Whichever option you choose, you'll have an opportunity to branch out and prosper. And you'll have plenty of support along the way, thanks to New York Life's extensive resources. These include:
- Personal planning, business planning, and estate planning presentations
- Award-winning marketing materials
- Sponsored marketing agreements
- Advanced market solutions
- Advanced planning consultants
- The Nautilus Group, a subdivision of New York Life, which provides information from top legal, financial, tax, and insurance professionals
- Sales support
- Resources at the local level nationwide
The personal planning presentations will address clients' personal needs, such as survivor needs, retirement planning, education funding, income protection, lump-sum distribution, Asset Selector, and the Roth IRA Calculator. Topics in the business planning presentations include business continuation, business retirement, business valuation, key employee, 403(b), and Section 125 of the IRS Code. During estate presentations, your clients will hear about the following New York Life programs: Estate Quick Look, Impact Estate Analysis, Impact Estate Tax Calculator, and Impact Estate Gifting Analysis.
Top-Notch Market and Sales Support
Our marketing support and sales support programs and materials are top-notch and have been created with the client in mind. For example, say your clients should be faced with a situation in which a New York Life product doesn't meet their needs. Our sponsored marketing agreements can make it possible to find other solutions through other companies with which New York Life has established relationships for this purpose.
Assistance from Our General Offices
In addition, you'll have the support of the experienced staff in our General Offices. They include the management team, which is responsible for performance coaching and best practices; trainers; and office managers.
We'll Help You Announce Your New Partnership with New York Life to Clients and the Media
Finally, to make it easier for you to notify your clients as well as the local press about your affiliation with New York Life, we'll provide you with an information package. It will include a press release with details about the CPA program and an announcement letter to clients that will spell out how they can benefit from your affiliation with a first-rate life insurance and financial services company.
The Rewards of Participation
The Benefits of Forming A Strategic Alliance with New York Life
Become an Agent - Contact a Recruiting Manager
If you have not already been in contact with a New York Life recruiter and are interested in joining the New York Life team as an agent, please click on the appropriate link below.
If you are a licensed agent, please apply here.
If you are not yet licensed, please complete a brief aptitude questionnaire. (Please note: If you have been in contact with a New York Life recruiter please follow up with them directly and do not complete the questionnaire through this link.)
Note: To be eligible, you must be a resident of the United States, Argentina, Mexico, South Korea, Thailand, Taiwan, China, India, Hong Kong, or the Philippines. | 
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