Advanced Planning

The New York Life Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial service, to provide to New York Life agents unparalleled assistance in estate, business, and life insurance planning. 

Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means we can bring experience, value and insight to your planning situation. The Advanced Planning Group does not provide specific legal, tax or accounting advice.

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.