Resources

About New York Life

At New York Life, we believe in helping people like you, families like yours, and business of all kinds. Since 1845, we've been doing just that - making sure our customers are prepared for whatever life has in store and doing everything we can to help them face tomorrow with confidence.

Why do we do it? Because in many ways, we're just like the clients we serve. In fact, many of us ARE clients - with all the same hopes and dreams that you have for your family and future.

Like you, we each work hard to meet life's responsibilities and create a better life for ourselves. Funding retirement? Caring for aging parents? Dealing with the death of a family member? You can be sure we've been there and have found ways to persevere through even the toughest times. As one of the nation's oldest and largest mutual life insurance company, we've made a habit of keeping our promises and honoring our commitments, so when the time comes to trust someone with your most important assets, you can have confidence in the fact that we take that responsibility seriously.

We invite you to explore the depth of our commitment: Talk to your friends and neighbors - many of them may be New York Life customers. Read what the leading rating agencies have to say about our company. Ask our competitors why we continue to gain new clients. Most important of all, see for yourself why we continue to earn the steadfast loyalty of millions of American families - many stretching back for generations.

Whether you're on your own, have a family, or run your own company, let's get together and talk about your future. We're here to help.


Advanced Planning

As an Agent of New York Life, I have exclusive access to the Advanced Planning Group - a premier planning team at New York Life Insurance Company with experience in law, accounting, insurance and business planning. My access to these resources allows me to bring experience, value and insight to assist you with your business and estate planning needs.

To learn more about the services I can offer you through my exclusive access to this resource, please visit the Advanced Planning Group web site.

Neither New York Life nor we provide legal or tax advice.


Business Solutions

Helping you keep up the good work.
Managing expenses, empowering employees, keeping it all going and still having time for all other important things – running your own business takes more than hard work. It takes insight, planning, and the ability to call on the right resources every step of the way.

It's about more than the bottom line.
As a business owner myself, I understand what your needs are.

Protect
You have worked hard to get where you are today. A variety of events can occur that could quickly threaten the success and stability of a business. From your business to your family, I can help you gain peace of mind.

Reward
Your team plays a key role in the success of your business. Whether you have partners, managers, staff, or all of the above, I can help you stay competitive to top talent by creating a rewarding work environment.

Plan
Since your business and personal lives are intertwined, it's hard to imagine life without a business. In building a strategy, I will work with you to determine your goals for your future. I can help you ensure income for your retirement and continuation of your business.

Make it easy.
My job is to make your job easier. I help my clients find the optimal solution for their specific needs and budget. I offer complete and simple implementation to save you time and effort. With the resources and experts at New York Life, I can find the best solution for you and your business.