New York Life Insurance Company provides the financial strength and stability that supports long-term planning. As one of the most established and highly rated^** insurers in the industry, their solutions play an important role in helping protect what clients have built while supporting future goals.

Through our relationship with Goldman Sachs Private Bank Select®, clients have access to high-yield, FDIC-insured savings solutions designed to complement their overall financial strategy.

These solutions can play an important role in:

• Managing cash reserves and liquidity needs

• Allocating funds for taxes or upcoming financial obligations

• Maintaining flexibility while evaluating investment opportunities

Clients benefit from a streamlined digital experience, no account fees or balance caps, and competitive interest rates compared to traditional banking options.

Securities-based lines of credit (SBLOC) may be available as a flexible liquidity solution, allowing you to access capital while remaining invested.

By leveraging eligible portfolio assets, these solutions can support short-term needs while maintaining alignment with long-term planning objectives.