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.


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.


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.


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.


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.


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.

Tune in to our latest episode on Spotify and Apple Podcasts.


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.

Tune in to our latest episode on Spotify and Apple Podcasts.

.


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.

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 - COMING SOON!

Meet Your Wholesaler

Our team is here to provide a best-in-class product suite.

Meet Your Wholesaler

Education Resource Center

Explore a curated selection of articles with insights from New York Life thought leaders.

Education Resource Center

FAQs

Get answers and insights related to annuities to build safe, strong retirement portfolios.

FAQs