The Value of Principal Guarantees in a Retirement Strategy – New York Life – 8.13.19

Summary:

Now On Demand.

When it comes to retirement, there are potential solutions that can help meet investor goals for asset growth potential with principal protection. Fixed indexed annuities and variable annuities with principal guarantees both offer the downside protection, but what are the advantages and drawbacks of each?

New York Life partnered with CANNEX, a leader in quantitative research for in the retirement industry, and we will share some compelling research so advisors can be armed with insightful information. Join us for a discussion that includes:

  • The latest research from CANNEX on principal guarantees in retirement
  • An evaluation of the performance of variable annuities with principal guarantees and fixed indexed annuities
  • How advisors can give clients confidence to invest


Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:
Charles T. Baker III
Senior Regional Vice President
New York Life

Charles T. Baker III is a Senior Regional Vice President at New York Life responsible for covering annuity distribution across all channels. He has been a financial services industry professional for over 20 years. As a wholesaler, provides business building opportunities and a solutions-based approach. Charles graduated from Ohio Wesleyan University with a B.A. in International Business. He also holds his FINRA series 7, 24, 63, 65 registrations and Group 1 and Life Insurance Licenses.
Tamiko Toland
Head of Annuity Research
CANNEX Financial Exchanges

Tamiko Toland is Head of Annuity Research at CANNEX Financial Exchanges. She is a former trade journalist now supporting clients in the insurance industry with research, analysis and writing on the retirement income industry, with particular emphasis on insured retirement income solutions.

Overview:
Title: The Value of Principal Guarantees in a Retirement Strategy
Date: Tuesday, August 13, 2019
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Please refer your clients to the appropriate product and fund prospectuses. Investors are asked to consider the investment objectives, risks, charges, and expenses of the investment carefully before investing. Both the product and the underlying fund prospectuses contain this and other information about the product and the underlying investment options. Please remind your clients to read the prospectuses carefully before investing.

New York Life Variable Annuities are issued by New York Life Insurance and Annuity Corporation (“NYLIAC”) a Delaware Corporation. NYLIFE Distributors LLC, Member FINRA/SIPC, is the wholesale distributor and underwriter for these products. Both NYLIAC and NYLIFE Distributors LLC are wholly-owned subsidiaries of New York Life Insurance Company, 51 Madison Avenue, New York, NY 10010. Variable annuities offered through properly licensed registered representatives of a third party registered broker dealer.

CANNEX is not affiliated with New York Life Insurance Company or its subsidiaries. Guarantees are based on the claims-paying ability of the issuer.

For registered representative use only. Not for use with the general public.
SMRU 1823016 (07.24.2020)