Annuity Insights

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).

Annuity Insights is a business podcast hosted by annuityinsights, with 10 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

annuityinsights hosts Annuity Insights, a business show with 10 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Episode #18

  Annuity Insights: Women and Wealth — From Insight to Action: How Advisors Turn Women and Wealth Conversations into Results

  Jul 1, 202623 min

  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.).

  ListenShow Notes
• 

  Episode #17

  Annuity Insights: Women and Wealth — Golden Living: How Advisors Proactively Plan for Health and Care Risk Without Derailing the Financial Plan

  Jun 17, 202631 min

  Produced by The American College of Financial Services, in partnership with New York Life Annuities. Long-term care planning is a critical part of retirement resilience planning, especially for women who are more likely to serve as caregivers and may also face longer care needs later in life. Health and care risk can affect more than the balance sheet; it can reshape family roles, housing decisions, legacy plans, and the emotional realities clients and their loved ones face. In this episode, Michael Finke, Ruby Grace Reyes, and Daralee Barbera discuss why advisors should address long-term care proactively as part of a comprehensive financial plan. Our experts examine the financial, emotional, and family realities of care planning, including caregiving expectations, insurability, standalone and linked-benefit long-term care solutions, asset liquidation strategies, and the importance of preparing beneficiaries before a care event occurs. The conversation also highlights why planning early can help clients preserve choice, protect family relationships, and reduce stress when health changes. 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 Ruby Grace Reyes, CLTC, Head of Long-Term Care Products, New York Life Featuring: Daralee Barbera, EdD, CFP®, CMFC®, ChFC®, CPBC®, CLF®, Director of Faculty, Academics, The American College of 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.).

  ListenShow Notes
• 

  Episode #16

  Annuity Insights: Women and Wealth — Solo Retirees: Designing Durable Long-Term Plans

  Jun 3, 202627 min

  Produced by The American College of Financial Services, in partnership with New York Life Annuities. Solo retiree planning requires more than a standard retirement income plan. For women who are divorced, widowed, single by choice, or planning for the possibility of being uncoupled later in life, longevity risk and duration, housing decisions, caregiving responsibilities, and confidence with long-term financial topics can all shape the plan. In this episode, Michael Finke, Jessica Ruggles, and Tamiko Toland discuss how financial advisors can help solo retirees plan with clarity, resilience, and support. Our experts examine guaranteed income for singles, Social Security claiming, housing and healthspan considerations, and ways to build a durable income floor when there may not be a partner’s income or decision-making support to rely on. The conversation also highlights why advisors should engage both spouses early, prepare clients for life transitions, and help women clients feel informed before important retirement decisions have to be made. 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 Jessica Ruggles, Corporate Vice President and Head of Financial Wellness Strategy, Distribution, and Thought Leadership, New York Life Featuring: Tamiko Toland, Founder and CEO of The 401(k) Annuity Hub and Fellow, LIMRA Retirement Income Institute 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.).

  ListenShow Notes
• 

  Episode #15

  Annuity Insights: Women and Wealth — Risk, Income, and Household Structure: How Advisors Can Tailor Plans Across Women’s Lives

  May 20, 202630 min

  Produced by The American College of Financial Services, in partnership with New York Life Annuities. Women’s retirement risk tolerance is shaped by more than portfolio preferences. Household structure, income needs, longevity risk, and relationship dynamics can all affect how clients think about security, flexibility, and market exposure. In this episode, Michael Finke, Theresa Gralinski, and Lindsey Lewis discuss how financial advisors can tailor planning conversations across different groups of women clients and connect risk decisions to practical income outcomes. Our experts examine retirement risk tolerance, household structure planning, income vs. risk tradeoffs, and how guaranteed income can help support a more durable retirement plan. The conversation also highlights how advisors can listen more closely, avoid common planning assumptions, and build strategies that reflect how women clients define confidence, protection, and long-term financial resilience. 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 Theresa Gralinski, Head of the Advisor Advancement Institute, New York Life Investments Featuring: Lindsey Lewis, MBA, CFP®, ChFC®, Managing 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.).

  ListenShow Notes
• 

  Episode #14

  Annuity Insights: Women and Wealth — Life Transitions and Protection: How Advisors Plan Through Divorce, Loss, and Reset

  May 6, 202633 min

  Produced by The American College of Financial Services, in partnership with New York Life Annuities. From divorce and death and widowhood and job loss, many unexpected life transitions can affect your clients’ financial situation. Planning for such changes in advance is an essential part of a sound strategy. In this episode, Michael Finke, Stephen Vinson, and Jodi Krausman discuss how advisors can prepare clients for major transitions by building more adaptable plans, thinking through income replacement needs, and addressing the financial and emotional realities that come with loss, divorce, and reset. Our experts examine survivor income planning, tax bracket changes, Social Security implications, workplace benefit gaps, and protection planning strategies to help advisors create a practical “keep-the-lights-on” approach for clients facing uncertainty. The conversation also highlights why involving both spouses, using clear action steps, and planning before a disruption happens can make every other financial decision easier in emotionally difficult moments. 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 Stephen Vinson, Head of Sales, West Central Zone, New York Life Insurance Featuring: Jodi Krausman, PhD, CPA, CFP®, PMP®, Assistant Professor and MSFP Program Director, The American College of 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.).

  ListenShow Notes

Recent guests on Annuity Insights. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.