For Professional Advisors

At New York Life New Jersey, our agents work with attorneys, accountants, trust officers and other professional advisors in an effort to better serve the needs of our clients. This collaborative approach helps give our clients a comprehensive service available.

When you work with our agents, you can rest assured that we will work with you to develop a mutually agreeable process for interacting with our shared clients. We know that every organization has different methods and preferences for how communication is handled, so we are flexible and adaptable in order to effectively meet the needs of our clients within a cohesive team environment. We will maintain open lines of communication and keep you apprised of all developments.

We seek to deliver creative and effective solutions for your clients in the areas of business, estate, succession, and tax strategies1. We invite you to explore our website to help gain a clearer understanding of our team and the resources we can bring to the table. If you have questions or would like to discuss a particular client that we may be of assistance with, please don’t hesitate to contact us.

1Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal or accounting advice. Please consult your own professionals for tax, legal and accounting advice.

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