New York Life Annuities

We are excited that Alexander Foord is joining our team as an Annuity Consultant working with financial professionals in Connecticut and Northern, New Jersey. Alex is ready to put his deep experience in annuities to use in helping you uncover and satisfy your clients’ retirement needs, from accumulating assets to generating income. Welcome aboard, Alex! https://bit.ly/41kI6OR

New York Life is committed to helping advisors demonstrate the value of annuities to clients. Interactive VA Brochures provide a clear and engaging way to explain complex financial concepts using personalized client data and historical market information. Providing real-time visualizations to help investors quickly understand recommended solutions is one way New York Life makes annuities easy for advisors and their clients. Visit our website to learn more. https://bit.ly/3VmGEYk

At New York Life we know that having up to the minute status on new annuity applications is crucial to advisors. Our new Application Tracker provides real-time application updates for seamless processing and the ability to upload documents and process transactions right on our website. Providing digital resources to help manage new business is one way New York Life makes annuities easy for our advisors and their clients. Visit our website to learn more. https://bit.ly/3VmGEYk

New York Life strives to support advisors at the highest level. We know that finding new annuity clients can be challenging. A book of business review can identify clients paying fees for features they no longer need. We can help advisors with this process and provide tools for alternate solutions. Providing online resources to help advisors grow their business is one way we make annuities easy. Visit our website to learn more. https://bit.ly/3VmGEYk

In a new LIMRA study, 9 in 10 financial professionals agree that wholesalers deliver value-added services beyond product expertise. New York Life wholesalers provide valuable guidance with relationships built on trust. Connect with our sales team about New York Life’s best-in-class solutions, attentive service, and industry insights to help your clients achieve financial security and confidence in retirement. https://bit.ly/3TyViuz

This Thanksgiving, New York Life Annuities would like to thank all our partner firms and advisors for your support in 2024. Your partnership is invaluable, and we look forward to working with you for continued success.

Fear and economic uncertainty prevent many retirees from freely spending in retirement. But new insights from the Alliance for Lifetime Income (May 2024) indicate that retirees who own annuities are more confident in spending the right amount of money, leading to a fuller, more enjoyable retirement. https://bit.ly/3USGUxY

At New York Life Annuities our goal is to serve as a strategic partner to advisors, providing them with the tools, resources and insights to support their annuity sales efforts. Check out our Q&A with Laura Ciarkowski McCarron, Head of Annuity Marketing to learn how we support advisors in communicating the benefits of annuities to clients. https://bit.ly/3AIs1HW

Sandwich Generation adults caring for children along with aging parents may put their own retirement at risk as finances are split among generations. November is National Family Caregivers Month, a time to recognize individuals who give their time, energy, and money to support family members. Learn more about New York Life solutions to help secure your clients’ financial futures. https://bit.ly/3Nx7VTu

What could the recent election outcome mean for key investment themes? Our Global Market Strategy team shares insights on trade, taxes, and the U.S. debt landscape.