Strategic Resources

Effective financial strategies often require a team of experts working together to serve your best interests. In such situations, we act as the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our corporate consultants that provide solutions to many complex problems faced by individuals and business owners as needed. Some of our strategic alliances are detailed below.

Proud to Offer New York Life

Monica Rangel and her fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care insurance and disability insurance. A mutual insurance company1, New York Life is a Fortune 500 company2 and one of the largest mutual life insurance companies in the United States.3

1 New York Life Insurance Company is a mutual insurance company, which means it is not publicly traded and has no shareholders. References to ownership refer to NYLIC's policyowners who purchases its participating products. These policyowners share certain membership rights, such as voting in board of directors' elections and being eligible to share in annual dividends that are declared by the board. NYLIC is also the parent company of two other wholly owned life insurance subsidiaries. Policies issued by these subsidiaries are not participating and do not share in these rights.

2New York Life is ranked #78 on the Fortune 500 list.

3New York Life is the Largest Mutual Insurer in the U.S.: Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/4/24. For methodology, please see https://fortune.com/franchise-list-page/fortune-500-methodology-2024/

Advanced Planning Group

The Advanced Planning Group of New York Life Insurance Company collectively leverages years of practical experience and background in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, trust, business, and life insurance strategies. 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 Monica Rangel can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.