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Wealth planning insights for meaningful client conversations.

 

Designed for today’s financial professionals, Annuity Insights: Women and Wealth is produced in partnership with The American College of Financial Services and pairs timely, research-driven conversations with an advisor toolkit built to support effective planning discussions.

Each episode explores the real-world considerations shaping women’s wealth planning and offers practical insights advisors can apply to drive clearer decisions and stronger outcomes.

 

 

 

Complete the form to unlock your advisor-ready toolkit.

For financial professionals only.

LATEST EPISODE

Life transitions and protection: How advisors plan through divorce, loss, and reset

Dr. Michael Finke, CFP®, joins Steve Vinson, Head of Sales for New York Life Insurance, and Dr. Jody Krausman, Assistant Professor and Program Director of the Master's in Science in Financial Planning at the American College of Financial Services to advisors who excel in this space go beyond stress testing scenarios by creating clear, actionable plans in advance, helping clients avoid making major financial decisions in the middle of emotional life events like loss, divorce, or job disruption.

Listen on your favorite platform - Apple Podcasts, PodBean, or Spotify.
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SEASON 2
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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