Annuity Insights from New York Life Annuities
Join Dr. Michael Finke and guests as they explore key factors shaping the economy and the world of annuities. Gain expert insights to support your annuity decisions with New York Life Annuities. Don’t miss an episode—save this page to your favorites for easy access anytime.
Introduction
In partnership with The American College of Financial Services, New York Life Annuities has launched Annuity Insights—your go-to source for exclusive strategies and expert interviews you won’t find anywhere else.
Each episode covers actionable insights on:
- Retirement income strategies and cash flow management
- Tax efficiencies to maximize client benefits
- Portfolio integration and investment protection
Tune in to our latest episode on Spotify and Apple 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.
Tune in to our latest episode on Spotify and Apple Podcasts.
- Click here to discover our annuity solutions.
- Click here to connect with your NYL Wholesaler.
- Check out our latest blog on Demystifying Annuity Myths: Breaking Down Common Misconceptions
- Read the episode summary here.
Episode 2: The Social Security Annuity
Andrew Biggs and Jason Fichtner join Michael 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.
Tune in to our latest episode on Spotify and Apple Podcasts.
- Click here to discover our annuity solutions.
- Click here to connect with your NYL Wholesaler.
- Check out our latest blog on The Behavioral Side of Annuities: Understanding Client Psychology
- Read the episode summary here.
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.
Tune in to our latest episode on Spotify and Apple Podcasts.
- Click here to discover our annuity solutions.
- Click here to connect with your NYL Wholesaler.
- Check out our latest blog on Understanding Variable Annuities: Top Five Benefits for Investment Portfolios
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.
Tune in to our latest episode on Spotify and Apple Podcasts.
- Click here to discover our annuity solutions.
- Click here to connect with your NYL Wholesaler.
- Check out our latest blog on How Annuities Fit into a Retirement Portfolio: A Strategic Approach
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.
Tune in to our latest episode on Spotify and Apple Podcasts.
- Click here to discover our annuity solutions.
- Click here to connect with your NYL Wholesaler.
- Check out our video on Annuities are easier with New York Life
Education Resource Center
Explore a curated selection of articles with insights from New York Life thought leaders.
