New York Life Annuities
Proven Ideas. Real Results. From Our Team to Yours.
Turnkey, field-tested strategies from our top wholesalers designed to help you strengthen client relationships and grow your practice.
Your Growth Partner
At New York Life, we’re more than product providers - we’re growth partners.
We’ve gathered the best business-building strategies our wholesalers use every day to help advisors like you strengthen client relationships and grow more effective practices.
Each turnkey idea is:
— Field-tested in real advisor settings
— Results-driven to help you stand out
— Designed to work in the real world
- Lights, Camera, Connection!
- Dinner to Go. Conversation to Stay.
- Coaches Corner
- Sharpen Your Short Game
Host a private movie showing to create a memorable, family-friendly client experience.
How to Bring It to Life:
- Book the Venue – Partner with a local theater during off-peak times.
- Create the Invite List – Target clients with kids or grandkids, plus key prospects.
- Brand the Experience – Popcorn vouchers, welcome message on screen, branded giveaways.
- Build the Follow-Up – Send thank-you photos and invite to meet over coffee.
Sample Invite:
“Join us for a private movie event—our treat! Bring the kids, enjoy some popcorn, and spend a fun afternoon with your family (and ours!).”
Why It Works:
- Family-friendly format encourages strong attendance
- Builds emotional rapport
- Creates memorable moments that set you apart
Our wholesalers can help you plan, customize, and execute these events from start to finish.
Invite clients for a quick drink and conversation—then send them home with dinner for the family.
How to Bring It to Life:
- Partner with a Local Restaurant – Secure a space for casual meet-ups.
- Extend the Invite – Target clients you’ve been meaning to connect with.
- Set the Scene – Late afternoon or early evening for maximum convenience.
- Make It Meaningful – Focus on appreciation and listening.
Sample Invite:
“I’ll be at [Restaurant Name] this [day] from [time-time]. Swing by for good conversation and a meal on me.”
Why It Works:
- Respects client time
- Creates a personal, memorable gesture
- Encourages open dialogue in a relaxed setting
Our wholesalers can help you plan, customize, and execute these events from start to finish.
Bring in a sport or business coach for a high-energy talk on performance, mindset, and resilience.
How to Bring It to Life:
- Partner with a Local Coach – Look for a compelling leadership story.
- Book a Venue – Gym, community center, or even a locker room.
- Invite Advisors Who Value Growth – Focus on leadership-minded clients.
- Add a Personal Touch – Branded promotional items.
Sample Invite:
“Join us for an evening with Coach \[Name]—a local legend who knows how to build teams and lead with heart.”
Why It Works:
- Inspires and energizes
- Leverages community pride
- Offers a fresh alternative to traditional events
Our wholesalers can help you plan, customize, and execute these events from start to finish.
Run a short-game clinic for small groups at a local golf course or practice facility.
How to Bring It to Life:
- Partner with a Golf Pro – Focus on putting, chipping, and bunker work.
- Reserve a Practice Green – Early morning or twilight hours work well.
- Invite a Select Group – Keep it intimate for more interaction.
- Add a Thoughtful Touch – Branded golf towels, balls, or refreshments afterward.
Sample Invite:
“Join me for a short game clinic with [Pro’s Name]—a fun, hands-on session to sharpen your skills.”
Why It Works:
- Combines professional development with personal enjoyment
- Encourages quality conversations
- Offers a unique experience that stands out
Our wholesalers can help you plan, customize, and execute these events from start to finish.