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:
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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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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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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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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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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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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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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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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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