Walter G. Casagrande Jr

Office: 212-433-1167

875 3rd Ave Fl 23
New York, NY 10022-7250

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2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

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One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

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Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

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The service that I provide for my clients is to help make sense of the options that exist in today's complex marketplace.  I aid my clients by educating them on what their options are regarding insurance, investments, and estate solutions so that when the time comes to make a decision they can feel confident about the solutions they have implemented.

My Mission

  • Identify and prioritize financial objectives
  • Analyze financial standings
  • Manage risk with insurance products such as life, disability income, and long-term care insurance 
  • Develop investment solutions while considering risk tolerance, tax status, and short/long term objectives 
  • Consider savings alternatives
  • Analyze the estate and to provide estate tax solutions  Financial Representatives do not give legal or tax advice. Taxpayers should seek advice based on their particular circumstances from an independent tax advisor.  
  • Monitor and perform periodic reviews with subsequent client consultations to determine if the current solutions are still adequate based on future goals.