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Mission Statement

  Our mission is to provide outstanding professional service

to our clients, assisting them in accumulating, protecting and

maximizing their assets through insurance and financial products,

and to provide exceptional guidance

in securing appropriate health care coverage for

individuals and groups.

   

Don Eng, CLTC

2009 & 2010

Eastern WA New York Life Agent of the Year

2009 & 2010

Eastern WA Life Insurance Leader

Life & Qualifying Member of the Million Dollar Round Table*

Nautilus Member Agent**    

         

 

 

 

 

 

 

 

 

 

 

       

                   

 

 

 

Family Protection

Estate and Legacy Planning

Business Succession and Exit Planning

Executive Benefits

Philanthropy 

 

The Nautilus Group is made up of professionals with backgrounds as attorneys in estate and tax planning law, as well as CPA's and other disciplines.  "The Nautilus Group is a nationwide initiative formed to assist the clients of highly select group of New York Life's nationally renown insurance agents.  The Nautilus Group works with members' upscale clients who have complex needs, requiring state-of-the-art estate planning strategies and individually customized analyses.  The Nautilus Group brings more to the table: services and solutions that go beyond those offered by other estate planning organizations."

Nautilus Group Advanced Planning Video

 

One-On-One Case Design

To start, your Nautilus member (Don) will engage in an open dialogue that focuses on  your goals, challenges, opportunities, and, of course, your dreams.

Only after achieving a better understanding of your particular issues, The Nautilus Group staff and our members may begin to:

 

EXAMINE LEGAL DOCUMENTS

 

PRESENT AND PROJECT YOUR CURRENT SITUTATION

 

QUANTIFY PLANNING ALTERNATIVES

 

SUGGEST ALTERNATIVE STRATEGIES THAT MAY GET YOU CLOSER TO YOUR GOALS

 

RESEARCH AND ASSESS CURRENT LEGAL ISSUES

 

PROVIDE PRODUCT SUGGESTIONS AS NEEDED

Don Eng is an agent licensed to sell insurance through New York Life insurance company and may be licensed with various other unaffiliated insurance companies in the states of Washington and Oregon.  No insurance business may be conducted outside the specific states referenced.

 Don Eng is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency.  In this regard, this communication is strictly intended for individuals residing in the states of Washington and Oregon.  No offers may be made or accepted from any resident outside the specific states referenced.

             Eng Insurance & Financial Services is not owned or operated by NYLIFE Securities LLC, or its affiliates.

*MDRT is recognized as the standard of excellence in life insurance sales performance.

**The Nautilus Group is a service of New York Life Insurance Company.  The Nautilus Group as well as its member agents and affilliates do not offer tax, legal or accounting advice.

Don Eng is licensed to offer mutual funds and variable products.  Market watch is provided for

informational purposes and is not considered an offering of securities.

 
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