Through your New York Life financial professional, you’ll have the opportunity to consult with the Advanced Planning Group—a nationally‐recognized team of knowledgeable professionals who are specially trained to listen to your goals and objectives, evaluate your current planning strategies, and offer thoughtful, researched suggestions and solutions to help you optimize your financial goals. Their collective experience supports a variety of wealth strategies and business planning objectives.
Business protection and succession
Nonqualified executive benefit strategies
Wealth transfer and distribution strategies
Transnational planning (non-U.S. citizen)
Estate tax mitigation
Charitable planning
New York Life Insurance Company and its affiliates, Agents, and employees do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal, or accounting advisors before implementing any planning strategies.