Resources / Podcast

ANNUITY INSIGHTS

Women and Wealth

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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.

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LATEST EPISODE

Solo retirees and longevity: How advisors plan for duration without a safety net

Dr. Michael Finke, CFP^®, joins Jessica Ruggles, Head of Financial Wellness for New York Life, and Tamiko Toland, Founder and CEO of the 401k annuity hub and a fellow at the LIMRA Retirement Income Institute, to discuss how advisors can help women facing retirement on their own to navigate longevity, caregiving responsibilities, financial confidence, and income security.

Listen on your favorite platform - Apple Podcasts, PodBean, or Spotify.

SEASON 2

S2 Episode 6: Solo retirees and longevity: How advisors plan for duration without a safety net

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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Use our client-ready toolkit to deepen relationships and lead more confident conversations with women investors during the moments that matter most.

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