The Advanced Planning Group

New York Life’s Advanced Planning Group (APG) 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 an individualized case development process, APG understands what is important and working with a nationwide Agency network, they've been down this path hundreds of times before, helping the agents they service help their clients reach their retirement, estate and business planning goals and objectives.

Calculators

More Calculators

Newsletters

  • Diversifying with Market Caps

    The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.

More Newsletters
Subscribe to our Newsletter