Advanced Planning Resources

We have access to the Advanced Planning Group - a premier planning team at New York Life Insurance Company with experience in law, accounting, insurance and business planning. Our access to these resources allows us to bring experience, value and insight to assist you with your business and estate planning needs.

To learn more about the services we can offer you through our access to this resource, please visit the Advanced Planning Group web site.

Neither New York Life nor we provide legal or tax advice, but we are happy to refer you to some of our trusted partners who do offer those services. 

Meet the Team

APG’s experienced professionals have advanced degrees, industry designations, and specialized training in business protection and succession, nonqualified executive benefit strategies, tax diversification and reduction strategies, wealth transfer and distribution, transnational planning for non-U.S. citizens, estate tax mitigation, charitable planning and more. Working with these professionals, we can present you with a wide variety of highly effective solutions designed to meet your complex business and estate planning needs.


David Chick is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #9369452), AZ, CO, FL, IA, IL, KS, MA, MI, MN, MO, MT, NE, NM, OH, PA, SD, TN, TX, WI, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, David Chick is licensed and authorized to offer insurance in Arkansas, but CHICK FINANCIAL may not be. For additional information on Arkansas licensure status, please click here.

David Chick is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1 S Seneca Ave Ste B, Newcastle, WY, 82701, 307-746-9154. In this regard, this communication is strictly intended for individuals residing in the states of AZ, IA, IL, KS, MN, MO, MT, NM, OH, PA, SD, TX, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

CHICK FINANCIAL is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither CHICK FINANCIAL nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​