Our Planning Resource

The Nautilus Group® is an exclusive membership based resource accessible to an elite group of approximately 200 experienced insurance and financial industry leaders who are firmly committed to a team planning concept. Nautilus Members work with affluent, high net worth and business owner clients, professional athletes, professional entertainers, farmers and ranchers, physicians, corporate executives and retired executives.

Nautilus provides a range of consultative services and technical case design to support its Members in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients’ advisors in these key areas:

  • Family Protection
  • Estate and Legacy Planning
  • Business Succession and Exit Planning
  • Executive Benefits
  • Philanthropy

Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients’ sophisticated planning objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual. The Nautilus team is dedicated to smart thinking, sound analysis, and experienced financial insight.

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October 17, 2019 @ 11:04 AM

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