Advanced Planning Group

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. Neither New York Life Insurance Company nor its Agents or Affiliates provide tax, legal or accounting advice. Please consult your own tax, legel or accounting professional before making any decisions.