Strategic Alliances
Jody and Sandra and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 9/30/21.)
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial service, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. 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 Jody and Sandra can bring experience, value and insight to your planning situation. The Advanced Planning Group does not provide specific legal, tax or accounting advice.
Marcus Agency is an unaffiliated privately-owned family-operated insurance brokerage general agency. They provide access to us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our relationship with the Marcus Agency complements our mission to provide our clients with objective solutions to suit their individual needs.