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Equipping advisors with the information they need to confidently understand and navigate annuities. 

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Macro Pulse for August 17: Washington Takes a Bigger Cut of Strategic Industries
New York Life Recognized by Annuity.org as Most Trusted Annuity Provider
The Power of Annuities—Behaviors That Drive Retirement Confidence
5 Questions with Rutendo Mwaramba, Head of Strategy for Retail Annuities at New York Life
An Upside to Downturns
"Time in" the Market vs. "Timing" the Market"

Blogs

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Navigating Regulatory Changes: What Advisors Need to Know About Annuities
Demystifying Annuity Myths: Breaking Down Common Misconceptions
Driving Client Engagement Through Behavioral Finance Insights
Understanding Client Psychology
Understanding Variable Annuities: Top Five Benefits for Investment Portfolios
How Annuities Fit into a Retirement Portfolio

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Annuities: We Make It Easy
Matching Client Needs With The Right Options
IndexFlex Sales Concept

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The Power of Annuities—Behaviors That Drive Retirement Confidence

In the season finale, Michael Finke is joined by HerMoney’s Jean Chatzky and Matt Wion, Head of Retail Annuities at New York Life, to explore how annuities boost retirement confidence—especially for women—by debunking myths, emphasizing guaranteed income’s emotional value, and promoting goal-based planning.

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Demystifying Annuities: Understanding the Importance of Social Security Claiming Decisions

2025 Wealth Planning Trends: The Super Bowl, Asset Values and the Silver Tsunami

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This material is being provided for informational purposes only, and was not prepared, and is not intended, to address the needs, circumstances and objectives of any of individual or groups of individuals. New York Life, its affiliates, employees and agents are not making a recommendation that any of your particular clients purchase any specific products, and do not provide tax or legal advice.

Annuities are long-term financial products used for retirement purposes. Annuities contain certain fees and charges and there are risks, restrictions, and limitations to consider. Variable annuities are subject to market risk including possible loss of principal. Withdrawals or surrenders may be subject to ordinary income taxes and, if made prior to age 59½, may be subject to a 10% IRS penalty. Guarantees are based on the claims-paying ability of New York Life Insurance and Annuity Corporation (NYLIAC).

Clients should consider the charges, risks, expenses, and investment objectives carefully before purchasing a variable annuity. The product and fund prospectuses contain this and other information and can be obtained from a financial professional. Clients should read the prospectuses carefully before investing or sending money.

New York Life Variable Annuities are issued by New York Life Insurance and Annuity Corporation (“NYLIAC”), a Delaware Corporation. NYLIFE Distributors LLC, Member FINRA/SIPC, is the wholesale distributor and underwriter for these products. Both NYLIAC and NYLIFE Distributors LLC are wholly-owned subsidiaries of New York Life Insurance Company, 51 Madison Avenue, New York, NY 10010. Variable annuities offered through properly licensed registered representatives of a third party registered broker dealer.

Income annuities and deferred annuities are issued by New York Life Insurance and Annuity Corporation (a Delaware Corporation), 51 Madison Avenue, New York, NY 10010.

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