PIMCO Tactical Balanced ER Index Reviewed
March 8, 2023
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Allianz was founded in 1896 and based in Minneapolis, Minnesota, Allianz Life Insurance Company of North America is a leading provider of retirement and protection solutions, including life insurance, and fixed, variable, and fixed index annuities for individuals.
Life Insurance and fixed annuity products are issued by Allianz Life Insurance Company of North America.
Variable annuities are distributed by its affiliate, Allianz Life Financial Services, LLC, Member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416.
| Annuity Company | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|
| Allianz | 2 | 1 | 1 | 1 | 1 |
| Athene | 1 | 2 | 2 | 2 | 3 |
| AIG | 3 | 3 | 4 | 4 | 5 |
| Nationwide | 7 | 4 | 3 | 3 | 7 |
| American Equity | 9 | 5 | 6 | 6 | 2 |
Allianz Life Insurance Company Ratings
Allianz Life Insurance Company is rated A+ by A.M. Best and boasts a Comdex Score of 94; placing them in the 94th percentile of all rated life insurance companies. The below table lists all of Allianz Life’s financial ratings.
| Allianz Life | Rating |
|---|---|
| 5701 Golden Hills Dr., Minneapolis, MN 55416 | |
| A.M. Best Rating | A+ |
| Moody's (21 rankings) | A1 (5) |
| Comdex (percentile of all rated companies) | 94 |
| Standard & Poor's (20 Possible Ratings) | AA (3) |
Invested Asset Distribution & 5 Year Investment Yields
The two graphs below are intended to give you an idea of where Allianz Life invests its’ money and how well those investments are doing.
Assets and Liabilities
Non-Performing Assets
In the chart below you can see Allianz Life’s non-performing assets as well as income and earnings. The pie chart on the right shows the quality of the bonds they are holding.
Allianz Annuity Rates
The below table lists Allianz Life’s best-performing annuities and index annuity crediting strategies based on historical backtesting.
You’ll find three average annual rates of return.
- The most recent 10-year period.
- The best 10-year period
- The worst 10-year period.
Backtesting was done from 2000 to 2020.
Allianz Fixed Index Annuity Returns (hypothetical)
| Allianz Best Performing Stock Market Index Crediting Strategies | Recent | Best | Worst |
|---|---|---|---|
| Allianz Core Income 7 Annuity 2-Year Bloomberg US Dynamic Balance II ER PTP Participation 7 surrender yrs Rider fee: 1.25% | 7.83% | 9.10% | 5.84% |
| Allianz Core Income 7 Annuity 1-Year Bloomberg US Dynamic Balance II ER PTP Participation 7 surrender yrs Rider fee: 1.25% | 6.30% | 7.09% | 4.84% |
| Allianz 360 Annuity 2-Year Bloomberg US Dynamic Balance II ER PTP Participation 10 surrender yrs Rider fee: 1.3% | 6.09% | 7.09% | 4.53% |
| Allianz Core Income 7 Annuity 1-Year Bloomberg US Dynamic Balance II PTP Spread 7 surrender yrs Rider fee: 1.25% | 5.24% | 5.96% | 3.96% |
| Allianz 360 Annuity 2-Year PIMCO Tactical Balanced ER PTP Participation Rate 10 surrender yrs Rider fee: 1.3% | 4.90% | 6.00% | 4.33% |
| Allianz Core Income 7 Annuity 1-Year Bloomberg US Dynamic Balance II PTP Cap 7 surrender yrs Rider fee: 1.25% | 4.76% | 5.45% | 4.69% |
| Allianz 360 Annuity 1-Year Bloomberg US Dynamic Balance II PTP Spread 10 surrender yrs Rider fee: 1.3% | 4.57% | 5.20% | 3.29% |
| Allianz 360 Annuity 1-Year S&P 500 PT P Monthly Sum Cap 10 surrender yrs Rider fee: 1.3% Averaging: Monthly sum | 4.53% | 4.53% | 2.23% |
| Allianz 360 Annuity 1-Year Bloomberg US Dynamic Balance II ER PTP Participation 10 surrender yrs Rider fee: 1.3% | 4.43% | 4.98% | 3.39% |
| Allianz 360 Annuity 1-Year Nasdaq-100 PT P Monthly Sum Cap 10 surrender yrs Rider fee: 1.3% Averaging: Monthly sum | 4.24% | 4.58% | 2.26% |
Shop more fixed index annuity rates.
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Allianz Contact Information
Mailing Address
Fixed Annuities & Life Insurance
Allianz Life Insurance Company of North America
PO Box 59060
Minneapolis, MN 55459-0060
Variable Annuities
Allianz Life Insurance Company of North America
PO Box 561
Minneapolis, MN 55440-0561
All Overnight Mail
Allianz Life Insurance Company of North America
5701 Golden Hills Drive
Minneapolis, MN 55416-1297
Allianz Annuity Website Login for Policyholders
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