Corporate Resources

Access to New York Life's Advanced Planning Group (APG)*

As an Agent of New York Life, I have access to the Advanced Planning Group- a premier planning team of New York Life Insurance Company with expertise in law, accounting, and business insurance - who can assist you with your business and estate planning needs. To learn more about these services, please visit the Advanced Planning Group's website. 

A team of nearly 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. With more than 300 years of collective experience, the APG supports a variety of wealth strategies and business planning objectives in these key areas:

  • Business protection and succession
  • Nonqualified executive benefit strategies
  • Wealth transfer and distribution strategies
  • Transnational planning (non-U.S. citizen)
  • Estate tax mitigation
  • Charitable planning

Through our individualized case development process, we listen and understand what's important. With our nationwide Agency network, we've been down this path hundreds of times before, helping clients reach their retirement, estate and business planning goals and objectives.

*Neither New York Life Insurance Company nor its Agents provides tax, legal, or account advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

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