Wealth planning insights for meaningful client conversations.

 

Designed for today’s financial professionals, Annuity Insights: Women and Wealth is produced in partnership with The American College of Financial Services and pairs timely, research-driven conversations with an advisor toolkit built to support effective planning discussions.

Each episode explores the real-world considerations shaping women’s wealth planning and offers practical insights advisors can apply to drive clearer decisions and stronger outcomes.

 

 

 

 

 

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LATEST EPISODE

Caregiving and career gaps: How advisors stabilize income during interruptions

Dr. Michael Finke, CFP®, joins Kaylee Ranck, Director of the Office of College Research at the American College of Financial Services, and Jennifer Weiss, Head of Retail Annuities Service Experience at New York Life to discuss how caregiving, impacting one in four adults, can disrupt income and long-term financial security, especially for women. They highlight how advisors can proactively address these risks and use planning strategies to help stabilize income during career interruptions.

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