Advanced Planning Resources

As an Agent of New York Life, I have exclusive access to the Advanced Planning Group - a premier planning team at New York Life Insurance Company with experience in law, accounting, insurance and business planning. My access to these resources allows me to bring experience, value and insight to assist you with your business and estate planning needs.

To learn more about the services I can offer you through my exclusive access to this resource, please visit the Advanced Planning Group web site.

Neither New York Life nor we provide legal or tax advice.

^Guarantees are backed by the claims paying ability of the issuer.

1New York Life fixed annuities are Issued by New York Life Insurance and Annuity Corporation (A Delaware Corporation)

2Products available through one or more carriers not affiliated with New York Life; dependent on carrier authorization and product availability in your state or locality.

*Loans accrue interest and both loans and partial surrenders will reduce cash value and death benefit if not paid back.

Meet the team

APG’s experienced professionals have advanced degrees, industry designations, and specialized training in business protection and succession, nonqualified executive benefit strategies, tax diversification and reduction strategies, wealth transfer and distribution, transnational planning for non-U.S. citizens, estate tax mitigation, charitable planning, and more. Working with these professionals, we can present you with a wide variety of highly effective solutions designed to meet your complex business and estate planning needs.

To learn more, visit the Advanced Planning Group or contact us directly.