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.