only through LPL Financial, Retirement Pro will now be offered through Cambridge Investments, Advisor Group (representing Royal Alliance, SagePoint and FSC Securities), Commonwealth Financial Network and Valmark Securities.  

The announcement said Allianz Retirement Pro is an insured retirement solution designed for clients who work with a fee-based investment adviser.  

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In addition, Allianz Life has added to the team supporting the product, led by Corey Walther, Head of Investment Relations and Fee-Based Distribution for Allianz Life Financial Services, LLC.  

The recent hirings include: 

  • Jay Rosoff – Formerly with Allianz Global Investors, Rosoff will be responsible for the Northeast region. 
  • Ryan Hurley – Most recently a Regional Vice President for Allianz Life, Hurley will be responsible for the West region. 
  • Mike Nicola – Formerly a Senior Vice President of Fund Partner Relations for Allianz Life, Nicola will be responsible for the Central region.  

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