In 1845, when New York Life was founded, the greatest financial threat facing most families was the premature death of a wage earner, typically from an infectious disease.

Today, one of the greatest financial threats facing many successful families is exactly the opposite: living much longer than previous generations expected. Now, leading causes of death are chronic diseases of aging.

The nineteenth century needed life insurance. The twenty-first century needs longevity planning.

I help executives, professionals, business owners, and their families address the financial consequences of longevity, including:

• Capital preservation

• Risk management

• Retirement income

• Tax-efficient distributions

• Extended care planning

• Family relations

• Legacy preservation

• Gifting and Charitable strategies

• Business transition planning

• Executive benefits

  And not forgetting ... Life Insurance!