Professional Resource: The Nautilus Group®

Through our affiliation with New York Life Insurance Company we have access to professionals with credentials in law, accounting and financial planning who can provide us with assistance to help assure you receive the best advice for your specific situation.

The Nautilus Group® is a resource for estate conservation and business succession planning that is made available to a limited number of qualifying member agents.  The Nautilus Group®, a service of New York Life Insurance Company, is located in Dallas, TX, and is staffed by experienced professionals with credentials in law, taxation, accounting, insurance, finance and philanthropy.  Utilizing information provided by the members’ clients, they provide strategies for consideration by the clients’ own legal and tax advisors.