Advanced Planning Group

Advanced Planning Group

New York Life’s dedication of resources to the advanced markets is among the finest in the industry . . .

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Company Commitment

New York Life Insurance Company’s incomparable dedication of resources to agents working with affluent individuals and business owners is evidenced by our veteran team of nearly twenty professionals who hold numerous advanced degrees and certifications in law, accounting, financial planning and insurance.

Insight

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 your New York Life agent can bring experience, value and insight to your planning situation.

Experience

The Advanced Planning Group collectively leverages years of practical experience as lawyers, accountants and financial service providers to offer New York Life agents unparalleled assistance in estate, business, and life insurance planning.

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Knowledge

New York Life’s Advanced Planning Group has the expertise to support a variety of clients’ needs including:

• Estate tax planning
• Business and nonqualified executive benefit planning
• Charitable planning
• Transnational (non‐US citizen) planning
• Retirement distribution planning
• Sophisticated life insurance planning

Cultural Diversity

The Advanced Planning Group has bilingual Advanced Planning Consultants who specialize in serving the following cultural markets: Hispanic, Korean and Chinese (with language skills in Cantonese, Korean, Mandarin, Spanish and Taiwanese).

Access

The Advanced Planning Group is a resource exclusively for the use of New York Life agents when working with high‐end clients. However, New York Life Insurance Company nor its agents are in the business of providing tax, legal or accounting advice. Individuals should consult with their own tax, legal or accounting advisors before implementing any planning strategies.