Research Materials

As the world evolves, your financial challenges evolve also. To help you reach your financial goals, you need to see more, know more and do more. Below is a series of informational videos that may be beneficial to your particular needs, both for today and tomorrow.

The Nautilus Group®, which is a service of New York Life Insurance Company, is a resource for estate conservation and business succession planning that is made available to a limited number of agents.

Nautilus Member Agents are a carefully selected group of industry professionals who work with affluent families and business owners on estate, business and charitable planning objectives. Membership is limited approximately 200 individuals across the nation. Working hand in hand with the in-house team of staff professionals at The Nautilus Group®, member agents can provide their clients with state-of-the-art planning strategies and customized case analyses designed to meet their goals.


  • Dealing with Divorce

    Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

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