Discover a curated list of articles in the popular press explaining how annuities can help investors enjoy a financially secure future. Discover insights from New York Life thought leaders on the latest developments and industry trends and see what the experts are saying about protecting assets, generating retirement income, and developing a comprehensive spending strategy that fosters a fulfilling retirement.

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December 2024
 

Five questions with Laura McCarron, Head of Annuity Marketing.

Discover how New York Life empowers advisors through strategic partnership.


November 2024

New study supports New York Life findings on spending among retirees.

Fear and economic uncertainty prevent many retirees from freely spending in retirement. In fact, New York Life research1 revealed that only 16% of retirees regularly tap into their portfolios, while 30% don’t withdraw anything from their savings or investments.1

1.      Source: New York Life/Morning Consult. July 2023


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

Five 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. 

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