Effective financial strategies often require a team of experts working together to serve your best interests. In such situations, we act as 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 Steven Taub 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. Nautilus Plus members work in tandem with the dedicated Nautilus Plus staff to provide informed choices and innovative solutions for their clients.
Steven Taub 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, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 500 compay and one of the largest mutual life insurance companies in the United States.
Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.
