Strategic Alliances

As a Member Agent of The Nautilus Group^®, a service of New York Life Insurance Company, Ina C. Patel, LUTCF^®, CLTC^® works hand-in-hand with Nautilus specialists experienced in taxes, estate 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.

Ina C. Patel, LUTCF^®, CLTC^® and her 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, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 1/6/2021.)

NYL Investments is a service of New York Life Insurance Company. They provide a multi-layered structure of asset managers with a highly specialized focus on investment management, processes and philosophies. Being a service of NYL Insurance Company allows NYL Investments to have a unique advantage and therefore allows Ina C. Patel, LUTCF^®, CLTC^® to offer the best investment knowledge to their clients.