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.
PREMIER VA Toolkit
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
- At-a-glance insights on the Investment Preservation Rider
- See how clients can stay invested while managing downside risk
- Includes visuals to support “stay the course” messaging
Death Benefit
- Client flyer explaining death benefit protection
- Covers the standard death benefit plus the optional Annual Death Benefit Reset (ADBR) Rider
- Use it when client conversations center on legacy planning alongside retirement growth
Non-Qualified Stretch
- Advisor flyer on using a non-qualified stretch annuity for inherited, non-spousal beneficiary assets
- Spreads tax liability over the beneficiary's life expectancy via IRS-based RMDs, instead of a lump-sum tax hit
- Use it when client conversations involve non-spousal beneficiaries inheriting a non-qualified annuity and wanting distribution control
Turn one conversation with a New York Life wholesaler into your next appointment.
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Access annuity education, market perspectives, and practical resources to support informed planning and client engagement.