Smart Kx + Allianz: How to Collect Revenue on Your Annuity Advice​

Date: Jan 17, 2024

Recent IRS Private Letter Rulings have changed the game for Registered Investment Advisors (RIAs). RIAs can now bill fees directly from fee-based annuities rather than billing other accounts under management or a flat dollar amount. This can increase transparency, decrease mistakes and eliminate friction in offering this type of potential solution.

Watch our webinar about annuities and fee billing to:

  • Understand the evolution of commission-free annuities & the enhancements to fee-billing capabilities.
  • Learn best practices for smooth fee collection and compliance.
  • Hear how fellow RIAs are handling annuity fees alongside other assets.

Presented By

Lacey Shrum
Lacey Shrum Founder, Smart Kx
Sam Dittberner, CFP®, CIMA®
Sam Dittberner, CFP®, CIMA® RIA Relationship Manager, Allianz Life Insurance Company of North America

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

Please note that Allianz Life Insurance Company of North America, its affiliated companies, and their representatives and employees do not give fiduciary, tax or legal advice or advice related to social security or Medicare. Clients are encouraged to consult their tax advisor or attorney or Social Security Administration (SSA) office for their particular situation

Allianz and Allianz Life Financial Services, LLC are not affiliated with Smart Kx.

Guarantees are backed by the financial strength and claims-paying ability of Allianz and do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.

Products are issued by Allianz Life Insurance Company of North America and distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com

This content does not apply to the state of New York.

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