The Nautilus Group

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The Nautilus Group (Introductory Video)  

The Nautilus Group is a nationwide initiative formed to assist the clients of a highly select group of New York Life's nationally renowned insurance agents. The Nautilus Group works with members' upscale clients who have complex needs, requiring state-of-the-art estate planning strategies and individually customized analyses. The Nautilus Group brings something more to the table: services and solutions that go beyond those offered by other estate planning organizations.

Nautilus represents an alliance of two significant talent pools:

  • A national network of sophisticated, experienced insurance and financial professionals.
  • A staff of professional consultants specializing in law, tax, accounting and insurance.

The Nautilus Group's carefully structured analysis and review process provides clients with customized solutions to their specific financial needs, bringing a new level of service to the table.

The Nautilus Group works only with clients or advisors referred by member agents. The process begins with data gathering and determination of the client's goals and objectives. This information is forwarded to Nautilus headquarters, located in Dallas, Texas. In consultation with the member agent, Nautilus professional staff assess the specific needs of the client and develop alternative estate planning strategies. 
 
The Nautilus Group members are carefully selected from a select group of New York Life agents which are among industry's best. Membership is limited to approximately 220 professionals across the nation who represent a concentration of experienced financial service leaders firmly committed to a team concept. While many members are recognized industry-wide for their individual accomplishments, all are dedicated to working closely with professionals from various disciplines to enable their clients to realize financial objectives.

This meticulous process of fact-finding and analysis results in estate planning solutions designed to address a client's individual needs. Each customized analysis is developed within the controlling framework of the client's personal objectives.

 The Nautilus Group staff includes experts in many areas, such as estate conservation, business continuity, executive benefits and retirement income planning.

Neither the staff nor the members of The Nautilus Group may offer legal, tax or accounting advice. Our role is to educate and motivate clients and their advisors in addressing critical planning issues.

Estate Conservation - Unless an estate plan is carefully developed, taxes can dramatically impact an estate. A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. Nautilus works with clients and their professional advisors to analyze current financial status and assess the potential impact of federal and state transfer taxes. With this as a baseline, strategies are developed to meet estate planning goals in coordination with personal philosophies and family needs.

Business Continuity - A lifetimes of work goes into the development of a successful business. Often making it the client's most valuable financial asset. An estate plan should be in place to protect that asset and ensure its viability and value long into the future. Nautilus offers innovative strategies for the continuation of the business that address the needs of each family member.

Executive Benefits - Most successful business employ talented executives whose contributions to the bottom line are crucial. To ensure continued success, it is essential to attract and retain high-caliber people. Nautilus can suggest benefits packages that effectively retain key employees as well as attract new ones.

Retirement Income Planning - Nautilus can identify a variety of financial strategies that can help clients accumulate assets for the future, such as business-related non-qualified deferred compensation plans, qualified retirement plans, and other instruments to provide for a rewarding retirement.

Other Needs - Each client's financial situation is unique. Nautilus addresses a variety of topics such as philanthropic opportunities and financial, business, tax and family issues. For example, many clients find health issues can make needed life insurance difficult to obtain. Nautilus can maximize a client's options in this area through its specialized service capabilities. Nautilus also uses extensive research to assist clients' advisors with unique technical issues that may arise during the planning process.