Nautilus Member Agent Bill Lyon shares the story of his client, Noelle, a free spirit who would rather spend her time helping others than think about herself.
Watch Bill’s story (3:01) to see how this remarkable woman reacted to the news that she would not watch her daughters get married after all.
As a teenager, Nautilus Member Braden Draggoo was at the top of his game athletically. He and his brother felt like they had the perfect childhood, helping his dad remodel rental homes from the 1920s and connecting as a family over shared dinners.
Then one day, as his father was driving, an oncoming motorist crossed the center line and changed everything for Braden’s family.
Watch this video (3:50) to hear the story of a father’s love and to learn how Braden’s experiences as a young adult uniquely impacted his understanding of what happens if mom or dad isn’t there one day to put bread on the table.
Mike was a good friend of Nautilus Member Agent Carrie Hall. Right after college, Mike contracted non-Hodgkin’s lymphoma, which later went into remission. Since Mike was in the financial services industry himself, Carrie assumed that he would purchase life insurance of his own accord.
Spend a few minutes (3:35) to see the emotional impact of that assumption and why this experience has not only forever changed Carrie’s view of the importance of life insurance, but also is why she believes in relentlessly pursuing the issue of proper coverage for her clients.
Nautilus Member Agent Gib Surles began his career in the life insurance industry at 24 years of age. The very first death claim he delivered was a life insurance policy on his father’s life, payable to his mother.
That personal experience of witnessing the magic of financial security from a life insurance instrument affected him throughout his entire career. He knows there is nothing more humbling than being able to walk in the door after a tragic situation with money for the heirs.
Watch this video (3:25) to hear Gib describe that experience and see why Gib considers his career in the life insurance industry his nobility of purpose.
Nautilus Member Agent Jerry Coats recounts working with a third-generation farmer named Bill, whose son, Larry, wanted to raise cattle rather than crops.
Larry found just the right bull and happily flew off to buy him with three years’ worth of expected farm revenue in his pocket, a huge investment in his dream of expanding the family business.
Watch Jerry’s video (2:59) to see how this story proves that while dreams can be risky, smart business owners—with the help of their trusted financial professionals—can mitigate that risk and chase their dreams in a responsible way.
Clients Heather and Corey had a young family, including twin boys. Due to a tight budget, they weren’t interested in purchasing additional life insurance on Corey’s life, but knowing that he was the family’s sole breadwinner, New York Life agent Nathan Engstrom continued to pursue the issue.
Watch this video (4:12) to hear the story of a loving husband who, for financial reasons, wanted to reduce the face amount of the coverage he had in force.
Year after year, Nautilus Member Agent Tim FitzGerald tried to get his client, John, covered by life insurance, but John kept putting off writing the check, instead sending Tim to his attorneys so he could get the coverage as part of his compensation package.
When Tim finally told John, this is not going to go through your business, John then made Tim go talk to John’s wife to get her to agree!
Watch this video (3:11) to see what impact this client’s stubbornness had, what impact Tim’s persistence had, and why this story, says Tim, “validates everything I do for a living.”
According to Nautilus Member Agent Tim FitzGerald, “You have to love somebody to purchase life insurance.” Tim’s client, Curtis, was a 48-year-old electrical contractor. His client’s wife, Cheryl, was a CPA, and she did not like life insurance.
Watch this video (4:00) to see what happened when Tim and Curtis met to discuss life insurance and financial security and see how those conversations and the decisions that were made at those meetings impacted Cheryl’s life and the lives of her children forever.
Growing up on a farm in a place called Paradise Hill sounds like heaven for anyone, but at six years old, Nautilus Member Agent Tyson Vines watched as his family’s dairy business was sold off, piece by piece, just days after losing his grandfather.
Years later, Tyson got a call from his father that made him wonder if history was going to repeat itself. Watch Tyson’s story (2:55) to learn how his father created a new legacy for the Vines family.
Bob and Al are co-owners of Boballoons. Their story illustrates the importance of having a buysell agreement in place when the unexpected happens.
Deena and Dave love their local dinosaur museum and donate to it every year. But when it came time to figure out the best tax strategies for charitable giving, they thought it would be as confusing as spelling brachiosaurus. Watch this video to learn about the three places your money can go when you pass away - your family, the government, or to your favorite charities.
There are three types of income buckets - taxable, tax deferred, and tax free. What’s in your bucket?
Meet three families who made different decisions when buying life insurance. What were the different outcomes when the family breadwinner passed away?
How do employers retain top talent? Watch this video to learn more about a key employee retention strategy.
When David was injured in a car accident as a kid, his family was there to support him, but as his parents and grandparents aged, that support system got smaller.Thankfully, his family had a special needs trust created.
Scott learns how a Supplemental Life Insurance Retirement Plan or SLIRP would allow him to get money when he wants to, or needs to, without hassle.
Mario and Maria both own successful businesses and have decisions to make when it comes to determining the value and marketability of their businesses as they consider an exit.