New York Life is dedicated to serving professional advisors
We're here to help
It all starts with you
We have the answers... and we're happy to share
We're right here with you
Bring your career to life
We're in this together
We have the answers... and we're happy to share
Bring your career to life
Business Solutions
Here at MW Financial & Insurance Solutions, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives. Some of our key services are detailed below.
Executive Benefits
Key Person Insurance
Succession Planning
Funding Buy-Sell Agreements
Funding Deferred Compensation
MW Financial & Insurance Solutions | San Diego, CA