Key Resources

The Nautilus Group®

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Gib Surles works hand-in-hand with Nautilus specialists experienced in taxes, law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.


 

New York Life

Gib Surles 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 Third Party Rating Report as of 6/4/2014)

Our firm works with New York Life Retirement Plan Services to help us offer our clients compelling executive benefit plans, driving value for executives, organizations, and shareholders. Our access to New York Life Retirement Plan Services allows us to work with a team of professionals who bring over 40 years of retirement planning, actuarial, and plan design experience to help our clients win the executive talent war – while controlling the bottom line.

Based on revenue as reported by "Fortune 500, Ranked within Industries: Insurance: Life, Health (Mutual)." Fortune Magazine, 6/4/2014. See the ranking here.