Become an Eagle Strategies Advisor
Eagle Strategies is dedicated to providing you with integrated wealth management and insurance solutions that will help protect and secure the future your clients envision. When you become an Eagle Strategies advisor, you have the competitive advantage of offering your clients a protection-led financial planning process. You will be acting in a fiduciary capacity — always putting the interests of your clients first and delivering the best solutions to meet their individual and business needs.
As an Eagle Strategies advisor, you will also have access to the full breadth and depth of the products and services offered not only by Eagle Strategies, but the entire New York Life organization — uniquely positioning you to provide comprehensive solutions predicated on retirement, protection, investment, and estate planning.
This “Comprehensive Planning Approach” is our foundation, our philosophy, and how we think about our approach to the affluent market. By adopting this approach, you will be able to foster deeper conversations that build greater mutual trust, resulting in stronger client retention and more solutions per household while solidifying your role as their trusted advisor. With access to the intellectual capital of our experienced teams and our industry leading technology partners, you can remain focused on what you do best — building your business and developing long-lasting client relationships.
