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Hosted by annuityinsights · 🇺🇸 US · EN · 10 episodes
Established thought leaders with verified media credentials.
Join the conversation as thought leaders from The American College of Financial Services speak with experts in the financial services field about the value annuities can bring to financial planning.“Annuity Insights” is produced and owned by The American College of Financial College with generous support from New York Life Insurance Company (NLYIC). Accuracy of information is subject to change (taxes, legal, rates, etc.), but believed accurate as of the time of recording (January-April 2025).
annuityinsights hosts Annuity Insights, a business show with 10 episodes published.
Produced by The American College of Financial Services, in partnership with New York Life Annuities. This season of Annuity Insights: Women and Wealth has given financial advisors a research-backed look at the retirement
Produced by The American College of Financial Services, in partnership with New York Life Annuities. Long-term care planning is a critical part of retirement resilience planning, especially for women who are more likely
Produced by The American College of Financial Services, in partnership with New York Life Annuities. Solo retiree planning requires more than a standard retirement income plan. For women who are divorced, widowed, single
Produced by The American College of Financial Services, in partnership with New York Life Annuities. Women’s retirement risk tolerance is shaped by more than portfolio preferences. Household structure, income needs, long
Produced by The American College of Financial Services, in partnership with New York Life Annuities. From divorce and death and widowhood and job loss, many unexpected life transitions can affect your clients’ financial
Produced by The American College of Financial Services, in partnership with New York Life Annuities. How can financial advisors prepare clients for caregiving responsibilities that disrupt earnings, savings, and long-ter
Produced by The American College of Financial Services, in partnership with New York Life Annuities. How do advisors help clients make smarter Social Security timing decisions - especially when longevity, survivor income
Produced by The American College of Financial Services, in partnership with New York Life Annuities. What do five years of women & wealth research actually tell financial advisors — and are they listening? In this kickof
In this episode, we look at public confidence in annuity products, including how they are perceived by consumers and the press and why they may be more useful than many are led to believe. In addition, we examine how usi
In this episode, we examine the fundamental math behind how annuities work — specifically focusing on their lifetime withdrawal benefits and the best ways to maximize their potential. The discussion also covers connectio
In this episode, we examine the value and uses of annuities from an actuarial perspective, taking into account life expectancies, time horizons, and best product solutions for a wide array of potential clients. We also l
In this episode, we dive deep into the fundamental and advanced principles surrounding annuity taxation and how it can impact the decisions both you and your clients make. This includes ideal times to begin taking distri
In this episode, we take a closer look at some common myths and misconceptions about annuity products and set the record straight. Questions you’ll see addressed include: are annuities really that complicated? Is the mon
In this episode, we examine how financial services companies and other providers support clients’ journeys when it comes to annuities through different phases of their lives. These include support given both directly to
In this episode, we discuss the benefits of guaranteed income annuities as part of a diversified investment portfolio, especially during periods of market uncertainty. Our guests also explore what happens to benefits whe
In this episode, we discuss the uses, regulations, and rates surrounding fixed annuity products such as FIAs, RILAs, and MIGAs, and where they fit into a balanced portfolio. We also look at the risks and rewards and the
In this episode, we discuss the nature of Social Security benefits as a fundamental annuity and how it can help people have a financially secure retirement when combined with personally owned annuities and other financia
In this episode, we discuss the overall role of annuities in financial planning, their background and history, and what their modern applications may be. Presented By: Michael Finke, PhD, CFP®, Professor of Wealth Manage
Jean Chatzky
longtime financial journalist, bestselling author, founder · Alliance for Lifetime Income
1 appearance on this show
Matt Williams
Vice President & Head of Annuity Product Development · Apartment Association of Greater Los Angeles
1 appearance on this show
Wade Pfau
retirement researcher · The American College of Financial Services
2 appearances on this show
David Blanchett
Managing Director, Portfolio Manager, and Head of Retirement Research · Prudential Investment Management
1 appearance on this show
Jason Fichtner
retirement policy expert and former Social Security deputy commissioner · Retirement Income Institute
1 appearance on this show
Matthew Wion
New York Life Insurance Company
1 appearance on this show
Branislav Nikolic
The Index Standard
1 appearance on this show
Kelli Faust
New York Life Insurance Company
1 appearance on this show
Justin Bateman
New York Life Insurance
2 appearances on this show
Steve Parrish
The American College of Financial Services
2 appearances on this show
Bobby Samuelson
Life Innovators
1 appearance on this show
Andrew Bigs
American Enterprise Institute
1 appearance on this show
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Annuity Insights is hosted by annuityinsights. The show is categorised under business and has published 10 episodes.
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