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 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 using annuities can help advisors and clients formulate more positive financial behaviors.
Presented By:
Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services
Featuring:
Matthew Wion, Senior Vice President & Head of Retail Annuities, New York Life Insurance Company
Jean Chatzky, Host, HerMoney Podcast; Education Fellow, Alliance for Lifetime Income
Disclaimer
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