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
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.).
Listen on:
Episodes
Tuesday Mar 11, 2025
Tuesday Mar 11, 2025
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).