The Special Case Unit is dedicated to assisting agents with large, complex cases involving the sale of a significant amount of life insurance. The benchmark for eligibility is $10 million of net worth for an estate analysis and comparable parameters for a business or financial analysis. The service this unit provides exceeds those available from Nautilus in the past. Examples may include a higher level of participation at the fact-finding interview with the client; more custom verbiage included within the presentations; and, providing greater assistance to professional advisors in the preparation of plan documents.
The Nautilus Group's Chief Advisor to CEO and Head of Special Case Unit is David C. Herrick, CLU, J.D., LL.M. In the insurance industry since 1978, Dave was Vice President and General Counsel for an M Financial Group member office in Denver, Colorado. He has also served as an Insurance Analyst, preparing estate and business analyses. Dave's undergraduate degree is from Dartmouth College, and he holds a J.D. and LL.M. from the University of Denver College of Law. Dave is a member of AALU.
John P. Irvin, CLU, ChFC, CPA, was formerly a President's Council agent in the Fort Worth General Office. John has an extensive professional background in corporate and personal taxation and debt restructuring. He graduated from Mississippi State University with a B.S. in Accounting and has served as the Chief Financial Officer of an oil and gas concern in Texas. John's specialty is creating custom proposals that do justice to the complex situations of affluent clients and prospects. He has been with The Nautilus Group since 1994.
Karen Fishell, CLU, has been with The Nautilus Group since 1998. Originally from Connecticut, Karen worked for 15 years in the qualified benefit area, assisting brokers and their clients with design and administration of their defined benefit and defined contribution plans. Prior to joining Nautilus, Karen worked for 11 years for Clark/Bardes, Inc., a third party administrator of non-qualified insured benefit plans, providing support to many top producers across the country with their plan design needs.
Eric J. Hancz, , MBA, CFA, CPA, ChFC, CVA has been employed with The Nautilus Group since 2002 as a Senior Financial Analyst. He holds a Bachelor's of Arts degree from Franklin College in Franklin, IN, and a Master of Business Administration degree from Southern Methodist University in Dallas. Eric also holds a Chartered Financial Analyst designation, a Chartered Financial Consultant designation and a Certified Valuation Analyst designation. Prior to coming to Nautilus, Eric worked as Senior Financial Analyst for a business valuation and operations management consulting firm. Eric's current responsibilities involve financial analyses pertaining to estate planning strategies, which include income and estate tax calculations and comparisons related to utilizing the estate planning strategies.
Patrick A. Hoffman, J.D., LL.M., earned his Bachelor of Arts in English, from Texas Wesleyan University in Ft. Worth, Texas, a law degree from Washburn University School of Law, and an LL.M. in Taxation from Southern Methodist University. Patrick's experience prior to coming to The Nautilus Group includes working for a prominent New Mexico law firm as part of their tax department where he was involved in business and estate planning and as a staff attorney for a national financial planning firm.
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