The Nautilus Group

As a member agent, I am proud to offer my clients the amazing services of The Nautilus Group. This enables me to extend a high caliber of planning techiques and expertise available in the industry. With this team of advisors we do not seek to replace relationships you currently have with your attorneys and accountants. Rather, this enables you to "expand the team" to a higher level of efficiency.

The Nautilus Group is a service of New York Life, maintaining a national resource center in Dallas, Texas, for the exclusive use of its 226 members nationwide. With more than 40 staff members, their professionals in accounting, law, insurance and finance create plan options to be evaluated by their member agents, their clients, and their clients' legal & tax advisors.

Our work revolves around three objectives common to estate conservation and business succession...

  • GROWTH, to help maximize the value of your assets
     
  • SECURITY, to manage risk
     
  • CONTINUITY, to pass on the results of your life's work

(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.)

To deliver the SERVICES you need, each member agent of The Nautilus Group is assisted by a dedicated team of professionals based in Dallas, Texas. Delivering in-depth strategic support, this consulting team has professionals with credentials in law, accounting, taxation and insurance.

Based on extensive fact finding and legal and financial analysis, The Nautilus Group and its member agents will craft a proposal of alternatives for you and your advisors' consideration. This personalized analysis will outline a variety of techniques available to help you accomplish your unique objectives.

These flexible strategies are designed to assist you in opening discussions with your own team of financial, legal and tax advisors. Please understand, however, that The Nautilus Group, its member agents or employees may not give legal or tax advice.

The Nautilus Group draws on many areas of expertise, but it is focused on providing you, your member agent and your advisors with support in four key areas:

Estate Conservation

  • Estate taxes can erode a significant portion of your estate. You'll want to have an estate conservation plan in place to ensure that those you love receive what they're entitled to. The Nautilus Group staff and your member agent will work with you and your professional advisors to analyze your situation, help determine the impact of federal and state taxes, and then suggest strategies which will help you meet your goals.


Business Continuity

  • It's likely your business is your most valuable asset. You'll want to have a plan in place to protect that business and ensure its existence long into the future. Working with your professional advisors, we can suggest a variety of innovative solutions. For example, funded Buy-Sell agreements can take into account the possibilities of death, disability or conflict. They may also address your desires for retirement and offer unique benefits to both your business and your heirs.

Executive Benefit Plans

  • People who contribute to your bottom line are invaluable. But, retaining these indispensable people and attracting other high caliber individuals requires a strategy. Executive Bonus Plans, Group Carve Out, and Key Person Insurance are just some of the ideas that can be explored. Working with your own professional advisors, The Nautilus Group's member agents can help devise an enhanced benefits package, selective insurance plans, or supplemental retirement benefits for your key people.

Special Concerns

  • Individual concerns, whether they are about retirement, charitable giving, or providing for the needs of family members and others you care about the most, are key issues for most people. The Nautilus Group can help you focus on areas such as survivor needs, retirement funding, or the benefits of a charitable giving program. We will illustrate various ideas, demonstrate their possible tax impact, and explain how they can help accomplish your objectives.