Annuities don’t have to be complex. With the Premier VA Toolkit, New York Life makes it easier for you to have confident, client-focused conversations backed by proven strategies, clear visuals, and streamlined resources.
In this toolkit, you’ll find proven field techniques and conversation starters, along with positioning language that resonates with today’s clients. It also includes guidance on how to frame key benefits including protected growth, tax efficiency, and legacy protection in ways that are clear, compelling, and client ready.
Client Brochure
- A client-friendly guide designed for easy sharing
- Helps simplify the value of Premier Variable Annuities
- Great for mailers, webinars, or in-person meetings
No-Loss Guarantee Flyer
- At-a-glance insights on the Investment Preservation Rider
- Illustrates how clients can stay invested while managing downside risk
- Includes visuals to support “stay the course” messaging
Effective M&E Guide
- Breaks down mortality & expense (M&E) fees in plain language
- Helps clients understand what they’re paying for—and why
- Arms you with clarity when addressing cost-related questions
Ready to bring these ideas to your clients?
Partner with New York Life annuity wholesalers to turn insights into appointments and outcomes.