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
Effective M&E Guide
- Breaks down mortality & expense (M&E) fees in plain language
- Helps clients understand what they’re paying for—and why
- Equips you with clarity when addressing cost related questions
No-Loss Guarantee flyer
- 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
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
Partner with a New York Life annuity wholesaler to turn insights into appointments and outcomes.
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Access annuity education, market perspectives, and practical resources to support informed planning and client engagement.