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LATEST EPISODE

How advisors turn women and wealth conversations into results

In the lastest episode of Annuity Insights, Dr. Michael Finke, CFP®, is joined by networking expert and executive business coach Andrea Nierenberg and Haley Wilkes, External Wholesaler with New York Life Annuities, to explore how advisors can build stronger relationships with women clients. They discuss the importance of active listening, consistent communication, empathy during life transitions, and practical strategies for helping women feel heard, supported, and confident in their financial plans.

Listen wherever you get your podcasts, including Apple Podcasts, PodBean, or Spotify.

 

Season two

This season explores women and wealth, examining how life stages, caregiving, Social Security, longevity, household structure, and long-term care shape planning. Experts share insights to help all advisors listen, build confidence, plan for transitions, and create strategies that support women's financial goals.

Golden living: Planning for long-term care without derailing clients’ financial plans
Solo retirees and longevity: How advisors plan for duration without a safety net
Risk, income, and household structure: How advisors can tailor plans across women’s lives
Life transitions and protection: How advisors plan through divorce, loss, and reset
Caregiving and career gaps: How advisors stabilize income during interruptions
Getting paid to wait: How advisors support Social Security timing decisions
Women and Wealth: What the research tells advisors and how to respond

Season one

Explore how annuities can support retirement planning through guaranteed lifetime income, tax-deferred growth, downside protection, and longevity risk management. Top experts break down product types, taxation, Social Security, portfolio strategy, pricing, client services, and common annuity myths.

The Power of Annuities: Behaviors that drive retirement confidence
Understanding how lifetime withdrawal benefits work
Annuities from an actuary's point of view
The ins and outs of annuity taxation
Breaking down the myths of annuities
The service behind annuities
How annuities fit into an investment portfolio
How accumulation annuities work
The Social Security annuity
The value of annuities in retirement income planning

 

 

Insight is most valuable when you can put it into practice.

 

The episodes highlight what clients value from an advisor. The next step is applying those perspectives in ways that strengthen trust and deepen relationships.

 

 

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