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

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Advisor Education Center

Resources to help you explain, compare, and stay current on annuities

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Latest

Latest

Latest

Market Outlook for February 16: Common Ripple Effects of IRA Distributions
Macro Pulse for February 15: Extending the Cycle: Growth and Opportunity in Private Markets
An Upside to Downturns
"Time in" the Market vs. "Timing" the Market"

Blogs

Blogs

Blogs

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

Business building

Business building

Business building

A guide to annuities
Annuities and Required Minimum Distributions (RMDs)
Conversation starters for a QLAC
The Inherited Non-Qualified Annuity
Annuities: We Make It Easy
Matching Client Needs With The Right Options
IndexFlex Sales Concept

Podcast

Podcast

Podcast

Podcasts
Episode 1: The Value of Annuities in Retirement Income Planning
Michael Finke and Wade Pfau explore how annuities can provide a stable, reliable income stream, enhancing retirement financial security.
Podcasts
Episode 2: The Social Security Annuity
Andrew Biggs and Jason Fichtner join Michael Finke to unpack America’s most popular annuity—Social Security.
Podcasts
Episode 3: How Accumulation Annuities Work
Michael Finke, Bobby Samuelson, and David Blanchett break down the power of accumulation annuities and their role in long-term retirement planning.
Podcasts
Episode 4: How Annuities Fit Into an Investment Portfolio
Michael Finke, Wade Pfau, and Phil Caminiti explore how annuities can balance risk, growth, and retirement income needs.
Podcasts
Episode 5: The Service Behind Annuities
Michael Finke, Steve Parrish, and Jen Weiss dive into the support provided by annuity companies to help clients navigate their retirement planning.
Podcasts
Episode 6: Breaking Down the Myths of Annuities
Annuities are often misunderstood, especially riders. Michael Finke and Justin Bateman debunk myths and show how riders can strengthen retirement strategies.
Episode 7: The Ins and Outs of Annuity Taxation
Taxes can complicate annuity planning, but in this episode, Michael Finke, Steve Parrish, and Justin Bateman simplify the complexities of annuity taxation.
Episode 8: Annuities from an Actuary's Point of View
Wealth expert Michael Finke is joined by New York Life’s Kelli Faust and PGIM’s David Blanchett.
Episode 9: Understanding How Lifetime Withdrawal Benefits Work
Michael Finke is joined by New York Life’s Matt Williams and The Index Standard’s Bronisov Nikolic to discuss how lifetime income benefits work.
Episode 10: The Power of Annuities: Behaviors That Drive Retirement Confidence
Michael Finke joins HerMoney’s Jean Chatzky and New York Life’s Matt Wion to discuss how annuities build retirement confidence for women and aging couples.

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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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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