FormDSignal
40

NEW YORK LIFE INSURANCE & ANNUITY CORP raises $1.84B under Reg D

Company raise · Open-ended · NEW YORK, NY · Form D filed 2026-03-11
Placement agent engaged

Why now — by persona

Relevant to: Executive & technical recruiting, B2B software & services sales, Commercial banking / treasury, D&O and management-liability insurance, Outsourced accounting / CFO. Lead card pending.

People on the filing

Craig L. DeSantoExecutive Officer, Director
Erik A. AndersonExecutive Officer, Director
Colleen A. MeadeExecutive Officer
Craig A. SabalDirector
Michael A. McDonnellExecutive Officer, Director
Eric A. FeldsteinExecutive Officer, Director
Thomas A. HendryExecutive Officer, Director
Jodi L. KravitzDirector
Janis C. RubinExecutive Officer
Michael A. GambleExecutive Officer
Robert M. GardnerExecutive Officer, Director
Amy A. MillerDirector

Signed by Janis Rubin, Vice President.

Placement agents / sales compensation: Clark Securities Inc.; OneAmerica Securities, Inc.; TBG Financial & Insurance Services; Executive Services Securities; Morgan Stanley Ins Services; MML Insurance Agency, Inc.; Lincoln Financial Advisors Corp.; MML Investors Services, Inc.; Deutsche Bank Securities Inc.; Ross Securities Corporation; Park Avenue Securities LLC; FAS Corp.; ValMark Securities, Inc.; Newport Group Securities, Inc.; NYLIFE Securities LLC; Douglas Forstrom; MAG Financial Inc.; Manor House Capital, LLC; Tower Square Securities Inc.; M Holdings Securities Inc.; Triad Insurance, Inc.; Cetera Advisor Networks, LLC; USI Securities, Inc.; Ascensus Broker Dealer Services, LLC; Cetera Advisors, LLC; Wealth Preservation Associates LLC; First Liberties Financial; Oglivie Security Advisors Corporation; World Equity Group, Inc.; NYLINK Insurance Agency Incorporated; James M. Foyt; Russell H. Vandevelde; Phillip Pickett; Domenic Matthew Dipiero; Kestra Investment Services LLC; MSI Financial Services Inc; UBS Financial Services Inc; Northwestern Mutual Investment Services, LLC

Filing contact

The issuer's phone number and address from the filing are shown to subscribers. See plans, or read it on EDGAR.

Other filings by this issuer