Our Relationships


Through Ben’s membership with the Nautilus Group®, a service of New York Life, he works hand-in-hand with the in-house team of specialists in tax, law, life insurance, accounting and charitable giving. Nautilus Group® membership is limited exclusively to the company's agents. His planning process allows our local team to get to know you and your dreams for family, business and community legacy. Then, Ben works with our professional team of over 30 support staff based in Dallas, Texas, and your local advisors to design a customized plan that meets your objectives.

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The Nautilus Group® does not provide tax, legal, or accounting advice.

 

Through Eagle Strategies, Ben provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.

Learn More About Eagle Strategies, LLC

 

Ash Brokerage is a privately-owned family-operated insurance brokerage general agency. Ash provides Ben with a multitude of products and support for life insurance, long-term care, disability income, and annuities. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

 

New York Life is an Executive Partner of the Medical Group Management Association (MGMA), the largest association for medical practice executives in the United States. Through executive benefits and other offerings, New York Life helps medical practices succeed and better recruit and retain physicians, non physician providers, and medical practice administrators and executives.

 

Ben 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, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is the largest mutual individual life insurance company in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 7/1/15)

Based on revenue as reported by "Fortune 500, Ranked within Industries: Insurance: Life, Health (Mutual)." Fortune Magazine, 6/15/2015. See the ranking here.


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