Strategic Resources

The Nautilus Group®

The Nautilus Group® is a unique organization that provides dedicated support in business and estate planning for a carefully selected group of financial professionals who work with high net worth families and business owners on estate, business and charitable planning objectives.

As a Member Agent of The Nautilus Group®, Bob has exclusive access to an experienced team of professionals with credentials in law, taxation, accounting, business, insurance, finance and philanthropic planning.

Learn more about The Nautilus Group®

* The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company, its agents, employees and affiliates do not provide tax legal or accounting advice.

Ash Brokerage

Over the past 40 years, Ash Brokerage Corporation has grown into one of the largest privately owned insurance brokerage agencies in the nation. We are proud to work with Ash Brokerage on certain life insurance, long term care, and disability insurance cases. Their utilization of an in-house medical director and a large team of underwriters allows them to quickly and effectively assess even the most complicated impaired risk cases.

New York Life

Bob Hall and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is the largest mutual individual life insurance company in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 7/1/15)

Based on revenue as reported by "Fortune 500, Ranked within Industries: Insurance: Life, Health (Mutual)." Fortune Magazine, 6/15/2015. See the ranking here.

CPI Companies

Our firm works with CPI Companies for life insurance brokerage to provide access to tailor-made financial strategies, services and products that our high net worth clients expect and deserve.

Calculators

Newsletters

  • Medicare Open Enrollment

    The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.

Subscribe to our Newsletter