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Latest
Market Volatility
Market Volatility
Market Volatility - Client Resource
When investing for retirement, market ups and downs can cause investors to worry about market losses and turn to less risky investment options. While there is no guarantee that historical trends will continue in the future, in the past, equity markets rebounded from short-term shocks, eventually showing long-term gains.
New York Life Investments - Client Resource
During a volatile market, it may be tempting to sit on the sidelines and wait until things get better. However, no one can predict what the market will do a day, a week, or even a year from now. So, “timing” the market in the short term may not be as prudent as maintaining “time in” the market.
Blogs
Blogs
Blog Post
Demystifying Annuity Myths: Breaking Down Common Misconceptions
Annuities are a powerful financial tool, yet misconceptions often cause hesitation among clients. As an advisor, addressing these myths head-on can build trust and make annuity conversations more effective.
Blog Post
Driving Client Engagement Through Behavioral Finance Insights
Annuities remain a critical tool for retirement planning, yet many clients hesitate due to behavioral biases and misconceptions. By leveraging behavioral finance insights, advisors can better understand client decision-making processes and create strategies that resonate.
Blog Post
The Behavioral Side of Annuities: Understanding Client Psychology
Many individuals resist annuities not because of their financial structure but because of ingrained biases and fears. By understanding behavioral finance principles, advisors can frame annuities in a way that resonates with clients on a deeper level.
Blog Post
Understanding Variable Annuities: Top Five Benefits for Investment Portfolios
Variable annuities offer a unique balance of market participation, tax advantages, and guaranteed income features, making them a valuable tool in the right financial strategy.
Blog Post
How Annuities Fit Into a Retirement Portfolio: A Strategic Approach
A well-structured retirement portfolio should balance growth, security, and guaranteed income. While many clients focus on traditional investments like stocks and bonds, annuities offer unique advantages that can help mitigate risk, ensure stability, and provide lifetime income security.
Business Building
Business Building
Business Building
Annuities don't have to be difficult. By streamlining the sales process, we can help you focus on building relationships with your clients.
Business Building
Matching Client Needs With The Right Options
Whether your clients are seeking growth, stability, or a guaranteed income for retirement, understanding these options will enable you to offer strategic recommendations that align with their financial goals.
Business Building
The flexibility to change strategies when conditions change.
Podcast
Podcast
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Newest Episode: The Social Security Annuity
Andrew Biggs and Jason Fichtner join Dr. Finke to unpack America’s most popular annuity—Social Security. Tune in for a practical conversation on how to make your money last and the role annuities can play in retirement planning.
Webinars
Webinars
2025 Wealth Planning Trends: The Super Bowl, Asset Values and the Silver Tsunami
Join wealth planning expert Ben Rizzuto from Janus Henderson as he shares key strategies to help you grow your practice and guide clients through tax, estate, and retirement planning. Gain valuable insights on investor trends, income tax changes, wealth transfer strategies, behavioral coaching, and retirement income.