Effective financial strategies can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.
Nautilus Plus is a highly selective, elite group of skilled professionals that is limited to approximately the top 30 members of The Nautilus Group®, those who are among the most accomplished in the industry. Membership is by invitation only, and Mark Kline is proud to be a current member. Nautilus Plus members have exclusive and unmatched access to a team of experienced Nautilus Group professionals who provide value added, client-focused services, consultation, and support to the members as they serve their clients. They work in tandem with the dedicated Nautilus Plus staff to provide informed choices and innovative solutions.
Mark Kline 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, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 10/15/20.)
