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John Morelli
Senior Regional Vice President, 973.592.9488
Send me an email and let's meet

About Me

As a Senior Regional Vice President for New York Life Retail Annuities, I’m responsible for annuity distribution across all channels in Pennsylvania and Southern New Jersey. My goal is to develop and implement strategies with advisors to help their clients accumulate assets and mitigate the most common risks associated with retirement income planning.

I have over 20 years of industry experience and joined New York Life in 2001 after working for the Concord Equity Group and MassMutual. In addition to my current role, I took on additional responsibilities in 2020 by becoming a Home Office Sales Liaison. With this title, I provide real time field intelligence and ideas for the purpose of maintaining New York Life’s competitiveness in products, marketing, and thought leadership.

I live in Wynnewood, Pennsylvania with my wife Shari, children Nathan and Sadie, and our two dogs. I hold a Bachelor's degree in finance from Radford University and studied monetary policies at the University of Antwerp. 

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I would like to learn more about your challenges, client needs, and hobbies and passions.

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This material is being provided for informational purposes only, and was not prepared, and is not intended, to address the needs, circumstances and objectives of any of individual or groups of individuals. New York Life, its affiliates, employees and agents are not making a recommendation that any of your particular clients purchase any specific products, and do not provide tax or legal advice.

Annuities are long-term financial products used for retirement purposes. Annuities contain certain fees and charges and there are risks, restrictions, and limitations to consider. Variable annuities are subject to market risk including possible loss of principal. Withdrawals or surrenders may be subject to ordinary income taxes and, if made prior to age 59½, may be subject to a 10% IRS penalty. Guarantees are based on the claims-paying ability of New York Life Insurance and Annuity Corporation (NYLIAC).

Clients should consider the charges, risks, expenses, and investment objectives carefully before purchasing a variable annuity. The product and fund prospectuses contain this and other information and can be obtained from a financial professional. Clients should read the prospectuses carefully before investing or sending money.

New York Life Variable Annuities are issued by New York Life Insurance and Annuity Corporation (“NYLIAC”), a Delaware Corporation. NYLIFE Distributors LLC, Member FINRA/SIPC, is the wholesale distributor and underwriter for these products. Both NYLIAC and NYLIFE Distributors LLC are wholly-owned subsidiaries of New York Life Insurance Company, 51 Madison Avenue, New York, NY 10010. Variable annuities offered through properly licensed registered representatives of a third party registered broker dealer.

Income annuities and deferred annuities are issued by New York Life Insurance and Annuity Corporation (a Delaware Corporation), 51 Madison Avenue, New York, NY 10010.

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