We have the stability to offer competitive rates and strong guarantees, giving advisors confidence that their clients' assets are in good hands.
Ultimately, our goal is to create annuity solutions that help clients achieve long-term financial security while making it easier for advisors to deliver those outcomes.
March 17, 2025
Younger heirs may “be more dubious about forming traditional client-advisor relationships, having grown up with different expectations about financial guidance”.
One key insight is that advisors who engage across multiple touchpoints—attending webinars, accessing educational materials, and having regular conversations with wholesalers—tend to be more confident when discussing annuities with clients.
We combine deep product expertise with a thorough understanding of an advisor’s business model, empowering them to identify opportunities and connect with the right clients.
We focus on providing material that breaks down complex annuity concepts, making them accessible and easy to communicate to clients.
October 7, 2024
As demand for annuity solutions rises among baby boomers entering retirement, Matt highlights the importance of innovation and adaptation.
October 2024
Discover how New York Life strives to make annuities easy through exceptional service.
August 13, 2024
New York Life wholesalers provide valuable guidance with relationships built on trust.
1. Source: Financial Professional Perspectives: The Vital Role of Wholesalers in Their Success, LIMRA, 2024
July 29, 2024
Annuities gain interest among investors for growth, protection, and lifetime income.
March 24, 2024
January 9, 2024
November/December 2023
December 4, 2023
November 10, 2023
September 12, 2023
September, 2023
September 4, 2023