Posted on 11/22/2025
Supplemental Life Insurance Retirement Plans (SLIRP)
Watch this 2-minute video to learn how a supplemental life insurance retirement plan – or SLIRP – can allow you to get money when you Read MorePosted on 11/13/2025
Is it time to review your estate and succession plans?
Estate planning has taken some major turns due to recent tax law shifts. If you thought it’s all about tax exemptions, think again. Even with Read MorePosted on 06/25/2025
Vines View Farms was no more
“Vines View Farms was no more.” Growing up on a farm in a place called Paradise Hill sounds like heaven for anyone, but at 6 Read MorePosted on 06/25/2025
Helping Clients Protect Their Assets Through Trust Planning
Learn how using trusts in business planning can provide clients with informed solutions and help them achieve peace of mind and financial security in this Read MorePosted on 06/20/2025
Life insurance 101: An overview of term life policies versus whole life policies
Most people think of insurance as a basic protection tool – pay a premium, and if the worst happens, the carrier pays out a benefit. Read MorePosted on 04/05/2024
How Life Insurance Made a Difference in Nautilus Member Gib Surles’s Family
“The first life insurance death claim I delivered was to my mom, for a policy I wrote on my dad’s life.” Listen to Nautilus Member Read MorePosted on 10/11/2022
Fiduciary Responsibility Checklist
As a fiduciary, your role may include periodically reviewing your clients’ life insurance policies to make sure the coverage meets the need. This useful tool Read MorePosted on 09/13/2022
Life insurance is a valuable generational wealth-transfer tool.
The first generation builds it, the second manages it, and the third squanders it. This common rags-to-riches-to-rags phenomenon motivates many families to develop a generational Read MorePosted on 03/23/2019
Nautilus Member Braden Draggoo shares how life insurance made a difference for him
“My brothers and I always felt that we had the perfect childhood, until an oncoming vehicle crossed the center line and changed everything.” As a Read MorePosted on 02/19/2019