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
Charitable planning
Transnational planning (non-U.S. citizen)
Estate tax mitigation
Wealth transfer and distribution strategies
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.
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