The

of our Client Relationships

Clients should expect members to share ownership of their problems, to listen mindfully and sensitively, and to foster team decision-making.

The Measure of our

Members must demonstrate their commitment to stay at the forefront of professional education, and to freely share ideas with professional advisors for the benefit of all clients.

The Recognition of our

Members must resolve to propose solutions with creativity, to execute plans with accountability, and to administer results comprehensively.

Membership in The Nautilus Group is strictly limited. All members are dedicated to working closely with other professionals to help their clients realize their financial objectives. If you have business or personal assets that bring your estate value to $2 million or more, you may want to look up one of our member agents in your state.

This is our understanding of the generally applicable rules. It is not intended to be an exhaustive analysis of the subject matter. Neither New York Life, its agents nor its employees may give legal, tax or accounting advice. Our role is to educate and motivate clients and their advisors in addressing critical planning issues.

We recommend everyone seek and rely upon the advice of his or her own professional advisors.