Working With Other Professionals

At New York Life South Texas, our agents work with your attorneys, accountants, trust officers and other financial professionals to better serve the needs of our clients. This collaborative approach gives our clients the most comprehensive service available.

When you partner with our agents, you can rest assured that they will work with you to develop a mutually agreeable process for interacting with your shared clients. We know that every organization has different methods and preferences for how communication is handled, and that’s why our agents are flexible and adaptable in order to effectively meet their clients’ needs within a cohesive team environment. We are a results-oriented company, and we will deliver creative and effective solutions in the areas of business, estate, succession, and tax planning.

Calculators