Key Resources

The Advanced Planning Group

The Advanced Planning Group collectively leverages years of practical experience as lawyers, accountants and financial service providers 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 Shelly Gams can bring experience, value and insight to your planning situation.

Neither New York Life nor its agents or any of its employees provides tax or legal advice.

New York Life

 Paul Winter is proud to be affiliated with New York Life Insurance Company. New York Life and its subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is the largest mutual life insurance company in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual third party ratings reports as of 9/12/2019)

*Based on revenue as reported by "Fortune 500, Ranked within Industries: Insurance: Life, Health (Mutual)", Fortune magazine, 6/17/2016.

New York Life Investments "Market Matters weekly reports"

 Lauren Goodwin & Robert Serenbetz brings a fresh look at what matters for the economy, markets and a multi-asset portfolio.  Tune in for a weekly dose of what's driving portfolio decision-making.