About the Advanced Planning Group.
Teamwork is the fuel that allows common people to attain uncommon results.
– Andrew Carnegie
New York Life’s Advanced Planning Group is a team of nearly 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. With more than 300 years of collective experience, the APG supports a variety of wealth strategies and business planning objectives in these key areas:
- Business protection and succession
- Nonqualified executive benefit strategies
- Wealth transfer and distribution strategies
- Transnational planning (non-U.S. citizen)
- Estate tax mitigation
- Charitable planning
Through our individualized case development process, we listen and understand what’s important. With our nationwide Agency network, we’ve been down this path hundreds of times before, helping clients reach their retirement, estate and business planning goals and objectives.
Neither New York Life Insurance Company nor its Agents provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.