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Advisor Education Center

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

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Latest

Latest

Latest

Macro Pulse: With Markets Caught in Macro Crosscurrents, We’re Refocusing on the Fundamentals
5 Questions with Matt Williams, Head of Annuity Products for Retail Annuities at New York Life
New Podcast: The Social Security Annuity
5 Questions with Cammy Lawrence, Head of Annuity Analytics for Retail Annuities at New York Life
Phil Caminiti talks to InvestmentNews about protecting AUM in the Great Wealth Transfer
An Upside to Downturns
"Time in" the Market vs. "Timing" the Market"

Market Volatility

Market Volatility

Market Volatility

View All Market Volatility Insights

Market Volatility - Client Resource

 

An Upside to Downturns

 

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.

Market Volatility - Client Resource
 
"Time in" the Market vs. "Timing" the Market"
 
The benefits of maintaining a long-term investment approach.

New York Life Investments - Client Resource

 

Riding Out Market Events

 

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

Blogs

Blog Post
 
Navigating Regulatory Changes: What Advisors Need to Know About Annuities
 
Regulations surrounding annuities are evolving, placing greater emphasis on transparency, client-first recommendations, and compliance. As an advisor, staying ahead of these changes ensures you remain compliant while strengthening client trust.

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

Business Building

 

Annuities: We Make It Easy

 

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

 

IndexFlex Sales Concept

 

The flexibility to change strategies when conditions change.


Podcast

Podcast

Annuity Insights 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

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.



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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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