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

  • Lease Payment

    How much would your monthly lease payment be?

  • Spending Habits

    How much am I spending?

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

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