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.
