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

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FINANCIAL PROFESSIONALS

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 May 11: Early market declines can significantly impact retirement portfolios
Macro Pulse for May 10: 100%: Living with Triple-Digit Debt-to-GDP
Listen to Annuity Insights Podcast Season 2: Women and Wealth
New York Life is going fully digital for Fixed Deferred annuities

Articles

Articles

Articles

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

Understanding variable annuities: Top five benefits for investment portfolios
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
How annuities fit into a retirement portfolio

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
Matching client needs with the right options
Annuities and Required Minimum Distributions (RMDs)
Conversation starters for a QLAC

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

Life transitions and protection: How advisors plan through divorce, loss, and reset

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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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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