The Advanced Planning Library 

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

A user ID and password are required to access the site. Access is free but is only available through a Northwestern Mutual representative.

If you already have a user ID and password, login to The Advanced Planning Library.

The Advanced Planning Library was designed for use by:

  • Attorneys
  • CPAs
  • Trust officers
  • Law school professors
  • Business school professors
  • Actuarial consultants
  • Planned giving-charitable organizations
  • Retirement plan consultants

This Website contains materials covering topics such as:

  • Estate Planning
  • Business Planning
  • Charitable Giving Planning
  • Retirement Planning
  • Insurance Planning

The material is produced by both attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.

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"Northwestern Mutual” is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee WI (life insurance, disability insurance, and annuities) and its subsidiaries and affiliates. Long-term care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of The Northwestern Mutual Life Insurance Company. Securities and investment advisory programs are offered through Northwestern Mutual Investment Services, LLC (NMIS), a wholly-owned company of The Northwestern Mutual Life Insurance Company and a dually registered broker-dealer and investment adviser, member FINRA and SIPC. Investment advisory programs and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a wholly-owned company of The Northwestern Mutual Life Insurance Company and limited purpose federal savings bank. Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and representatives of such entities. Each Financial Representative represents one or more, but not necessarily all of the entities shown. The Northwestern Mutual Life Insurance Company is neither a registered investment adviser nor a registered broker-dealer.

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