Annuity Insights

annuityinsights

5.0from 2 ratings

19Podcast AuthorityScore out of 100 · How it is scored

18
Episodes: 2
Ratings: 2025
First episode

About Annuity Insights

Produced by The American College of Financial Services, in partnership with New York Life Retail Annuities. Annuity Insights - Season 2: Women and Wealth is a special season created for financial professionals, featuring expert guests from across the industry on the realities shaping women’s financial lives and retirement outcomes. Hosted by Michael Finke, PhD, each episode pairs research-backed insights with practical planning approaches advisors can apply in client conversations. Topics across the season include guaranteed income strategies and income floor planning, Social Security timing, longevity and care risks, and actionable planning guardrails, brought to life through real-world scenarios such as caregiving, divorce, widowhood, solo retirement, and health/care planning. Additional resources for Season 2 are available at www.nylannuities.com/annuityinsights (https://www.nylannuities.com/annuityinsights) Annuity Insights is produced and owned by The American College of Financial Services with generous support from New York Life Insurance and Annuity Corporation (“NYLIAC”), A Delaware Corporation. Information is believed accurate as of the time of recording (February-April 2026) but is subject to change (taxes, legal, rates, etc.).

Publisher: annuityinsights
Category: business
Language: en
Explicit: No
First episode: 11 Mar 2025
Latest episode: 1 Jul 2026

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Latest episodes

18 episodes in the feed.

1 Jul 2026
Annuity Insights: Women and Wealth — From Insight to Action: How Advisors Turn Women and Wealth Conversations into Results
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 income planning challenges that shape women’s financial lives. In this season finale, host Michael Finke is joined by executive coach Andrea Nierenberg and New York Life Annuities wholesaler Haley Wilkes to build a practical advisor implementation playbook for women and wealth practice growth — covering what makes clients feel genuinely understood, how to plan proactively for life transitions like widowhood, divorce, and caregiving gaps, and how advisors who build genuine relationships with women clients become their strongest source of referrals. Whether you’re starting with Episode 1 or picking up here, this episode translates the season’s research into action steps you can apply in your next client conversation. Access the Women & Wealth Advisor Toolkit: https://www.nylannuities.com/annuityinsights Presented By: Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services Featuring: Haley Wilkes, RICP®, Regional Vice President for Retail Annuities, New York Life Insurance Company Andrea Nierenberg, Executive Coach, Strategic Networking Authority and Founder, The Nierenberg Consulting Group Annuity Insights is produced and owned by The American College of Financial Services with generous support from New York Life Insurance and Annuity Corporation (“NYLIAC”), A Delaware Corporation. Information is believed accurate as of the time of recording (February-June 2026) but is subject to change (taxes, legal, rates, etc.).
17 Jun 2026
Annuity Insights: Women and Wealth — Golden Living: How Advisors Proactively Plan for Health and Care Risk Without Derailing the Financial Plan
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 to serve as caregivers and may also face longer care needs later in life. Health and care risk can affect more than the balance sheet; it can reshape family roles, housing decisions, legacy plans, and the emotional realities clients and their loved ones face. In this episode, Michael Finke, Ruby Grace Reyes, and Daralee Barbera discuss why advisors should address long-term care proactively as part of a comprehensive financial plan. Our experts examine the financial, emotional, and family realities of care planning, including caregiving expectations, insurability, standalone and linked-benefit long-term care solutions, asset liquidation strategies, and the importance of preparing beneficiaries before a care event occurs. The conversation also highlights why planning early can help clients preserve choice, protect family relationships, and reduce stress when health changes. Access the Women & Wealth Advisor Toolkit: https://www.nylannuities.com/annuityinsights Presented By: Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services Ruby Grace Reyes, CLTC, Head of Long-Term Care Products, New York Life Featuring: Daralee Barbera, EdD, CFP®, CMFC®, ChFC®, CPBC®, CLF®, Director of Faculty, Academics, The American College of Financial Services Annuity Insights is produced and owned by The American College of Financial Services with generous support from New York Life Insurance and Annuity Corporation (“NYLIAC”), A Delaware Corporation. Information is believed accurate as of the time of recording (February-April 2026) but is subject to change (taxes, legal, rates, etc.).
3 Jun 2026
Annuity Insights: Women and Wealth — Solo Retirees: Designing Durable Long-Term Plans
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 by choice, or planning for the possibility of being uncoupled later in life, longevity risk and duration, housing decisions, caregiving responsibilities, and confidence with long-term financial topics can all shape the plan. In this episode, Michael Finke, Jessica Ruggles, and Tamiko Toland discuss how financial advisors can help solo retirees plan with clarity, resilience, and support. Our experts examine guaranteed income for singles, Social Security claiming, housing and healthspan considerations, and ways to build a durable income floor when there may not be a partner’s income or decision-making support to rely on. The conversation also highlights why advisors should engage both spouses early, prepare clients for life transitions, and help women clients feel informed before important retirement decisions have to be made. Access the Women & Wealth Advisor Toolkit: https://www.nylannuities.com/annuityinsights Presented By: Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services Jessica Ruggles, Corporate Vice President and Head of Financial Wellness Strategy, Distribution, and Thought Leadership, New York Life Featuring: Tamiko Toland, Founder and CEO of The 401(k) Annuity Hub and Fellow, LIMRA Retirement Income Institute Annuity Insights is produced and owned by The American College of Financial Services with generous support from New York Life Insurance and Annuity Corporation (“NYLIAC”), A Delaware Corporation. Information is believed accurate as of the time of recording (February-April 2026) but is subject to change (taxes, legal, rates, etc.).
20 May 2026
Annuity Insights: Women & Wealth — Risk, Income, and Household Structure: How Advisors Can Tailor Plans Across Women’s Lives
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, longevity risk, and relationship dynamics can all affect how clients think about security, flexibility, and market exposure. In this episode, Michael Finke, Theresa Gralinski, and Lindsey Lewis discuss how financial advisors can tailor planning conversations across different groups of women clients and connect risk decisions to practical income outcomes. Our experts examine retirement risk tolerance, household structure planning, income vs. risk tradeoffs, and how guaranteed income can help support a more durable retirement plan. The conversation also highlights how advisors can listen more closely, avoid common planning assumptions, and build strategies that reflect how women clients define confidence, protection, and long-term financial resilience. Access the Women & Wealth Advisor Toolkit: https://www.nylannuities.com/annuityinsights Presented By: Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services Theresa Gralinski, Head of the Advisor Advancement Institute, New York Life Investments Featuring: Lindsey Lewis, MBA, CFP®, ChFC®, Managing Director, The American College Center for Women in Financial Services Annuity Insights is produced and owned by The American College of Financial Services with generous support from New York Life Insurance and Annuity Corporation (“NYLIAC”), A Delaware Corporation. Information is believed accurate as of the time of recording (February-April 2026) but is subject to change (taxes, legal, rates, etc.).
6 May 2026
Annuity Insights: Women and Wealth — Life Transitions and Protection: How Advisors Plan Through Divorce, Loss, and Reset
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 situation. Planning for such changes in advance is an essential part of a sound strategy. In this episode, Michael Finke, Stephen Vinson, and Jodi Krausman discuss how advisors can prepare clients for major transitions by building more adaptable plans, thinking through income replacement needs, and addressing the financial and emotional realities that come with loss, divorce, and reset. Our experts examine survivor income planning, tax bracket changes, Social Security implications, workplace benefit gaps, and protection planning strategies to help advisors create a practical “keep-the-lights-on” approach for clients facing uncertainty. The conversation also highlights why involving both spouses, using clear action steps, and planning before a disruption happens can make every other financial decision easier in emotionally difficult moments. Access the Women & Wealth Advisor Toolkit: https://www.nylannuities.com/annuityinsights Presented By: Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services Stephen Vinson, Head of Sales, West Central Zone, New York Life Insurance Featuring: Jodi Krausman, PhD, CPA, CFP®, PMP®, Assistant Professor and MSFP Program Director, The American College of Financial Services. Annuity Insights is produced and owned by The American College of Financial Services with generous support from New York Life Insurance and Annuity Corporation (“NYLIAC”), A Delaware Corporation. Information is believed accurate as of the time of recording (February-April 2026) but is subject to change (taxes, legal, rates, etc.).
22 Apr 2026
Annuity Insights: Caregiving and Career Gaps — How Advisors Stabilize Income During Interruptions
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-term retirement planning? In this episode, host Michael Finke and guests Kaylee Ranck and Jen McCauley-Weiss explore caregiving and financial planning through the realities women often face, including lost income, career interruptions, and the emotional trade-offs that can reshape a family’s plan. From emergency reserves and paid leave considerations to long-term care conversations and guaranteed income strategies, this discussion gives financial professionals a practical framework for income stabilization during interruptions. The episode focuses on how advisors can raise the topic earlier and help clients plan before caregiving decisions become crisis decisions. Access the Women & Wealth Advisor Toolkit: https://www.nylannuities.com/annuityinsights Presented By: Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services Jen McCauley-Weiss, Vice President of Retail Annuities Marketing & Annuity Services, New York Life Featuring: Kaylee Ranck, PhD, Research Director, The American College Center for Women in Financial Services Annuity Insights is produced and owned by The American College of Financial Services with generous support from New York Life Insurance and Annuity Corporation (“NYLIAC”), A Delaware Corporation. Information is believed accurate as of the time of recording (February-April 2026) but is subject to change (taxes, legal, rates, etc.).
8 Apr 2026
Annuity Insights: Women & Wealth — Getting Paid to Wait: How Advisors Support Social Security Timing Decisions
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, and household earnings histories are all in play? In this episode, our host Michael Finke and guests Brian Doherty, and Dana Anspach explore how claiming strategy can shape retirement income security, with a particular focus on the decisions that matter most for women. From survivor benefits and joint life expectancy to bridge strategies and guaranteed income floors with annuities, this conversation gives financial professionals a practical framework for supporting Social Security timing decisions within a broader retirement income plan. Access the Women & Wealth Advisor Toolkit Presented By: Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services Featuring: Brian Doherty, Author and Expert on Social Security, President of Filtech Dana Anspach, CFP®, RMA®, Founder & CEO, Sensible Money Annuity Insights is produced and owned by The American College of Financial Services with generous support from New York Life Insurance and Annuity Corporation (“NYLIAC”), A Delaware Corporation. Information is believed accurate as of the time of recording (February-April 2026) but is subject to change (taxes, legal, rates, etc.).
26 Mar 2026
Annuity Insights: Women & Wealth — What the Research Tells Advisors and How to Respond
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 kickoff episode, Michael Finke, Theresa Gralinski, and Jean Chatzky unpack the data behind women's retirement planning and what it means for how advisors show up, communicate, and build lasting client relationships. From the four key client segments to the growing demand for women advisors, this episode gives financial professionals a research-backed conversation framework to strengthen every client engagement. Access the Women & Wealth Advisor Toolkit: https://www.nylannuities.com/annuityinsights Annuity Insights is produced and owned by The American College of Financial Services with generous support from New York Life Insurance and Annuity Corporation (“NYLIAC”), A Delaware Corporation. Information is believed accurate as of the time of recording (February-April 2026) but is subject to change (taxes, legal, rates, etc.).
21 Jul 2025
The Power of Annuities: Behaviors That Drive Retirement Confidence
Matthew Wion and Jean Chatzky discuss public confidence in annuity products with Michael Finke, exploring how annuities drive positive financial behaviors and increase retirement confidence in this interview.
27 Jun 2025
Understanding How Lifetime Withdrawal Benefits Work
Matt Williams and Branislav Nikolic explain to Michael Finke how lifetime withdrawal benefits in annuities work, focusing on maximizing their potential and connections with insurance in this interview.
11 Jun 2025
Annuities from an Actuary’s Point of View
Actuary Kelli Faust discusses annuities with Michael Finke and David Blanchett, exploring their value, uses, and future potential from an actuarial perspective in this interview.
10 Jun 2025
The Ins and Outs of Annuity Taxation
Steve Parrish and Justin Bateman explore annuity taxation with Michael Finke, covering distribution timing, premium management, and beneficiary endorsements in this interview.
10 Jun 2025
The Myths Behind Annuities
Justin Bateman dispels common myths surrounding annuity products, including complexity, value, and tax benefits, in a discussion led by Michael Finke, offering listeners clarity on tailoring annuities to client goals; this is an interview.
21 May 2025
The Service Behind Annuities
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 clients and consumers as well as guidance to financial professionals, how that support can stay consistently excellent, and the role ongoing education best practices play in delivering quality advice. Presented By: Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services Featuring: Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, Professor of Practice, The American College of Financial Services Jennifer McCauley-Weiss, MBA, RICP®, CLU®, CEC, Vice President of Marketing and Customer Experience Leader, New York Life Insurance Company “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).
8 May 2025
How Annuities Fit Into an Investment Portfolio
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 when those who own an annuity pass away, the advantages of annuities when compared to bond products, and their overall place in a goal-based retirement plan. Presented By: Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services Featuring: Wade Pfau, PhD, CFA, RICP®, Professor of Practice, The American College of Financial Services Philip Caminiti, Managing Director, New York Life Investment Management LLC “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).
19 Mar 2025
Accumulation Annuities
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 differences between the various types of fixed annuities, as demonstrated by the latest research. Presented By: Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services. Featuring: Bobby Samuelson, President, Life Innovators David Blanchett, Managing Director, Portfolio Manager, and Head of Retirement Research, PGIM DC Solutions “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).
11 Mar 2025
The Social Security Annuity
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 financial planning strategies. Presented By: Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services. Featuring: Jason Fichtner, PhD, Chief Economist, Bipartisan Policy Center and Executive Director, Retirement Income Institute Andrew Bigs, PhD, Senior Fellow, American Enterprise Institute “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).
11 Mar 2025
The Value of Annuities in Retirement Planning
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 Management, The American College of Financial Services. Featuring: Wade Pfau, PhD, CFA, RICP®, Founder, RISAProfile.com “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).

Who has been a guest on Annuity Insights

Names identified in recent episode analyses. Showing up to five guests.

Michael Finke
Kelli Faust
Justin Bateman

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Apple Podcasts (US): 5.0 / 5; 2 ratings

Podcast Authority Score: 19 / 100

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Quality: 25
Social presence: 0
YouTube: 0
Engagement: 32

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Annuity Insights

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