Consult an Agent

First name*
Last name*
Address*
City*
State*

Zip*
Phone*

Phone Number Area Code - Phone Number First 3 Digits - Phone Number Last 4 Digits
Email
Birth Date

Date of Birth Month - Date of Birth Day - Date of Birth Year

Why?
(please click only once)
* = required

For CPAs and Lawyers

New York Life: Helping Professional Advisors Help Clients

As a busy professional, keeping up with all the changes in estate planning, tax laws, and trusts can be challenging. A growing number of attorneys, accountants, trust officers and other financial counselors are finding the education they need at www.nyladvisors.com.

New York Life created this educational website exclusively for professionals like you. Our goal is to provide educational opportunities that help you better serve your clients. We are a Fortune 100 company. Through our agents, products and services, we want to help as many families and businesses as possible be financially “safe and secure” in even the most challenging economic environments.

So stop by www.nyladvisors.com today and see how we can help you help your clients.

Resources to get started

If you are a professional who would like to provide more information to your clients about the basics of estate planning, or an individual who is just learning about estate planning, here are some resources that might be helpful:

The Nuts and Bolts of Trusts
Presents some basic definitions and concepts common to all types of trusts

Introduction to Estate Planning
Outlines significant estate planning issues and explores legal concepts and procedures, tools and methods of estate planning, probate, wills, and trusts

Overview of the Probate Process
Step-by-step overview of the probate process

Links for Tax Professionals
IRS tax resources for professionals

Consult an Agent

Simply complete and send the form below, and a New York Life Agent in your area will contact you to discuss your options.

First name*
Last name*
Address*
City*
State*

Zip*
Phone*

Phone Number Area Code - Phone Number First 3 Digits - Phone Number Last 4 Digits
Email
Birth Date

Date of Birth Month - Date of Birth Day - Date of Birth Year

Why?
(please click only once)
* = required

Comments

We want to make sure you receive a response to any service or policy-related questions as quickly as possible. To help us help you, please do not use the comment field below to submit these types of questions. Instead, please click here to access the Virtual Service Center and ask your question.

Disqus

All comments are moderated by New York Life and will not appear on this story until after they have been reviewed and deemed appropriate for posting. Opinions expressed in posts are those of the respective authors and do not represent the official position of New York Life.

Learn

Plan

What makes us different

Protecting your interests

Talk To Us

New customers

For job seekers

Existing customers

Consult an Agent

For CPAs and Lawyers

Consult an Agent

Comments

Most Popular

“Basically, the younger you are, the lower the price will be to insure you.”

“What you put away for later will give you a big head start on the future.”

“Basically, the younger you are, the lower the price will be to insure you.”