Annuity Insights
Annuity Insights
Podcast Description
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).
Podcast Insights
Content Themes
The podcast explores core topics related to annuities, including accumulation annuities, the significance of Social Security as an annuity, and the broader implications of annuities in retirement planning, with specific episodes analyzing the distinctions between fixed annuity products and discussing their historical context and modern applications.
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).
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 connections of annuities with insurance, working with wholesalers to develop future plans, liability potential, and more.
Presented By:
Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services
Featuring:
Matt Williams, Vice President & Head of Annuity Product Development, New York Life Insurance Company
Branislav Nikolic, Managing Director & Head of Insurance, The Index Standard
Disclaimer
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