Strategic Alliances

The Nautilus Group

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Pedram Kaivani works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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Ash Brokerage

Ash Brokerage is an unaffiliated 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, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

Eagle Strategies LLC

Through Eagle Strategies, Pedram Kaivani 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 Insurance Company.

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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 service, 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 Pedram Kaivani can bring experience, value and insight to your planning situation. The Advanced Planning Group does not provide specific legal, tax or accounting advice.

New York Life

Pedram Kaivani 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, 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 has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18.

*Issued by New York Life Insurance Company and New York Life Insurance and Annuity Corporation.