Your business is about more than the bottom line.
Access to expertise.
Through your agent, you can access the financial expertise of our Advanced Planning Group.
This 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.
Why do business with New York Life?
New York Life agents are business owners too, so if you want to work with someone who understands the things that are important to you, we're ready to help, right here in your community.
A Strong Partner
Commitment to integrity, humanity & financial strength has been a top priority for over 170 years.
We will help you find the right solution to meet your specific needs and make plan implementation easy.
Business Life provides business market insights and advice through quarterly articles, expert videos and research reports.
New York Life’s Advanced Planning Group provides financial expertise to business owners.
Talk it through with an expert.
We're here to help.