Trustworthy, Professional, Confidential, Customized
The professional team of New York Wealth Planning Group (NYWPG) possesses extensive knowledge and experience in the advanced market and is dedicated to delivering specialized insurance plans that meet the needs of high net worth clients. The focus of planning services lies in the areas of tax savings, asset protection, retirement income, and estate planning.
Our services help to add more flexibility to fund management, which allows institutions to invest more tax-efficiently and thus maximize their after-tax return.
Our professional team provides customized life insurance plans to meet every client’s expectations. Being exclusively focused on our clients’ needs, our goal is to provide better asset protection from creditors and efficient tax planning while creating additional wealth in the long haul and securing a legacy for the next generation.
Premium financing is an option for insurance policy owners to use life insurance policies/personal assets as collateral to acquire a loan from a bank, and then to pay the insurance premium. By providing a large sum to pay premiums, premium financing allows policy owners to retain more liquid assets for other uses.