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The Advanced Planning Group

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with 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 Brendon W. Elliot can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.

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Disclosure

Brendon Elliot is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4089456), DE, FL, IA, IN, MA, MD, ME, NC, NH, NJ, NY, OR, PA, RI, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Brendon Elliot is licensed and authorized to offer insurance in California, but Cornerstone Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Brendon Elliot is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 29 Samoset St, Plymouth, MA, 02360, 508-927-4536. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, DE, FL, GA, IA, IN, MA, ME, MN, NC, NH, NY, OR, RI, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Brendon Elliot is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Cornerstone Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Cornerstone Financial Group, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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