The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial service, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Jonathan can bring experience, value and insight to your planning situation. The Advanced Planning Group does not provide specific legal, tax or accounting advice.
*The Advanced Planning Group does not provide specific legal, tax or accounting advice.
Enhancing your value proposition. In today’s competitive environment, the truly successful professionals add value to their client relationships. Your clients need access to information on insurance and financial strategies to help them prosper and grow— positioning them for a rewarding financial future. In today's competitive environment, the truly successful professionals are those who bring added value to their client relationships. Clients need access to information on products and services to help them, their families, and their businesses prosper and grow—positioning them for a secure financial future
By establishing a professional Alliance with New York Life, you can help your clients:
If You are interested in learning more about the Professional Alliance Program and the options available to you, Please contact us.