Professional Resources


The Advanced Planning Group

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 Wendy and The Feldman Agency can bring experience, value and insight to your planning situation.

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Eagle Strategies, LLC

Eagle Strategies, LLC

Through Eagle Strategies, Wendy provides to the Feldman Agency clients fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.

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New York Life

New York Life

Wendy and The Feldman Agency are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is the largest mutual individual 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 Rating Report as of 8/19/2016)

Based on revenue as reported by "Fortune 500, Ranked within Industries: Insurance: Life, Health (Mutual)." Fortune Magazine, 6/17/2016. See the ranking here.

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Eagle Strategies, LLC

Crump

Crump Life Insurance Services provides us with a multitude of products and support for life insurance, long-term care, disability income and annuities. Our affiliation with Crump complements our mission to provide our clients with objective solutions to suit their individual needs when appropriate on a case-by-case basis.

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AARP Program from New York Life

New York Life is proud to be the preferred provider of AARP Life Insurance, Annuity and Long-Term Care Options from New York Life. Using tools and products developed with AARP members in mind, I design solutions to help meet your needs and always work within your budget.

New York Life Insurance Company pays royalty fees to AARP for the use of its intellectual property. These fees are used for the general purposes of AARP. AARP and its affiliates are not insurers. AARP does not employ or endorse agents, producers or brokers. None of the products are issued or provided by AARP or its affiliates.

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