Explore a curated selection of articles with insights on asset protection, retirement income, and retirement strategies from New York Life thought leaders.
5 Questions with Scott Bredikis, Head of Business Administration
In-force oversight is crucial as our responsibility to clients and advisors doesn't end when a policy is issued.
5 Questions with Rutendo Mwaramba, Head of Strategy
We have the stability to offer competitive rates and strong guarantees, giving advisors confidence that their clients' assets are in good hands.
5 Questions with Matt Williams, Head of Annuity Products
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
Phil Caminiti, Head of Annuity Sales at New York Life, talks to InvestmentNews about the unique challenges and opportunities for RIAs of all sizes and types to capture wealth being passed down.
Younger heirs may “be more dubious about forming traditional client-advisor relationships, having grown up with different expectations about financial guidance”.
5 Questions with Cammy Lawrence, Head of Annuity Analytics
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.
5 Questions with Phil Caminiti, Head of Annuity Sales
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.
2024
5 Questions with Laura McCarron, Head of Annuity Marketing
We focus on providing material that breaks down complex annuity concepts, making them accessible and easy to communicate to clients.
October 7, 2024
Matt Wion, Head of Retail Annuities at New York Life, talks to Investment News about the evolving annuity landscape and the need to simplify the buying process.
As demand for annuity solutions rises among baby boomers entering retirement, Matt highlights the importance of innovation and adaptation.
October 2024
5 Questions with Jen McCauley-Weiss, Head of Third Party Annuity Service Experience.
Discover how New York Life strives to make annuities easy through exceptional service.
August 13, 2024
In a new LIMRA study, 9 in 10 financial professionals agree that wholesalers deliver value-added services beyond product expertise.1
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
New York Life has been included on Barron’s 100 Best Annuities list for another year.
Annuities gain interest among investors for growth, protection, and lifetime income.
March 24, 2024
New York Life retirement expert Todd Taylor shares insights on why some retirees underspend in retirement.
January 9, 2024
This article provides a fresh take on the ways annuities can bring emotional value to your clients.
2023
Investments and Wealth Monitor
November/December 2023
New York Life experts Todd Taylor and Kelli Faust explore why retirees often constrain their spending in retirement.
December 4, 2023
Learn what’s fueling another record year for income products. Is this the “new normal”?
November 10, 2023
Learn tips for how retirees can have the cash they’ll need for as long as they live.
September 12, 2023
This article analyzes data from a recent research study to explore how knowledge about annuities among financial advisors could be related to decisions around usage.
September, 2023
Todd Taylor, head of Retail Annuities at New York Life calls retirement the most challenging “financial planning puzzle” consumers face. Understanding consumer behavior, he says, is key to solving that puzzle.
This article is for producer use only, not for distribution to the public.
September 4, 2023
Podcast hosts Lauren Goodwin and Julia Hermann sit down with Todd Taylor, Head of Retail Annuities at New York Life, to assess how investors use annuities as part of a balanced set of financial tools.
Archive
- July 26, 2023 - Are you asking your partner firms these 5 questions? - InvestmentNews
- July 23, 2023 - A Retirement Tax Break That Ends the Fear of Outliving Your 401(k) - The Wall Street Journal
- July 22, 2023 - High Rates Make Annuities Hot Investments. The 100 Best. - Barron's
- May 30, 2023- Longevity annuities: Why clients should consider them - Journal Of Accountancy
- May 4, 2023 - Podcast: The behavioral benefits of annuities - Advisor Perspectives
- April 10, 2023 - Research Points to a Better Way to Market Annuities - ThinkAdvisor
- March 10, 2023 - For First Time in Decade, Two New Names Rise to Top for Annuity Sales
- March 8, 2023 - New York Life rockets to the top of the 2022 annuity sales charts - Insurance NewsNet
- January 19, 2023 - What You Need To Know About Annuities And Interest Rates - Forbes
- January 18, 2023 - 2 Annuities That Are Worth a Look Now - Barron's
- November, 11 2022: Three ways advisers can get the most out of hybrid work - InvestmentNews
- September 15, 2022: Podcast Todd Taylor Discussing Today's Annuity Market - That Annuity Show
- July 22, 2022: The Best Annuities for Income and Growth - Barron's
- July 15, 2022: Investors Pour Cash Into Higher-Yielding Fixed Annuities - Wall Street Journal
- July 7, 2022: New York Life Picks Company Veteran to Lead Retail Annuities - ThinkAdvisor
- July 7, 2022: New York Life Names Todd Taylor Head of Retail Annuities - Insurance Innovation Reporter
- May 4, 2022: Income Annuities Take Risk Out - Kiplinger
- April 18, 2022: Craig DeSanto assumes New York Life Chief Executive Officer position
- April 5, 2022: 401(k) Investors With Annuities Are Less Likely to Trade - ThinkAdvisor
- March 11, 2022: Helping investors ‘weatherize’ their retirement dollars - Investment News
