Premier Services
Protecting wealth and planning for the future.
When we first opened our doors in 1845, we knew life insurance was important for the well-being of our community. As our community evolved, we did, too. While life insurance is still a large part of what we do, we've expanded our services to help our premier clients and small business owners reach their retirement, estate planning, and business goals. New York Life has professionals in law, taxation, accounting, business, insurance, and philanthropic planning that can work with your financial professional to help guide you.*
Whatever your goals in life or business, we can help.
From comprehensive financial strategies to sophisticated estate planning, we offer the specialized services and financial expertise you need.
Small Business
Protect what you've built and plan for the future.
From succession planning to employee incentive programs, we have the expertise to help you grow and protect what you've worked so hard to achieve.
Estate Planning
Make sure you get everything you want.
Everyone needs the basics of estate planning*—a will, living will, and power of attorney. If you have a special needs child, want to give a lifetime gift, or need an income tax strategy, our experts have the skills to help you create a plan.
Wealth Management
Find an investment strategy that works for you.
At New York Life, our Financial Advisors can help you plan for your needs by offering investment programs through our wealth management subsidiary, Eagle Strategies LLC.
*Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.