Our Strategic Alliances

New York Life

Kennedy Folkedahl is proud to be affiliated with New York Life Insurance Company. Through New York Life and its wholly owned subsidiaries, clients have access to life insurance, annuities, long-term care insurance, and mutual funds. As a mutual insurance company, New York Life is the largest mutual individual life insurer in the United States and holds the highest possible financial strength ratings from all four major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aa1), and Standard & Poor’s (AA+).

(Source: Independent rating agency commentary as of 5/19/25)

The Advanced Planning Group

You’ve already built a strong foundation for success, but your journey isn’t over. Together, Monarch Financial Group and the Advanced Planning Group (APG) can help you preserve and protect what you’ve worked so hard to achieve. APG is a team of highly trained professionals with expertise in law, taxation, financial planning, and accounting. Together, we provide the wealth strategies you need to secure and sustain lifelong success.

Crump Life Insurance Services

Crump is a strategic partner that expands our ability to serve clients when a New York Life policy cannot be placed. Available in all jurisdictions, the program provides access to fixed life insurance products from outside carriers under specific program guidelines, as well as individual disability income solutions. This partnership allows Monarch Financial Group to offer a broader range of protection strategies while maintaining the same high standards of service and expertise our clients expect.