Strategic Partnerships
Strategic Partnerships
We are affiliated with nationally recognized and respected companies and specialists. Our access to this combined knowledge and experience is yet another advantage that sets Magbitang Financial apart from other financial professionals. Through these unique relationships you can draw on knowledge not often available to individuals.
The Nautilus Group®
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Joel Magbitang, CFP® works hand-in-hand with Nautilus specialists experienced in taxes, law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the soundest thinking when it comes to your estate.
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Eagle Strategies LLC
Through Eagle Strategies, Joel Magbitang, CFP® 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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Ash Brokerage
Ash Brokerage is a privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.
New York Life Insurance Company
Emma and Joel Magbitang, 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, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance company 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.)
NYL Retirement Plan Services
Magbitang Financial works with New York Life Retirement Plan Services to help offer clients compelling executive benefit plans, driving value for executives, organizations and shareholders. Access to New York Life Retirement Plan Services allows Emma and Joel to work with a team of professionals who bring over 40 years of retirement planning, actuarial, and plan design experience to help clients with the executive talent war – while controlling the bottom line.
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