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Help turn women’s wealth planning priorities into stronger conversations.

 

Annuity Insights: Women and Wealth explores the financial priorities, life transitions, and planning conversations shaping women’s wealth. This toolkit helps advisors turn those episode insights into practical discussion prompts, planning considerations, and client ready resources.

Use it to start more relevant conversations, identify planning opportunities, and support stronger long term client relationships.

 

 

 

Get the advisor toolkit for conversations with women investors.

For financial professionals only.

LATEST EPISODE

Risk, income, and household structure: How advisors can tailor plans across women’s lives

Dr. Michael Finke, CFP®, joins Theresa Gralinski, Head of Advisor Advancement Institute for New York Life Investment Management, and Lindsey Lewis, Director and Chair of the American College Center for Women in Financial Services, to discuss how advisors can better support women by addressing fears around longevity, caregiving, and financial security while creating holistic plans that provide clarity and confidence through life’s biggest transitions.

Listen on your favorite platform - Apple Podcasts, PodBean, or Spotify.
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Unlock the toolkit
SEASON 2
S2 Episode 5: Risk, income, and household structure: How advisors can tailor plans across women’s lives
S2 Episode 4: Life transitions and protection: How advisors plan through divorce, loss, and reset
S2 Episode 3: Caregiving and career gaps: How advisors stabilize income during interruptions
S2 Episode 2: Getting paid to wait: How advisors support Social Security timing decisions
S2 Episode 1: Women and Wealth: What the research tells advisors and how to respond
SEASON 1
S1 Episode 10: The Power of Annuities: Behaviors that drive retirement confidence
S1 Episode 9: Understanding how lifetime withdrawal benefits work
S1 Episode 8: Annuities from an actuary's point of view
S1 Episode 7: The ins and outs of annuity taxation
S1 Episode 6: Breaking down the myths of annuities
S1 Episode 5: The service behind annuities
S1 Episode 4: How annuities fit into an investment portfolio
S1 Episode 3: How accumulation annuities work
S1 Episode 2: The Social Security annuity
S1 Episode 1: The value of annuities in retirement income planning

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