New York Life is dedicated to serving professional advisors
What do you want to do?
Bring your career to life
It all starts with you
Bring your career to life
We have the answers... and we're happy to share
Bring your career to life
We're in this together
We're right here with you
Our Approach
Step 1Understanding
Step 2Analyzing
Step 3 Exploring
Step 4 Collaborating
Step 5 Monitoring
Step 1 Understanding
About 30 Minutes Our relationship with you, and the process for securing your family’s future, begins with understanding the things that are important to you. So, we begin our process by discovering just that.
Step 2 Analyzing
About 1-1.5 Hours We will work with you and your other advisors to analyze the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes, while meeting your personal philosophies and family needs.
Step 3 Exploring
About 3-5 Weeks After gaining an understanding of your financial situation, we help to crystalize your goals and objectives.
Step 4 Collaborating
About 1-1.5 Hours We explore possible strategies to achieve your goals, collaborate with your circle of advisors, and can then help you implement and follow up on your course of action.
Step 5 Monitoring
Ongoing Through the Next Year At this stage, we will monitor your financial situation to ensure that your strategy stays aligned with your goals and objectives.