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.
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