The Nautilus Group

What The Nautilus Group does

The Nautilus Group is an exclusive, membership-based advisory service that provides consultative case design and technical planning support for estate, business, charitable, insurance, and retirement strategies. Membership is capped at approximately 200 experienced insurance and financial industry leaders, all of whom must be New York Life Insurance Company agents. The organization operates as a service entity of New York Life, drawing on the parent's 180+ year heritage and brand strength to support sophisticated planning engagements for affluent and high net worth individuals, business owners, physicians and corporate executives, professional athletes and entertainers, and farmers and ranchers.

The core delivery mechanism is a one-on-one, customized case design process in which Nautilus staff work directly with member agents and their clients' existing advisors, including attorneys, accountants, and trust officers. The platform is supported by a content ecosystem spanning the Nautilus Navigator newsletter, the Nautilus blog, a video library featuring Life Stories and Animated Explainer series, and Concepts and Strategies guides, alongside tools such as the Nautilus Marketability Assessment Tool for business owners. Product offerings extend across family protection, estate and legacy planning, business succession and exit planning, executive benefits, philanthropy, and structured instruments such as Irrevocable Life Insurance Trusts and Supplemental Life Insurance Retirement Plans.

From a business-model standpoint, The Nautilus Group does not transact directly with end-clients and does not publicly disclose pricing. It functions as an internal capability and member-service function within the New York Life captive distribution system, with go-to-market executed exclusively through its ~200 member agents. There is no independent revenue disclosure, no external funding, and no public headcount expansion, consistent with its role as a strategic service line rather than an independently capitalized enterprise.

Name

The Nautilus Group

Legal name

The Nautilus Group®

Website

https://thenautilusgroup.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

1–10 employees

Short description

The Nautilus Group is an exclusive membership-based service of New York Life that provides consultative case design for estate, business, charitable, insurance, and retirement planning, serving approximately 200 elite New York Life agents and their affluent, high net worth clients across the United States.

Ownership category

akta.pro rank

Product category

Insurance and Financial Planning Advisory Services

NAICS

All Other Support Services (561990)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Estate planning services
• Insurance consulting
• Retirement planning
• Business succession planning
• Wealth management advisory

Headquarters

HQ city

Addison

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Membership Services: The Nautilus Group operates as an exclusive membership-based resource providing consultative services and technical case design to support member agents in presenting planning strategies to their clients. Services include estate, business, charitable, insurance and retirement planning strategies.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

The Nautilus Group is an exclusive membership-based resource accessible to approximately 200 experienced insurance and financial industry leaders who are committed to a team planning concept. It provides consultative services and technical case design to support its members in presenting estate, business, charitable, insurance, and retirement strategies to affluent, high net worth clients. Member agents work hand in hand with the Nautilus staff, along with clients' attorneys, accountants, and trust officers, to deliver one-on-one customized case analyses.

Product overview

The Nautilus Group is a service of New York Life Insurance Company offering an exclusive membership-based platform for approximately 200 elite insurance and financial professionals. The core offering consists of consultative services and technical case design supporting five key service areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy Planning. The group provides supplementary tools including the Nautilus Marketability Assessment Tool for business valuation, SLIRP (Supplemental Life Insurance Retirement Plans) for retirement income, and buy-sell agreement services for business owners. Educational resources include the Nautilus Navigator newsletter, Life Stories Video Series, and Animated Explainer Video Series. Members work collaboratively with clients' existing advisors (attorneys, accountants, trust officers) to deliver customized planning strategies.

Differentiator

Problem solved

Functional benefit

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• New York Life Insurance CompanycoreOthersThe Nautilus Group is a service of New York Life Insurance Company, providing exclusive membership-based resources to approximately 200 elite New York Life agents. The partnership leverages New York Life's 180+ year heritage and financial strength while providing specialized planning services to affluent clients.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Ash Brokerage: Ash Brokerage is a life insurance brokerage that supports financial advisors serving HNW clients with advanced life insurance, estate planning, and business succession case design, directly comparable to the case design and technical planning services Nautilus provides to its member agents.
• CreativeOne: CreativeOne is a membership-based group of insurance and financial professionals that provides practice-building resources, case design, and product access, analogous to Nautilus's exclusive member-agent model serving elite producers within New York Life.
• Crump Life Insurance Services: Crump is a wholesale life insurance distributor serving independent advisors with advanced case design, underwriting, and product access for high-net-worth life insurance cases, closely paralleling Nautilus's member-agent support model.
• Insurance Designers of America: Insurance Designers of America is a national insurance marketing organization serving independent agents with advanced markets cases, comparable to Nautilus's role in supporting elite agents with sophisticated life insurance and estate planning case design.
• M Financial Group: M Financial Group is an exclusive membership network of independent financial institutions and advisors serving HNW and ultra-HNW clients, very similar to Nautilus's model of providing case design and product access to elite member producers for complex life insurance and estate planning cases.
• Highland Capital Brokerage: Highland Capital Brokerage is a wholesale life insurance distributor that helps financial advisors and agents place complex life insurance cases for affluent and business-owner clients, sharing Nautilus's focus on sophisticated HNW life insurance planning.

Broad incumbents

• National Financial Partners (NFP): NFP is a large, diversified insurance brokerage and advisory firm serving corporate and personal lines; while broader than Nautilus, it competes for the same HNW estate, business succession, and executive benefits planning engagements.
• Transamerica Financial Advisors: Transamerica Financial Advisors is the captive advisor channel of Transamerica offering life insurance, retirement, and investment planning to individuals and business owners, overlapping with Nautilus's HNW retirement and estate planning focus.
• Equitable Advisors: Equitable Advisors is the career advisor channel of Equitable Holdings offering wealth management, retirement, and life insurance planning to HNW clients, a broad incumbent in the same insurance-integrated wealth advisory space as Nautilus.

Emerging players

• Partners Advantage: Partners Advantage is an insurance FMO and agent support organization providing products, marketing, and back-office resources to independent producers, with overlapping membership-style support for agents handling HNW cases.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubevimeo.com/user22991397

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Nautilus Group