Customer privacy notice

New York Life Customer Privacy Notice

 (Last Updated: December 2023) 


This Privacy Notice applies to information collected in connection with financial products or services you obtain or seek to obtain from members of the New York Life Family of Companies* that are subject to the Gramm-Leach-Bliley Act.



In the normal course of business we collect:

  • Information requested on applications and other forms (including name, address, email address, phone number, date of birth, Social Security number, and financial and household information);
  • Data about your transactions (such as the products you purchase and your account status);
  • Information from outside sources, such as public information;
  • Information gathered from our websites, such as through online forms, site visit data and internet collection devices ("cookies");
  •  Information collected from consumer reporting agencies; and
  • Health information collected with your permission when you apply for products like life insurance or long-term care insurance.



We maintain physical, electronic and procedural safeguards that meet state and federal regulations. Access to customer information is limited to people who need the information to perform their job responsibilities. We regularly update and improve our security standards, procedures and technology to protect against unauthorized access to your confidential information.



We may share the information we collect about you as allowed by law, including for normal business administration and related business services. The information may be shared:

  • Within the New York Life Family of Companies; and
  • With non-affiliates, such as banks, third parties that perform research and marketing functions for us or service providers that help us process transaction or service your accounts. Our service providers may include New York Life agents, billing, printing and mail service companies.
  • If you are an investment advisory services customer, we may share your information with third parties who help us service your investment and financial planning needs.

We may disclose the information we collect about you when required or permitted by law, such as to:

  • Respond to a subpoena;
  • Prevent fraud and other crimes;
  • Comply with legal requirements; or
  • Respond to a government inquiry.




We respect your privacy choices. Customers who have purchased products or services from the New York Life Family of Companies have the option to tell us not to share information as follows:

  • Within the New York Life Family of Companies to let you know about our products and services. The information we share may include your contact information, household and financial information, and information about your transactions with us.
  • With your agent and his or her new company if your agent leaves the New York Life Family of Companies. The information we share may include your contact information and information about your New York Life Family products so that your agent can continue to service your needs.

If you do not want us to share your information in any of the ways described above, just call (800) 695-4331.

The choice you make will apply to all the products your purchased from the New York Life Family of Companies. If one joint owner tells us not to share information, that choice will also apply to the other owner(s). If you have already told us of your choices, there's no need to call again.

The accuracy of your information is important to us.  You have the right to access and seek correction of your information, and we will respond to your request in accordance with applicable law.  We will follow the privacy law in your state if that law is different than the policy described in this Privacy Notice.



This Privacy Notice was last updated in December 2023. Customers will receive our Privacy Notice at least once a year, as long as they are a policyholder or client. You can receive additional copies of our Privacy Notice on our website ( or you can write to:

New York Life
P.O. Box 6916
Cleveland, OH 44101

You can also call us toll free at (800) 695-4331.

*The New York Life Family of Companies (also referred to as “the New York Life Family,” “we,” “our,” or “us” throughout this notice) currently includes the following affiliates and funds:

New York Life Insurance Company

MacKay Shields LLC

New York Life Insurance and Annuity Corporation

Mainstay CBRE Global Infrastructure Megatrends Term Fund

New York Life Investment Management LLC

MainStay Funds Trust

New York Life Enterprises LLC

MainStay MacKay DefinedTerm Municipal Opportunities Fund

Apogem Capital LLC

MainStay VP Funds Trust

Ausbil Investment Management Limited

New York Life Group Insurance Company of NY

Candriam S.C.A.

New York Life Investment Management Asia Limited

Eagle Strategies LLC

New York Life Trust Company

Flatiron RR LLC, Manager Series

NYLIFE Distributors LLC

IndexIQ, LLC

NYLIFE Insurance Company of Arizona

IndexIQ Advisors LLC

NYLIFE Securities LLC

IndexIQ ETF Trust

NYLIM Service Company LLC

IndexIQ Active ETF Trust

NYLINK Insurance Agencies, Inc.

Kartesia Management SA

NYL Investors LLC

Life Insurance Company of North America

Tristan Capital Partners