Since our founding in 1845, New York Life has been helping individuals, families and businesses plan for the future. Our professionals take a personal interest in providing clients with dependable tools and reliable information to help them make smart decisions.
Now these resources are available to support professionals like you — attorneys, accountants, trust officers, and other financial advisors who are committed to helping clients reach their goals. This site provides complimentary technical materials, educational opportunities, and practice management ideas. To be notified of updates, please sign up for our quarterly e-newsletter.
If your practice could benefit from financial strength, integrity, and exclusive resources, let's work together to better serve our clients.
Our educational opportunities, hosted throughout the year, dive into a variety of topics important to helping clients reach their financial goals. Many of these events offer continuing education credit.
If you missed one of our informational events, not to worry — you can still go back and watch the replay!
Visit our educational opportunities page to get started.
Our quarterly newsletter puts valuable and timely information at your fingertips, all provided by industry-leading professionals!
To make sure you don’t miss a thing, be sure to sign up and receive the latest edition right to your inbox.
We know protecting your client’s financial security is important. It's important to us too. That’s why New York Life dedicates two premier planning teams to bring the experience, value and world-class resources our agents enjoy to help you deliver for your clients.
The access to this combined knowledge and experience is yet another key advantage that sets New York Life apart from other financial companies. Through this collaborative relationship you can draw on knowledge not often available to individuals.