The Advanced Planning Group

Company Commitment

New York Life Insurance Company’s incomparable dedication of resources to agents working with affluent individuals and business owners is evidenced by our veteran team of nearly twenty professionals who hold numerous advanced degrees and certifications in law, accounting, financial planning and insurance.


Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means your New York Life agent can bring experience, value and insight to your planning situation.


The Advanced Planning Group collectively leverages years of practical experience as lawyers, accountants and financial service providers to offer New York Life agents unparalleled assistance in estate, business, and life insurance planning.


New York Life’s Advanced Planning Group has the expertise to support a variety of clients’ needs including:

  • Retirement Accumulation and Distribution Planning
  • Sophisticated Life Insurance Planning
  • Estate Planning
  • Business and Business Continuation Planning
  • Charitable Planning

The Advanced Planning Group has bilingual Advanced Planning Consultants who specialize in serving the following cultural markets: Hispanic, Korean and Chinese (with language skills in Cantonese, Korean, Mandarin, Spanish and Taiwanese).


The Advanced Planning Group is a resource exclusively for the use of New York Life agents when working with high-end clients. However, New York Life Insurance Company nor its agents are in the business of providing tax, legal or accounting advice. Individuals should consult with their own tax, legal or accounting advisors before implementing any planning strategies.

All information supplied by New York Life, courtesy of Griner Isom Financial Strategies is not owned or operated by the Advanced Planning Group, New York Life, or its subsidiaries or affiliates.