New York Life Insurance Company is one of the largest mutual life insurer in the U.S., with over 180 years of history and the highest ratings for financial strength currently awarded to any life insurer by the major rating agencies*.
We help our clients grow and protect their Total Economic Wealth by leveraging New York Life’s comprehensive suite of insurance and annuity solutions, broker-dealer platform (NYLIFE Securities), and the strategic expertise of the Advanced Planning Group
*New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aa1); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 9/30/2025.
New York Life offers a range of insurance and annuity products designed to help you protect what matters most, plan for retirement, and create a lasting financial legacy. Insurance solutions include term life insurance for cost-effective protection over a specific period, as well as permanent life insurance options that provide lifelong coverage, potential cash value accumulation, and flexibility for estate or business planning needs. Annuity solutions are designed to help you convert savings into reliable retirement income. Options include fixed annuities for predictable interest and principal protection, income annuities that can provide guaranteed income for life or a set period, and variable annuities that offer market-linked growth potential with various income and protection features.
NYLIFE Securities provides clients with access to a traditional broker-dealer platform—offering world-class brokerage services, efficient trade execution, and a broad menu of investment options. As a registered broker-dealer and wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities delivers the infrastructure and product access needed for clients who want flexibility, product-specific solutions, or a straightforward, transactional approach to buying and selling investments. As advisors, we use NYLIFE Securities to complement our broader wealth management process. When appropriate, we leverage the broker-dealer platform to implement nondiscretionary investment solutions, while pairing this with fiduciary, long-term advisory services through Eagle Strategies LLC. This dual approach allows us to match each client’s needs with the right structure— combining flexible brokerage capabilities with deeper, ongoing investment management.
The Advanced Planning Group (APG) is a premier in-house resource at New York Life, bringing together specialists with deep expertise in law, taxation, insurance, and complex business planning. They focus on the types of sophisticated issues that arise for high-net-worth families, business owners, and executives—ranging from estate and trust design to business succession and advanced wealth-transfer techniques. As advisors, we partner directly with APG to evaluate the full picture of a client’s economic wealth—not just investments, but business interests, legacy goals, risk management, tax considerations, and long-term planning opportunities. This collaboration allows us to deliver a more integrated, forward-thinking approach to managing and preserving wealth, ensuring that each client’s plan is both comprehensive and intentional across every stage of life and business.