Resources

Advisor Education Center

Insights to help you explain, compare, and stay current on annuities and retirement planning.

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Featured resources

Featured resources

Featured resources

Market Outlook for June 8: How retirement income sources evolve over time

Market insights

Help turn women’s wealth planning priorities into stronger conversations

Annuity Insights podcast

New York Life is going fully digital for Fixed Deferred annuities

Article

Articles

Articles

Articles

See how annuities can play a powerful role in helping your clients build more secure retirement strategies.

Time is money: How compounding can strengthen your retirement strategy

Article

Asset allocation and diversification: A simple way to strengthen your retirement strategy

Article

The rewards of staying steady: Why keeping calm matters in a volatile market

Article

Dollar-cost averaging: A steady strategy for long-term investing

Article

Save for retirement income now, thank yourself later.

Article

Making the most of retirement: How an informed income strategy can support your confidence and flexibility

Article

Understanding variable annuities: Top five benefits for investment portfolios

Article

Understanding and managing retirement risk

Article

Estate planning: Why it matters and how annuities can play a role

Article

Business building

Business building

Business building

Access insights and strategies to help you define long term goals, strengthen client relationships, and grow your practice with purpose.

The Retirement Income Planning Starter Guide

A guide to annuities

Client brochure

Matching client needs with the right options

Client flyer

Annuities and Required Minimum Distributions (RMDs)

Client flyer

Conversation starters for a QLAC

Client flyer

Podcast

Podcast

Annuity Insights podcast

In partnership with The American College of Financial Services, this season of Annuity Insights: Women and Wealth provides financial professionals with timely conversations and practical planning resources.

Latest episode

Solo retirees and longevity: How advisors plan for duration without a safety net

Listen to the episode →

Webinars

Webinars

Webinars

The 12-Minute Advisor Learning Series: Healthcare, Medicare & Income: The Retirement Equation Every Advisor Must Solve

The 12-Minute Advisor Learning Series: Secure 2.0 Act's Partial Annuitization Rule: Turning Annuity Income into RMD Solutions

The 12-Minute Advisor Learning Series: The Inherited Non-Qualified Strategy: Helping Heirs Manage Taxes and Advisors Retain Assets

Demystifying Annuities: Understanding the Importance of Social Security Claiming Decisions

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