Our Resources

The Advanced Planning Group

The Advanced Planning Group

New York Life's Advanced Planning Group collectively leverages years of practical experience and disciplines in legal, accounting and financial services to offer New York Life agents 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 we can bring vast amounts of experience, value and insight to your planning situation.

The Advanced Planning Group does not provide specific legal, tax or accounting advice.

New York Life Insurance Company

Bill Geasey is proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual individual life insurance companies 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 Poors (AA+). (Source: Individual independent rating agency commentary as of 10/15/2020).