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