In this episode, we examine how financial services companies and other providers support clients’ journeys when it comes to annuities through different phases of their lives. These include support given both directly to clients and consumers as well as guidance to financial professionals, how that support can stay consistently excellent, and the role ongoing education best practices play in delivering quality advice.

Presented By:

Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services

Featuring:

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, Professor of Practice, The American College of Financial Services

Jennifer McCauley-Weiss, Vice President, Head of TPD Customer Experience

“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).