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| Annuity Alert
New marketing content
Equip advisors with retirement planning content that helps clients navigate uncertainty, make more confident decisions, and see the value of protected income solutions.
A new, short presentation that highlights the market-driven complexities of retirement planning and how uncertainty drives suboptimal financial outcomes. Makes the case for guarantees and protected solutions as powerful behavioral tools and highlights the industry demand for annuities.
Highlights an impactful US Census Bureau chart that maps how, as we age, less time is spent with others and more time is spent alone. For retirees, and older women who have lost a spouse, that could mean facing complex financial decisions with less guidance and support from their networks. Makes a case for the importance of working with an advisor to remove a common worry: having enough retirement income.
A new client flyer that addresses growing uncertainty around the future of Social Security and encourages clients to prepare for multiple retirement outcomes. Highlights the projected funding shortfall, increasing longevity, and the potential impact on retirement income, while reinforcing the value of proactive planning and guaranteed income solutions, such as annuities, to help create greater financial confidence in retirement.
Summer 2026 DCAA special
For the first time in more than two years, we are introducing a Premier VA DCAA Special, matching the highest rates we have ever offered!
The promotion begins July 13, 2026, and ends August 21, 2026. There will not be an extension. Each wholesaler will receive 25 copies of the client flyer. Please refer to the DCAA Special Client Flyer below for rates and additional details.
Market Outlook booklet
The Q2 Market Outlook booklet will be shipped to advisors and wholesalers on Monday, July 13. Wholesalers will each receive 25 copies to share with advisors.
Please reach out to Marketing with any questions.
New VA pitch sheet
Printed copies of the Premier VA Advisor Pitch Sheet recently introduced in Nashville are now available for order on The Annuity Store.
New hearsay posts available for LinkedIn
Want marketing to post for you? Click here.
Chart of the week:
Chronic health conditions can affect retirement security
WEEK OF JULY 20, 2026
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Kiplinger Readers' Choice Awards 2026: Annuity Providers
New York Life has been recognized in Kiplinger’s 2026 Readers’ Choice Awards for Annuity Providers as outstanding for Most Recommended and Overall Satisfaction.
New IndexFlex assets
Access the latest IndexFlex FIA materials for the Chase launch, including rate sheets, fact sheets, brochures, and launch flyers, now available on the sales dashboard.
Brochures and flyers
Fact sheets
Rates
Advisor Growth webinar series launch
The new Advisor Growth webinar series kicks off with “Strategic Networking to Grow Your Business,” presented by Andrea Nierenberg, Networking Expert and Executive Business Coach, on May 29 at 1:00 p.m. ET.
Please note: this webinar is not available to advisors affiliated with Edward Jones, Janney Montgomery Scott, BOA/Merrill Lynch, Morgan Stanley, Ash, Simplicity, Charles Schwab, Innovative Underwriters, Fifth Third, Citizens, HSBC, and Key.
Premier VA fund updates
Effective May 1, 2026, Premier’s investment platform expands to include seven new investment options, offering more flexibility to build diversified client portfolios across fixed income and equity strategies. A flyer highlighting the new VA investment options is also available for order in The Annuity Store.
IndexFlex Variable Annuity key dates
- Paper applications: Needs to have an application signed date by 4/17/2026 or will be rejected.
- eBusiness: Advisors need to initiate the ticket and be client signed by 4/17/2026. After 4/17/2026 the products will no longer show as available on the eBusiness platforms.
- Funding deadline: All policies must be funded by 6/30/2026.
For all both Paper and eBusiness cases, we can continue to accept applications received after 4/17/2026 as long as the signatures are 4/17/26 or before. All funding must be received by June 30th so the policies can be issued, as there will be a block in rPay after that date.
New York Life Variable Annuities
On May 1, 2026, seven new funds will be added to the New York Life Variable Annuities (VA) investment platform. In addition, one fund will soft‑close, another will undergo a reorganization, and several funds will change their names.
Super CE – March 26 at 2pm ET
Guide to Retirement Planning Strategies
This educational course examines the five-step retirement planning process and highlights key income sources, risks, and considerations when creating a retirement plan tailored to your client’s needs.
While the event is broadly available to advisors, marketing will be concentrating our invites to a targeted list of firms (including Cetera, LPL, and Stifel). Reminder that advisors from Morgan Stanley, Merrill Lynch, Edward Jones, and UBS may not attend. We are hosting a Super CE at two upcoming Wells Fargo conferences (April 24 Nashville and May 29 San Antonio). Our ask is that Wells Fargo advisors from AL, AR, FL, GA, KY, LA, MS, TN, and TX are not invited to maximize their in-person attendance at the Retirement Income Summit.
Morgan Stanley IndexFlex FIA NY launch
The IndexFlex FIA product launched at Morgan Stanley in New York on Monday, March 2nd.
FIA commission is consistent across all carriers. We will participate in two FA compensation options, outlined below.
- Option 1: 5yr: 0-80 1%, 81-85 .50%, Trail after 13mo .25% 7yr: 0-80 1.75%, 81-85 .70%, Trail after 13mo .25%
- Option 3: 5yr: 0-80 2.5%, 81-85 1.25%, Trail post CDSC .25% 7yr: 0-80 3.5%, 81-85 1.75%, Trail post CDSC .25%
Please note we have a Morgan Stanley specific rate sheet, links below.
Share product views on the rates page in one click
You can now send a direct link to a specific product on the Rates page and land exactly where you want. Each product now has its own shareable URL. When you select a product, the URL updates automatically in real time to reflect that selection.
Example: https://www.nylannuities.com/resources/rates?product=indexflex-annuity
Open that link and IndexFlex is already loaded.
Why This Matters to You
This update removes friction.
Instead of guiding a financial professional through multiple clicks, you can now send a direct link that lands exactly on the product you’re discussing. That means:
• Faster conversations
• Fewer instructions
• More focused product discussions
• A smoother digital experience
Share product views on the rates page in one click
You can now send a direct link to a specific product on the Rates page and land exactly where you want. Each product now has its own shareable URL. When you select a product, the URL updates automatically in real time to reflect that selection.
Example: https://www.nylannuities.com/resources/rates?product=indexflex-annuity
Open that link and IndexFlex is already loaded.
Why This Matters to You
This update removes friction.
Instead of guiding a financial professional through multiple clicks, you can now send a direct link that lands exactly on the product you’re discussing. That means:
• Faster conversations
• Fewer instructions
• More focused product discussions
• A smoother digital experience