Advanced Planning Group

As an Agent of New York Life, I have exclusive access to the Advanced Planning Group -- a premier planning team with expertise in law, accounting, financial planning and insurance.

My access to these resources allows me to bring experience, value and insight to your planning situation and assist you with your business and estate planning needs. 

New York Life’s incomparable dedication of resources to the advanced market agents is evidenced by our veteran team of 17 professionals with experience as lawyers, accountants and financial service providers.


New York Life’s Advanced Planning Group supports agents who have a nationwide clientele. Consequently, the group can offer insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action by New York Life agents to advise on hundreds of business and estate plans each year; that means your New York Life agent can bring the group’s experience, value and insight to help you define and meet your wealth and business planning goals.


The Advanced Planning Group collectively leverages years of practical experience as lawyers, accountants and financial service providers to offer New York Life agents unparalleled assistance with their clients’ estate, business, and life insurance planning needs.


New York Life’s Advanced Planning Group has the expertise to support a variety of clients’ needs including:

Estate tax and wealth transfer planning

Business succession and nonqualified executive benefit planning

Charitable planning

Transnational (non?US citizen) planning

Retirement distribution planning

Sophisticated life insurance planning

Cultural Diversity

The Advanced Planning Group has Advanced Planning Consultants who specialize in serving the following cultural markets:

Hispanic, Korean, Chinese and African?American (with language skills in Spanish, Korean, Cantonese, Mandarin, Taiwanese and Vietnamese).


The Advanced Planning Group is a resource exclusively for the use of New York Life agents when working with high net worth and business owner clients. However, neither New York Life Insurance Company, its employees, nor its agents are in the business of providing tax, legal or accounting advice. Individuals should consult with their own tax, legal or accounting advisors before implementing any planning strategies.

Assisting New York Life Insurance Company agents as their planning support team and preeminent resource when serving affluent individuals and business owners.