Advanced Planning Group (APG)

Doing Business with the Advanced Planning Group (APG)

The APG supports agents in following areas:

Estate planning

Business succession

Transnational planning

Nonqualified executive benefits

Retirement distribution planning

Lifetime Wealth Strategies

Charitable planning

Asset protection planning

Taxation of life insurance, annuities, long term care and other financial products

Other sophisticated life insurance planning techniques

 

What types of questions can an Advanced Planning Consultant answer?

Our consultants’ areas of expertise include:

Estate planning

Business succession

Transnational planning

Nonqualified executive benefits

Retirement distribution planning

Lifetime Wealth Strategies

Charitable planning

Asset protection planning

Taxation of life insurance, annuities, long term care and other financial products


Advanced Planning Group (APG)

Timothy Libby's Supporting Team

NYLIM LLC - New York Life Investment Management

New York Life Retirement Plan Services

NYLEX Benefits - Customized Executive Benefit Plans

College Savings with 529 Plans


 

Consult with your local registered representative Timothy S. Libby at 508-246-9748 or tlibby@ft.newyorklife.com for a complimentary review.


 

Servicing the following MA cities and towns: Abington, Acton, Acushnet, Adams, Agawam, Alford, Amesbury, Amherst, Andover, Aquinnah, Arlington, Ashburnham, Ashby, Ashfield, Ashland, Athol, Attleboro, Auburn, Avon, Ayer, Barnstable, Barret, Becket, Bedford, Belchertown, Bellingham, Belmont, Berkley, Berlin, Bernardston, Beverly, Billerica, Blackstone, Blandford, Bolton, Boston, Bourne, Boxborough, Boxford, Boylston, Braintree, Brewster, Bridgewater, Brimfield, Brockton, Brookfield, Brookline, Buckland, Burlington, Cambridge, Canton, Carlisle, Carver, Charlemont, Charlton, Chatham, Chelmsford, Chelsea, Cheshire, Chester, Chesterfield, Chicopee, Chilmark, Clarksburg, Clinton, Cohasset, Colrain, Concord, Conway, Cummington, Dalton, Danvers, Dartmouth, Dedham, Deerfield, Dennis, Dighton, Douglas, Dover, Dracut, Dudley, Dunstable, Duxbury, East Bridgewater, East Brookfield, East Longmeadow, Eastham, Easthampton, Easton, Edgartown, Egremont, Erving, Essex, Everett, Fairhaven, Fall River, Falmouth, Fitchburg, Florida, Foxborough, Framingham, Franklin, Freetown, Gardner, Georgetown, Gill, Gloucester, Goshen, Gosnold, Grafton, Granby, Granville, Great Barrington, Greenfield, Groton, Groveland, Hadley, Halifax, Hamilton, Hampden, Hancock, Hanover, Hanson, Hardwick, Harvard, Harwich, Hatfield, Haverhill, Hawley, Heath, Hingham, Hinsdale, Holbrook, Holden, Holland, Holliston, Holyoke, Hopedale, Hopkinton, Hubbardston, Hudson, Hull, Huntington, Ipswich, Kingston, Lakeville, Lancaster, Lanesborough, Lawrence, Lee, Leicester, Lenox, Leominster, Leverett, Lexington, Leyden, Lincoln, Littleton, Longmeadow, Lowell, Ludlow, Lunenburg, Lynn, Lynnfield, Malden, Manchester-by-the-Sea, Mansfield, Marblehead, Marion, Marlborough, Marshfield, Mashpee, Mattapoisett, Maynard, Medfield, Medford, Medway, Melrose, Mendon, Merrimac, Methuen, Middleborough, Middlefield, Middleton, Milford, Millbury, Millis, Millville, Milton, Monroe, Monson, Montague, Monterey, Montgomery, Mount Washington, Nahant, Nantucket, Natick, Needham, New Ashford, New Bedford, New Braintree, New Marlborough, New Salem, Newbury, Newburyport, Newton, Norfolk, North Adams, North Andover, North Attleborough, North Brookfield, North Reading, Northampton, Northborough, Northbridge, Northfield, Norton, Norwell, Norwood, Oak Bluffs, Oakham, Orange, Orleans, Otis, Oxford, Palmer, Paxton, Peabody, Pelham, Pembroke, Pepperell, Peru, Petersham, Phillipston, Pittsfield, Plainfield, Plainville, Plymouth, Plympton, Princeton, Provincetown, Quincy, Randolph, Raynham, Reading, Rehoboth, Revere, Richmond, Rochester, Rockland, Rockport, Rowe, Rowley, Royalston, Russell, Rutland, Salem, Salisbury, Sandisfield, Sandwich, Saugus, Savoy, Scituate, Seekonk, Sharon, Sheffield, Shelburne, Sherborn, Shirley, Shrewsbury, Shutesbury, Somerset, Somerville, South Hadley, Southampton, Southborough, Southbridge, Southwick, Spencer, Springfield, Sterling, Stockbridge, Stoneham, Stoughton, Stow, Sturbridge, Sudbury, Sunderland, Sutton, Swampscott, Swansea, Taunton, Templeton, Tewksbury, Tisbury, Tolland, Topsfield, Townsend, Truro, Tyngsborough, Tyringham, Upton, Uxbridge, Wakefield, Wales, Walpole, Waltham, Ware, Wareham, Warren, Warwick, Washington, Watertown, Wayland, Webster, Wellesley, Wellfleet, Wendell, Wenham, West Boylston, West Bridgewater, West Brookfield, West Newbury, West Springfield, West Stockbridge, West Tisbury, Westborough, Westfield, Westford, Westhampton, Westminster, Weston, Westport, Westwood, Weymouth, Whately, Whitman, Wilbraham, Williamsburg, Williamstown, Wilmington, Winchendon, Winchester, Windsor, Winthrop, Woburn, Worcester, Worthington, Wrentham, Yarmouth


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