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

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Latest

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Latest

Macro Pulse for July 27: The Fed’s Summer Playlist: Cutting Cues or Hawkish Hits?
5 Questions with Rutendo Mwaramba, Head of Strategy for Retail Annuities at New York Life
New Podcast Episode: The Power of Annuities—Behaviors That Drive Retirement Confidence
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

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Business Building

Business Building

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

Podcast

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Annuity Insights Podcast

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Latest Episode
 

The Power of Annuities—Behaviors That Drive Retirement Confidence

In the final episode of Season One, Michael Finke is joined by HerMoney’s Jean Chatzky and Matt Wion, Head of Retail Annuities at New York Life, to explore how annuities can boost retirement confidence—especially for women and aging couples. They debunk myths, highlight the emotional value of guaranteed income, and promote goal-based planning to help retirees spend with confidence and freedom.

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Webinars

Webinars

Webinars

Demystifying Annuities: Understanding the Importance of Social Security Claiming Decisions

NYL hosted a webinar led by Social Security expert Brian Doherty, author of the best-selling book Getting Paid to Wait, where attendees learned how to make one of the most crucial retirement decisions — when to claim Social Security.

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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