Article - January 24, 2025 - 2 Min Read
5 Questions with Phil Caminiti, Head of Sales for Retail Annuities at New York Life.
By Retail Annuities Marketing
1. What differentiates your team in helping advisors deliver exceptional value to their clients?
Our team stands out by simplifying annuities and helping advisors deliver exceptional value to their 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 act as true partners, offering tailored solutions, actionable insights, and seamless access to our world-class service team, ensuring advisors have the support they need to succeed. By focusing on making annuities easier and equipping advisors with tools to enhance client outcomes, we drive success for both advisors and the clients they serve.
2. How does your team support advisors in tailoring annuity solutions to meet their clients’ diverse retirement needs?
Our team supports advisors by providing personalized guidance and resources to help tailor annuity solutions to their clients' unique retirement needs. We combine deep product expertise with an understanding of the diverse challenges clients face, equipping advisors with insights and strategies to help clients navigate retirement with confidence.
We offer comprehensive marketing resources and literature designed to simplify complex annuity concepts, making it easier for advisors to educate and engage their clients. By partnering with advisors every step of the way, we empower them to deliver tailored retirement solutions that drive long-term client satisfaction and success.
3. What tools or resources does your team offer to help advisors simplify their process and better serve their clients?
Our team equips advisors with a suite of tools and resources designed to simplify their processes and enhance client service. From best-in-class marketing materials that break down complex annuity concepts to actionable insights powered by advanced analytics, we provide the support advisors need to effectively communicate value to their clients. Our wholesalers collaborate closely with advisors, offering expert guidance and tailored strategies, while our world-class service team ensures seamless execution and ongoing assistance. By streamlining workflows and providing accessible, high-quality resources, we help advisors focus on what matters most—delivering exceptional outcomes for their clients.
4. What sets your team apart in helping advisors build trust and confidence with their clients when discussing annuities?
Our team is set apart by the exceptional capabilities of our wholesalers and the unmatched financial strength and brand power of our enterprise. Our wholesalers bring deep product expertise, personalized guidance, and a consultative approach that helps advisors confidently navigate complex client conversations about annuities. Backed by the stability and reputation of New York Life, they provide advisors with the assurance of working with a trusted partner who delivers reliable solutions. This combination of expert wholesalers and a strong enterprise foundation enables advisors to build trust and confidence with their clients, ensuring successful outcomes for their retirement needs.
5. How does your team help advisors simplify the conversation around annuities to make them more accessible and relatable for clients?
At the heart of it, we empower advisors to navigate complex annuity concepts with ease. Our team breaks down intricate details into practical, actionable insights and equips advisors with the knowledge and guidance they need to clearly communicate the value of annuities to their clients. This support enables advisors to confidently address client questions and concerns, making annuities more accessible and building trust throughout the decision-making process.
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Call Your NYL Wholesaler or the Annuity Sales Desk at 888-474-7725 and Select Option #1.
Our Annuities
Our suite of solutions helps prepare for retirement with confidence and peace of mind.
