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Terry G. Fenwick, CLU The Nautilus Group

Terry G. Fenwick,CLU,ChFC
The Nautilus Group
Member Agent

 

The Nautilus Group® is a resource for estate conservation and business succession planning. The Nautilus Group® is staffed by professionals with credentials in law, taxation, accounting, insurance, finance and philanthropy.

     


The Nautilus Group® provides a range of consultative services and technical case design to support its Member Agents in presenting complex 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
  • Philanthropy
 
     

 Benefits to Clients

 
Member Agents of The Nautilus Group® through their expertise and commitment to a team approach, can provide resources, services and solutions that help their clients work with their own professional advisors to not only attain clarity on their financial situation but also to help achieve their business and estate planning objectives.
 


  

 “There is a cost attached to planning, but there is also a cost for failing to plan. The question is which price will you pay…and which generation will pay it?”

 


Terry G. Fenwick, CLU, ChFC is licensed to sell insurance through New York Life and is licensed with various other independent unaffiliated insurance companies in CO, FL, GA, IN, KY, NC, OH, SC, TN, TX and VA. 
Terry G. Fenwick, CLU, ChFC is a Registered Representative(s) of and offers securities products & services through NYLIFE Securities, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of KY and IN where Terry G. Fenwick is securities licensed. Terry G. Fenwick, CLU, ChFC is not owned or operated by NYLIFE Securities or its affiliates. The Nautilus Group is a Service of New York Life Insurance Company.Terry G. Fenwick, CLU, ChFC is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state(s) of KY and IN. As such, these services are strictly intended for individuals residing in the specific state(s) referenced.
 
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