Get Involved in Our Volunteer InitiativeWatch how Northwestern Mutual employees and financial representatives are “leaving a legacy” by volunteering nationwide. Tell us how you’re giving back on our Facebook page. |
Going Green NMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations.
Enroll Now |
New Interactive 2009 Annual Report Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.
Our interactive report features clients talking about why they felt secure in an unstable economy.
View Interactive Annual Report |
Northwestern Mutual and Forbes launch the new Fact & Comment page Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.
Go to Fact & Comment page |
Northwestern Mutual Named a Best Internship for 2009Bloomberg BusinessWeek’s list of the Best Internships ranks Northwestern Mutual’s financial representative internship program 1st in the insurance industry and 23rd overall. Click here to read more |
Dividend AnnouncementNorthwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.
Click here to read more |
Lessons from the U.S. OpenIt takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board.
View Scorecard |
Managing Your Money In A DownturnNorthwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the
article (PDF). |
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.
|
