Advanced Planning Resources

As an Agent of New York Life, I have exclusive access to the Advanced Planning Group - a premier planning team at New York Life Insurance Company with experience in law, accounting, insurance and business planning. My access to these resources allows me to bring experience, value and insight to assist you with your business and estate planning needs.

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

Neither New York Life nor we provide legal or tax advice.

Meet the team

APG’s experienced professionals have advanced degrees, industry designations, and specialized training in business protection and succession, nonqualified executive benefit strategies, tax diversification and reduction strategies, wealth transfer and distribution, transnational planning for non-U.S. citizens, estate tax mitigation, charitable planning, and more. Working with these professionals, we can present you with a wide variety of highly effective solutions designed to meet your complex business and estate planning needs.

To learn more, visit the Advanced Planning Group or contact us directly.

Disclosure

Otto Grozinger is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #8012127), CA (CA Insurance License #4307214), CO, ID, LA, MD, MS, NY, OH, PA, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Otto Grozinger is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 401 Edwards St Ste 1700, Shreveport, LA, 71101, 318-227-5041. In this regard, this communication is strictly intended for individuals residing in the states of AL, CA, CO, GA, LA, MD, MO, NJ, NY, OH, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Otto Grozinger is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, CA, CO, GA, LA, MD, MO, NJ, NY, OH, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.