Strategic Resources

Effective financial strategies often requires a team of experts working together to serve your best interests. In such situations, we act as the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.

New York Life

New York Life Insurance Company

Crystal Snyder, Lynzie Wolters, Ashley Ethridge, Angela Jubran, Tracy Gordon, Jasmin White, David Chung and their fellow financial professionals are proud to be agents for 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 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), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 9/12/19.)

*Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),: Fortune magazine, 6/1/19.  For methodology, please see http://fortune.com/fortune500//.

The Advanced Planning Group

The Advanced Planning Group

As Agents of New York Life, we have exclusive access to the Advanced Planning Group - a premier planning team with expertise in law, accounting, financial planning and insurance. Our access to these resources allows us to bring experience, value and insight to assist you with your business and estate planning needs.

To learn more about the services we can offer you through my exclusive access to this resource, please visit the Advanced Planning Group web site.

Neither New York Life nor its Agents or employees provide legal or tax advice.

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Industry Involvement

Million Dollar Round Table (MDRT)

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

National Association of Insurance and Financial Advisors (NAIFA)

National Association of Insurance and Financial Advisors (NAIFA) was founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

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