Advanced Planning

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with 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 Jeffrey Varsa can bring experience, value, and insight to your situation. 

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

The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.

Disclosure

Jeffrey Varsa 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 #5412489), CA (CA Insurance License #4010506), CT, FL, GA, IL, MA, MO, NH, NJ, NY, and OH. No insurance business may be conducted outside the states referenced.

Jeffrey Varsa 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, 201 Jones Rd Fl 5, Waltham, MA, 02451, 781-398-9137. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CT, FL, GA, MA, MO, NC, NH, NY, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

Jeffrey Varsa is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, CA, CT, FL, GA, MA, MO, NC, NH, NY, and OH. As such, these services are strictly intended for individuals residing in the states referenced.

THE VARSA GROUP, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither THE VARSA GROUP, LLC 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.