RECEIVE FREE ARTICLES
Just fill out the form below, and we'll send you the article. It's that simple.
Please provide some information:
Which station were you listening to?
When were you listening?
Which report are you interested in?
Thank you for your interest.
 

 

We create sustainable value for our clients and their wealth.

Start Your Consultation Today!
 
 
 

Women Money and Power

The Allianz Women, Money, and Power Study Phase I

In 2006, Allianz Life Insurance Company of North America (Allianz) commissioned The Allianz Women, Money, and Power Study, which sought to better understand the unique relationship women have with money. Allianz learned a lot from the first phase of the Study. Despite their educational, professional, and financial gains over the past few decades, women still feel insecure about their financial futures.

The Allianz Women, Money, and Power Study Phase II

Allianz commissioned Phase II of The Allianz Women, Money, and Power Study to examine two key questions:

  • What do women want to learn about finances?
  • How do they want to learn it?

The study found that while women used the Internet as their main resource for learning about financial planning, it is the least trusted source. Human interaction remains the most meaningful and effective source of information. In fact, 50% of women prefer a person telling me, versus reading about something.

Click Here to complete your own Financial Personality Worksheet.

Women in Transition

The Allianz Women, Money, and Power study shows that widowhood and divorce changes how many women seek out financial advice. You may find yourself working with your financial professional to evaluate your financial situation and making the appropriate changes based on your current needs and future goals. This process can involve a number of tasks and the help of skilled professionals. Allianz has developed a checklist to help you and your financial professional through the process of getting organized and managing your financial future.

Click Here for the Financial checklist for the recently divorced

Click Here for the Financial checklist for the recently widowed

Click Here for a great website about Women, Worth & Money

Click Here for another great website about Women & Money

 Join

Cynthia Marquette

for her radio show

Money in Motion

on Saturdays

3pm – 4pm

on

KEZW AM Radio

divider

 fox

Read our Exclusive Articles featured onFOX Business

Executive Benefits

Increase Your Return


Contact Us Today

divider

4582 S. Ulster St. Suite 650
Denver CO 80237
Office: 720-536-4961
Toll free: 855-266-1094
Fax: 303-749-5988