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.

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