Strategic Alliances & Resources
Eagle Strategies, LLC
Through Eagle Strategies, Erik S. Engh provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.
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eMoney
eMoney aggregates more than $1.4 trillion dollars in assets for more than 25,000 financial professionals across three countries and in all fifty states, serving a million end-clients. In a manner unparalleled by any other system, eMoney has helped advisors increase assets under management, identify product opportunities, and win their clients' confidence and loyalty.
New York Life
Erik S. Engh and his 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, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is one of the largest mutual individual life insurance companies in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 8/9/16)
The Advanced Planning Group
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial services to provide New York Life agents 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 Erik S. Engh can bring experience, value and insight to your planning situation.
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