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.
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- Click here to discover our annuity solutions.
- Click here to connect with your NYL Wholesaler.
- Check out our latest blog on Driving Client Engagement Through Behavioral Finance Insights
- 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.
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- 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.
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- Check out our latest blog on Understanding Variable Annuities: Top Five Benefits for Investment Portfolios
- Read the episode summary here.
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.
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- Click here to discover our annuity solutions.
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- Check out our latest blog on How Annuities Fit into a Retirement Portfolio: A Strategic Approach
- Read the episode summary here.
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.
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- 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
- Read the episode summary here.
Episode 6: Breaking Down the Myths of Annuities
Annuities are often misunderstood, especially when it comes to riders. In this episode, Michael Finke and Justin Bateman debunk common misconceptions and explain how riders can enhance retirement strategies.
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- 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 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. They dive into how annuities can offer tax benefits that help you maximize your clients’ retirement outcomes.
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- Click here to discover our annuity solutions.
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- Check out our latest blog on Navigating Regulatory Changes: What Advisors Need to Know About Annuities
Episode 8: Annuities from an Actuary's Point of View
In this episode, wealth expert Michael Finke is joined by Kelli Faust, Actuary and Corporate Vice President at New York Life, and David Blanchett, Head of Retirement Research at PGIM. Together, they examine annuities through an actuarial lens—discussing how pricing, mortality assumptions, and risk pooling all shape the value of guaranteed income products.
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Episode 9: Understanding How Lifetime Withdrawal Benefits Work
In this episode, Michael Finke is joined by Matt Williams of New York Life and Bronisov Nikolic of The Index Standard to discuss how lifetime income benefits work. They explore the differences between traditional annuities like SPIAs and DIAs and newer options like GLWBs, highlighting key considerations for turning retirement savings into reliable income.
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Episode 10: 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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