The Nautilus Group®

Experienced. Knowledgeable. Professional.

About The Nautilus Group®

The Nautilus Group® is an exclusive membership based resource accessible to an elite group of approximately 200 experienced insurance and financial industry leaders who are firmly committed to a team planning concept. Nautilus Members work with affluent, high net worth and business owner clients, professional athletes, professional entertainers, farmers and ranchers, physicians, corporate executives and retired executives.

Nautilus provides a range of consultative services and technical case design to support its Members in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients’ advisors in these key areas:

  • Family
    Protection
  • Estate and
    Legacy Planning
  • Business Succession
    and Exit Planning
  • Executive Benefits
  • Philanthropy

Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients’ sophisticated planning objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual. The Nautilus team is dedicated to smart thinking, sound analysis, and experienced financial insight.

Meet Our Team

Click below to learn about our professional staff.

Our Advantage

  • Sophisticated Solutions

    We offer a wide range of consultative services and technical case design, specializing in complex estate, business, charitable, insurance and retirement planning strategies.

  • Team Advantage

    We work hand in hand with you, your attorneys, accountants, trust officers, and other advisors. We are committed to this team approach in order to meet your unique financial needs.

  • Proven Process

    Our approach involves identifying goals and analyzing potential gaps, exploring strategies and solutions, and then helping you implement your chosen course of action.

  • Who We Serve

    The clients we help best are those who highly prioritize financial security, family protection, business continuity, and leaving a legacy for future generations.

  • Our Legacy

    For more than 175 years, New York Life has preserved its heritage while evolving, innovating, and remaining strong through the economic ups and downs of our nation.

  • Our Promise

    Our mission is to get to know you, to understand your dreams and aspirations, and to offer you state-of-the-art strategies designed to help turn your goals into reality.

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