At The Nautilus Group, we are dedicated to providing our members with comprehensive solutions for estate, business, charitable, insurance, and retirement planning. Our team of experienced professionals is committed to delivering tailored strategies that help our clients achieve their financial goals and secure their legacy.
Our Professional Staff
Our team of professionals consists of experienced insurance and financial industry leaders who are committed to a team planning concept. We have an elite group of approximately 200 members who work with high net worth and business owner clients, professional athletes, entertainers, farmers and ranchers, physicians, corporate executives, and retired executives.
Our Advantage
Our advantage lies in our commitment to team planning and our ability to provide sophisticated solutions for our clients. We work hand in hand with our members to present estate, business, charitable, insurance, and retirement strategies to their clients and their clients' advisors. Our one-on-one case design process is tailored to the unique requirements of each client, ensuring a better understanding of their complex needs and goals.
Educational Resources
We offer a wide range of educational resources, including articles, blog posts, videos, and instructional guides, to help our members stay up-to-date on the latest trends and best practices in estate, business, charitable, insurance, and retirement planning.
Nautilus Blog
Our blog is a valuable resource for our members and advisors, providing insights and expertise on various planning strategies and solutions. Our blog covers topics such as life insurance, estate planning, asset protection, business valuation, succession planning, social security retirement planning, and more.
Video Library
Our video library features instructional videos and explainer videos that demonstrate various planning strategies and solutions. These videos provide a visual representation of complex planning concepts, making it easier for our members and their clients to understand the benefits of our services.
Guideposts
Our guideposts provide strategic planning tools and resources that help our members navigate complex planning decisions. From succession planning to estate planning, our guideposts offer expert guidance and valuable insights to our members.
Locate Nautilus Member
Our membership directory allows you to locate a Nautilus member in your area and connect with them for personalized planning advice and guidance.
General Experience
The reviewer had a negative experience with the phone system and customer service.
Confusing Phone System
The reviewer found the phone system to be confusing, which led to difficulties in getting in touch with the right person.
Difficulty with Verification
The reviewer was unable to verify coverage, which suggests that the phone system and customer service did not provide adequate support for this process.
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