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.
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
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.).
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.).
Disclaimer
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