 Michael
P. Daly is the owner and founder of the Estate Planning Institute,
which is not a formal educational institution of learning. Michael
has a Master of Science degree in Financial Services from the
American College and also holds the professional designations of
Chartered Financial Consultant, Chartered Life Underwriter, and
Fellow of Life Management Institute. He did his undergraduate work
at the University of Cincinnati. Prior to founding the Estate
Planning Institute, Michael owned a software company specializing in
estate planning and financial planning software. He has spent over a
decade advising closely held business owners and families with
substantial estates.
Michael P. Daly is a member of The Nautilus Group¹, which
consists of over thirty staff members, including professionals with
credentials in accounting, law, insurance, and finance, who create
plan options to be evaluated by Michael P. Daly's clients and their
corporate and personal advisors.
¹The Nautilus Group, a service of
New York Life, maintains a national resource center in Dallas,
Texas, for the exclusive use of their 200 members nationwide.
Michael Daly is also a member of Nautilus Plus, a prestigious entity
within the national group, with membership limited to 25 agents.
Neither the staff nor the members of The Nautilus Group may offer
legal, tax or accounting advice. Their role is to educate and
motivate clients and their advisors in addressing critical planning
issues.
* This is not a formal
educational institution of learning. |
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