Resources / Podcast

ANNUITY INSIGHTS

Women and Wealth

Use our client-ready toolkit to deepen relationships and lead more confident conversations with women investors during the moments that matter most.

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Help turn women’s wealth planning priorities into stronger conversations.

Annuity Insights: Women and Wealth explores the financial priorities, life transitions, and planning conversations shaping women’s wealth. This toolkit helps advisors turn those episode insights into practical discussion prompts, planning considerations, and client-ready resources.

Use it to start more relevant conversations, identify planning opportunities, and support stronger long term client relationships.

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LATEST EPISODE

Golden living: Planning for long-term care without derailing clients’ financial plans

Dr. Michael Finke, CFP^®, is joined by Ruby Grace Reyes of New York Life and Dr. Daralee Barbera, Director of Faculty and Professor of Leadership at the American College of Financial Services, to discuss the importance of long-term care planning. They explore the financial, emotional, and family impacts of care needs, the role advisors play in guiding these conversations, and the insurance and planning strategies available to help clients protect their assets, independence, and loved ones.

Listen on your favorite platform - Apple Podcasts, PodBean, or Spotify.

SEASON 2

Golden living: Planning for long-term care without derailing clients’ financial plans

S2 Episode 6: Solo retirees and longevity: How advisors plan for duration without a safety net

S2 Episode 5: Risk, income, and household structure: How advisors can tailor plans across women’s lives

S2 Episode 4: Life transitions and protection: How advisors plan through divorce, loss, and reset

S2 Episode 3: Caregiving and career gaps: How advisors stabilize income during interruptions

S2 Episode 2: Getting paid to wait: How advisors support Social Security timing decisions

S2 Episode 1: Women and Wealth: What the research tells advisors and how to respond

SEASON 1

S1 Episode 10: The Power of Annuities: Behaviors that drive retirement confidence

S1 Episode 9: Understanding how lifetime withdrawal benefits work

S1 Episode 8: Annuities from an actuary's point of view

S1 Episode 7: The ins and outs of annuity taxation

S1 Episode 6: Breaking down the myths of annuities

S1 Episode 5: The service behind annuities

S1 Episode 4: How annuities fit into an investment portfolio

S1 Episode 3: How accumulation annuities work

S1 Episode 2: The Social Security annuity

S1 Episode 1: The value of annuities in retirement income planning

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Use our client-ready toolkit to deepen relationships and lead more confident conversations with women investors during the moments that matter most.

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