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