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.
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.).
Disclaimer
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