Document Sample
528 Powered By Docstoc

Contact: Elizabeth Lavin
         Public Relations & Communications Coordinator
         (610) 526-1453

    New York Life Center for Retirement Income Publishes Annual Retirement Guide

        BRYN MAWR, PA – September 10, 2009 – The must-have retirement guide for
financial advisors is here! The New York Life Center for Retirement Income at The American
College has published their annual Retirement Income Guide. The guide, Making Retirement
Secure, provides essential income advice and strategies for advisors interested in knowing more
about today’s advanced financial planning concepts and products.
        Now, more than ever, consumers are looking for answers to their retirement questions,
and financial advisors are expected to be informed sources of knowledge that can effectively help
clients achieve financial security. Making Retirement Secure, the third in a series of guides
published by the New York Life Center for Retirement Income, is an indispensable resource
containing advice and solutions to complex retirement problems.
        The guide features current, in-depth research and articles discussing all aspects of
retirement planning including accumulation and decumulation strategies, insurance and annuity
issues. Articles in the guide include:
                “A Gentle Introduction to the Calculus of Sustainable Income: What is Your
                 RisQuotient?” by Moshe A. Milevsky, Ph.D.
                “Dynamic Allocation Strategies for Distribution Portfolios” by David M.
                 Blanchett, CLU®, CFP®
                “An Examination of Delaying Social Security Retirement Benefits” by Clarence
                 C. Rose
                “Planning Required Minimum Distributions for Multiple Beneficiaries” by April
                 K. Caudill, CLU®, ChFC®
                “When Should Married Men Claim Social Security Benefits” by Steven A. Sass,
                 Wei Sun and Anthony Webb
                “Medicare’s Financial Condition: Beyond Actuarial Balance” by the American
                 Academy of Actuaries.

The American College

        “The recent recession took a big chunk out of everyone’s retirement savings. Now,
Americans are looking for more secure and creative ways to finance their retirement,” said Larry
Barton, Ph.D., President and CEO of The American College. “The Center’s guide offers the latest
retirement and distribution knowledge from the nation’s most respected thought leaders. Financial
advisors and consumers alike can trust the information and advice contained in this guide.”
        The Center for Retirement Income was established in 2007. It is made possible through a
generous donation to The American College by New York Life Insurance Company. In addition
to providing an annual retirement guide, New York Life’s donation allows for the funding to
support continuing education, the creation of a user-friendly website and regular focus groups
across the nation.
        Making Retirement Secure is available for the modest price of $20. Special discounts are
applicable for Chartered Advisor for Senior Living® (CASL®) designees and bulk orders. More
information and ordering instructions can be found online at
        New York Life Insurance Company, a Fortune 100 company founded in 1845, is the
largest mutual life insurance company in the United States and one of the largest life insurers in
the world. Headquartered in New York City, New York Life’s family of companies offers life
insurance, retirement income, investments and long-term care insurance. New York Life
Investments* provides institutional asset management and retirement plan services. Other New
York Life affiliates provide an array of securities products and services, as well as institutional
and retail mutual funds. Visit New York Life’s Web site at NewYorkLife.com for more
information. New York Life has the highest possible ratings for financial strength from all four
of the major rating agencies.
        The American College is the nation’s largest non-profit educational institution devoted
to financial services. Holding the highest level of academic accreditation, The College has served
as a valued business partner to banks, brokerage firms, insurance companies and others for over
82 years. The American College’s faculty represents some of the financial services industry’s
foremost thought leaders. For more information, visit TheAmericanCollege.edu


* New York Life Investments is a service mark used by New York Life Investment Management Holdings
LLC and its subsidiary, New York Life Investment Management LLC.

Shared By: