Professional Affiliations and Resources

The Nautilus Group – The Nautilus Group is service of New York Life Insurance Company and is a national resource center of more than 30 staff and professionals in accounting, law, insurance, and finance who create customized solutions to be evaluated by its members, their clients, and their legal and tax advisors. The Nautilus Group's role is to educate and motivate clients and their advisors in addressing critical planning issues. It is for the exclusive use of 220 members worldwide, of which Katherine H. Huebert is a member agent.

Neither the staff nor the members of The Nautilus Group may offer legal, tax or accounting advice. 

NYLIFE Securities LLC – NYLIFE Securities is a registered broker-dealer and member of FINRA and SIPC. Through NYLIFE Securities brokerage accounts, clients are able to access more than 10,000 mutual funds and other financial instruments. NYLIFE Securities is a wholly owned subsidiary of New York Life Insurance Company, a Fortune 100 company and one of the largest insurance companies in the world.

Eagle Strategies LLC – Eagle Strategies LLC is a Registered Investment Adviser and an indirect wholly owned subsidiary of New York Life dedicated to providing clients with valuable financial planning and investment advisory services for approved Eagle Stragies advisers. In addition to financial planning and financial planning seminars, an Eagle Strategies Financial Adviser offers clients Asset Allocation, Fee-based Mutual Fund Wrap Accounts, and Fee-based Professional Money Management Services.


The American College – The American College is an educational institution dedicated to raising and strengthening the level of professionalism of its students and knowledge regularly renewed and ethically applied. The American College is located in Bryn Mawr, Pennsylvania. It is accredited by the Commission of Higher Education of the Middle States Association of Colleges and Schools. The Richard D. Irwin Graduate School of The American College administers the curriculum leading to the College's Master of Science in Financial Services (MSFS) degree. This curriculum is designed for financial services professionals whose goal is to maintain the highest level of technical knowledge and practical application in serving their clients.


NAIFA: National Association of Insurance and Financial Advisors – NAIFA is the national professional organization of insurance and financial advisors. It is a 110 year-old non-profit association representing the business interests of its membership. As an advocate for both its members and consumers, NAIFA plays a vital role in encouraging legislation to protect policyholders and maintain a healthy and well-regulated insurance marketplace.


MDRT: Million Dollar Round Table – MDRT is the premier association for the world's best professionals in the life insurance-based/financial services business. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. MDRT members are accomplished, ethical professionals considered to be among the best in the world.


NYLEX Benefits – NYL Executive Benefits LLC (NYLEX Benefits), a subsidiary of and the executive benefits cosulting arm of New York Life Insurance Company, the largest mutual life insurance company in the U.S.