Teaming up with you
We have combined Ibbotson Associates' expertise in asset allocation, Morningstar's extensive mutual fund and variable annuity sub-account database, New York Life Insurance Company's insurance product recommendation capability, with your Registered Representative's knowledge of your objectives and risk preferences to create a strategy to help meet your insurance and financial goals.
New York Life Insurance Company povides a standardized approach to life insurance product recommendation by taking into account various factors, including your age, gender, and risk tolerance to determine which life insurance product provides the most net-benefit. Brett M. Sause, LUTCF, LTCP, CLTC & Registered Representative affiliated with NYLIFE Securities LLC (an affiliate of New York Life Insurance Company) provides mutual fund or variable annuity sub-account recommendations and allocations to address your particular needs.
Ibbotson Associates, Inc. has teamed with New York Life Insurance Company to construct an Asset Allocation and Insurance Questionnaire that is used to provide an asset allocation recommendation based on investment objectives, time horizon, risk tolerance, and human capital protection and/or retirement income considerations.
Morningstar, Inc. through an agreement with New York Life Insurance Company, provides the data for the investment style, stock sectors, and world regions tables used in this proposal.
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