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Crown Presentation Draft

Transcript: NYLim Estate & Bus Planning Executive Benefits New York Life, America's largest mutual life insurance company by landslide. Provides insurance, investment, and retirement solutions along with expert guidance to help you achieve lifelong financial well-being. For all of life's milestones, we're here for you, your family, and your business. The Nautilus Group IDEAL CLIENTS: Eagle Strategies CFP® - Certified Financial Planner Practitioner Investment Adviser Representative, Eagle Strategies LLC Member Agent, The Nautilus Group Series 7, 66, 6, 63, Group 1 Licensed Risk Management El Paso Team A Registered Investment Adviser A wholly-owned subsidiary of New York Life, one of the world’s largest mutual insurers with more than 170 years in the industry Over 80 investment professionals who can act as an extension of our Financial Advisors’ team Comprehensive investment advisory and financial planning capabilities Offers an array of innovative solutions More than $7.4 billion in assets under management, as of December 31, 2016 Headquartered in New York City New York Life Investments, an indirect, wholly owned subsidiary of New York Life Insurance Company, is a premier investment management firm serving a variety of sectors—retail, institutional, bundled defined contribution and defined benefit, and guaranteed products. New York Life Investments is the 26th largest asset management firm in the U.S., ahead of other firms lke; MetLife, Wells Fargo, Old Mutual, Citi Bank, etc... The firm povides investment management expertise to a prestigious roster of Fortune® 500 companies. New York Life The Nautilus Group® is an exclusive membership based resource accessible to an elite group of approximately 200 experienced insurance and financial industry leaders who are firmly committed to a team planning concept. Nautilus Members work with affluent, high net worth and business owner clients, professional athletes, professional entertainers, farmers and ranchers, physicians, corporate executives and retired executives. Tax Diversification Strategies Retirement Education Funding Estate Planning Business Planning Charitable Planning Investment Management Resources AREAS OF EXPERTISE: Physicians Business Owners Independent Professionals

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