The Nautilus Group® is an exclusive resource accessible to Member Agents
working with affluent, high net worth and business owner clients. Nautilus provides a
range of consultative services and technical case design to support its Member Agents
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,
and Philanthropy.
Since every client has unique requirements, The Nautilus Group® staff and
its Member Agents employ an individualized case development strategy, working on a
team basis with the clients' professional advisors.
Member Agents of The Nautilus Group®, through their expertise and
commitment to this team approach, can provide resources, services and solutions that
help their clients work with their own professional advisors to attain clarity on
their financial situation and also help achieve their business and estate planning
objectives.
This consultative process fosters an understanding between the client, the Nautilus
Member Agent, and the client's circle of advisors. 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' complex
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 Group® is located in Dallas, TX and is staffed by an elite
team of professionals experienced in law, taxation, accounting, business, insurance,
finance and philanthropic planning. This team provides dedicated support for Nautilus
Member Agents, an elite group of experienced insurance and financial industry leaders,
firmly committed to a team planning concept.
