meet hillary

The Nautilus Group^® is an exclusive resource accessible to Agents of New York Life that are Member Agents of Nautilus and who work 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 experienced professionals with disciplines 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.

The Nautilus Group^® is a service of New York Life Insurance Company. Neither The Nautilus Group^®, its member agents, nor its staff provide tax, legal or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.

about eagle strategies

Eagle Strategies LLC (“Eagle”) is a Registered Investment Adviser and a wholly-owned subsidiary of New York Life Insurance Company. Eagle is dedicated to providing comprehensive solutions to help secure the future you desire. Eagle offers robust, high-quality investment advisory programs, ensuring Advisors have the necessary tools to design tailored solutions - solutions centered around your individual goals, time horizon, and risk tolerance.

leading asset managers

Eagle provides access to leading asset managers through its investment advisory programs. It partners with non-proprietary asset managers who can stand up to its Investment Research and Due Diligence team’s rigorous requirements. Before an asset manager is added to Eagle’s platform, it is thoroughly vetted and continuously monitored to ensure it meets Eagle’s stringent investment criteria. Additionally, its roster of asset managers is continually evaluated to ensure it offers the breadth and depth of solutions necessary to help you meet your financial goals.

expert support

Eagle strongly believes in expertise and specialization. It provides extensive support to its advisors through its accomplished and accredited teams. They help provide well-considered financial guidance and solutions to meet your evolving needs.