News Room 

Eisenhart 
Joann (Jo) Eisenhart, Ph.D., senior vice president of human resources, offers her assessment on the state of women and leadership. This week, Northwestern Mutual is hosting the company's second multi-city event tour this fall for women, named Inspiring Leaders: The Power of You, featuring a panel discussion focused on instilling confidence and encouraging women to embrace their power to achieve their full potential - personally, professionally and financially. To schedule an interview with Ms. Eisenhart or another Northwestern Mutual spokesperson, call 800-323-7033 or email mediarelations@northwesternmutual.com.

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Latest installments in "Columns" campaign to incorporate live-action shots for first time
MILWAUKEE, Dec. 31, 2013 /PRNewswire/ -- Northwestern Mutual will debut new, financial planning themed advertising during the January 1 broadcast of the Rose Bowl Game on ABC. To view the multimedia... More


Survey honors continued commitment to diversity and inclusion efforts
MILWAUKEE, Dec. 26, 2013 /PRNewswire/ -- For the second year in a row, Northwestern Mutual scored 90 out of a possible 100 points in the recently announced 2014 Human Rights Campaign Foundation's... More


MILWAUKEE, DEC. 20— Knowing the disruption Northwestern Mutual clients in Iowa and Illinois are enduring as they may be displaced from their homes and businesses, the financial security company has... More


Northwestern Mutual Foundation gift to Children's Hospital of Wisconsin supports children, strengthens community
MILWAUKEE, Dec. 18, 2013 /PRNewswire/ -- Children's Hospital of Wisconsin announced today it has received a $2 million gift from the Northwestern Mutual Foundation to support children with cancer... More


Students gain valuable financial planning experience with real world scenario
MILWAUKEE – December 17, 2013 – Northwestern Mutual and Utah Valley University (UVU) today announced the winners of the”2013 Planning Makes a Difference” competition. The scholarship... More


Northwestern Mutual awards $275,000 in grants to nonprofits across the country
MILWAUKEE, Dec. 16, 2013 /PRNewswire/ -- Whether it's helping kids with cancer, founding an organization to research a rare disease or participating in local chapters of national organizations,... More


Milwaukee, November 21, 2013 – Northwestern Mutual today announced it has selected Veit, a specialty contracting and waste management firm with an office in the Milwaukee area, to serve as project... More


MILWAUKEE, Nov. 20, 2013 /PRNewswire/ -- Nearly 11.3 million people across the Philippines have been affected by Typhoon Haiyan. The storm has displaced more than 500,000 and the need for food,... More


MILWAUKEE, Nov. 12, 2013 /PRNewswire/ -- Northwestern Mutual's financial representative internship program has been recognized for the 18th consecutive year as one of the top ten programs nationwide... More


Webcast will educate participants on the importance of tax planning to save the most money
MILWAUKEE, Nov. 11, 2013 /PRNewswire/ -- With the end of 2013 in sight, it's time to start talking about taxes. But, do you know how to begin that conversation? Northwestern Mutual's new webcast,... More


As Longevity Increases So Does the Need to Plan For Care
MILWAUKEE, Nov. 5, 2013 /PRNewswire/ -- A new study released today by Northwestern Mutual looks at the significant personal and financial implications that long-term care (LTC) events have on caregivers... More


MILWAUKEE, Oct. 30, 2013 /PRNewswire/ -- Northwestern Mutual expects to distribute $5.2 billion to its millions of participating policyowners in 2014 as it pays industry-leading total dividends for... More


Researchers' promising projects, passion to find cures met with harsh reality of lack of funds
MILWAUKEE, Oct. 24, 2013 /PRNewswire/ -- More than two-thirds (68 percent) of childhood cancer researchers say a passion to find a cure for childhood cancer is the top reason why they chose to work... More


Company outpaces industry in Selling Power Magazine's 2013 career study
MILWAUKEE, Oct. 16, 2013 /PRNewswire/ -- Northwestern Mutual – a leading financial security company – ranks first in its industry and 11th overall among companies in Selling Power... More


Second year of philanthropic program to provide additional funds for researching life-saving treatments, travel expenses for families
MILWAUKEE, Oct. 15, 2013 /PRNewswire/ -- Every day, children and their families bravely battle childhood cancer, sometimes requiring travel far from home to receive treatment. This year alone, about... More


MILWAUKEE, October 7, 2013 – Northwestern Mutual ranks No. 1 on the Deloitte 2013 Wisconsin 75 – an annual list that recognizes the largest privately held companies in Wisconsin.  While... More


MILWAUKEE, Oct. 4, 2013 /PRNewswire/ -- Northwestern Mutual, Prudential Mortgage Capital Company, and TIAA-CREF announced today that each provided $283.3 million for a total of $850 million... More


Project to Provide Local Opportunities Through All Phases of Construction
Northwestern Mutual today announced that it has selected more than a dozen Milwaukee-area firms to help with a variety of roles related to the construction of its new 1.1 million-square-foot Northwestern... More


MILWAUKEE, Oct. 1, 2013 /PRNewswire/ -- Northwestern Mutual is announcing the promotion of Sarah E. Schott to head the compliance/best practices department at Northwestern Mutual. Effective today, Ms.... More


Signature structure, public spaces reflect growth of the company and confidence in the city
MILWAUKEE, Sept. 25, 2013 /PRNewswire/ -- Northwestern Mutual today unveiled the design of a 32-story office tower and common space that will reshape Milwaukee's skyline and serve as a beacon for the... More


MILWAUKEE, Sept. 17, 2013 /PRNewswire/ -- Today Northwestern Mutual introduces a new online resource, TheMintGrad.org, designed to empower college students and recent grads to carve a path towards financial... More


MILWAUKEE, WI, September 16, 2013 – Timothy G. Schaefer has been promoted to executive vice president – operations and technology of Northwestern Mutual and has joined the company’s management... More


Free Webcast is the Fourth in the "Planning for Success" Series
MILWAUKEE, Sept. 13, 2013 /PRNewswire/ -- Whether you're still planning for retirement or knocking on its door, there's one certainty: unlike previous generations, you are responsible for creating... More


Company focuses recruiting efforts on military veterans; provides resources and training
MILWAUKEE, Sept. 12, 2013 /PRNewswire/ -- Northwestern Mutual announced today a new recruiting effort targeted to veterans. It includes an increased presence at military veteran career fairs... More


Northwestern Mutual Fights Pediatric Cancer with NCAA® Championship Floor
MILWAUKEE, Sept. 10, 2013 /PRNewswire/ -- Starting this week, pieces of the NCAA Division I Men's Basketball National Championship Floor are on sale to the general public. Northwestern Mutual,... More


Company's Enterprise Venture Fund named to "20 Great Ideas to Steal in 2013"
  MILWAUKEE, Sept. 9, 2013 /PRNewswire/ -- Northwestern Mutual today announced that it has been named one of the top innovative users of technology  in the U.S., according to the 2013 InformationWeek... More


Sharing online video will provide the opportunity to fund 1,000 hours of research
MILWAUKEE, Sept. 4, 2013 /PRNewswire/ -- Today's superheroes don't drive a Batmobile or fly through the air faster than the speed of light. Their capes are white lab coats and their superpower is... More


MILWAUKEE, Sept. 3, 2013 /PRNewswire/ -- In the face of today's challenging economy, Americans are navigating the uncertain outlook for near-term growth, but they're also recognizing the importance of... More


MILWAUKEE, Aug. 26, 2013 /PRNewswire/ -- Northwestern Mutual has refinanced a $233 million tranche of a $460 million portfolio loan secured by 19 apartment communities located in four states... More


Tickets for the Northwestern Mutual World Challenge are now on sale at www.worldchallengegolf.com
THOUSAND OAKS, Calif., Aug. 14, 2013 /PRNewswire/ -- The Tiger Woods Foundation welcomes Northwestern Mutual, a leading financial security company, as the title sponsor of the 15th annual World Challenge.... More


MILWAUKEE, Aug. 8, 2013 /PRNewswire/ -- Fitch Ratings has affirmed the AAA insurance financial strength rating for Northwestern Mutual and Northwestern Long Term Care Insurance Company. AAA is the... More


New solution provides guaranteed income with growth potential
MILWAUKEE, Aug. 6, 2013 /PRNewswire/ -- As more and more Americans inch closer to retirement, they look for ways to create a predictable paycheck for life. To meet that need for reliable income,... More


Four scientists receive grants to investigate causes, cures
MILWAUKEE, Aug. 1, 2013 /PRNewswire/ -- One in 330 children will be diagnosed with cancer by the time they turn 20 years old. In order to fight this alarming statistic, Northwestern Mutual is funding... More


College baseball fan receives a $500 gift card to NCAA Online Shop
MILWAUKEE, July 31, 2013 /PRNewswire/ -- David Kingsdale of Los Angeles won the Northwestern Mutual NCAA® Men's College World Series® Bracket Contest for baseball, the company announced today.... More


MILWAUKEE, July 29, 2013 /PRNewswire/ -- Moody's Investors Service has reaffirmed the Aaa insurance financial strength rating for both Northwestern Mutual and Northwestern Long Term Care Insurance... More


Company recruits 1,100 financial representatives across the country so far in 2013, up 8% over the same time last year
MILWAUKEE, July 10, 2013 /PRNewswire/ -- While the job market continues to be challenging, Northwestern Mutual is on pace to surpass its largest recruiting goal in the company's 156-year history. ... More


Souvenir Pieces Will Support Charity, Center Court Donated to University of Louisville
MILWAUKEE, July 9, 2013 /PRNewswire/ -- For the second year in a row, Northwestern Mutual is using the 2013 NCAA® Division I Men's Basketball National Championship floor to raise money for the fight... More


Effort in the first year contributes $1.4 million to support Alex's Lemonade Stand Foundation and Starlight Children's Foundation
MILWAUKEE, July 2, 2013 /PRNewswire/ -- Eight-year-old Addison has a message for cancer: "You messed with the wrong kid!" Addison bravely battled against leukemia last year. He is one of approximately... More


MILWAUKEE, July 1, 2013 /PRNewswire/ -- Northwestern Mutual has acquired a leasehold interest in 3330 Hillview, a two-story 29,744-square-foot office building in the Stanford Research Park in Palo... More


Report highlights company's excellent business risk profile, extremely strong financial risk profile
MILWAUKEE, June 24, 2013 /PRNewswire/ -- Standard & Poor's (S&P) has affirmed the AA+ insurance financial strength rating for Northwestern Mutual and Northwestern Long Term Care Insurance Company. (Logo:... More


Softball 'super fan' receives a $500 gift card to NCAA Online Shop
MILWAUKEE, June 21, 2013 /PRNewswire/ -- Rebecca Bradford, 52, from Decatur, TX won the Northwestern Mutual NCAA® Women's College World Series® bracket contest, the company announced today. Bradford... More


MILWAUKEE, June 17, 2013 /PRNewswire/ -- Northwestern Mutual has been named one of the "100 Best Places to Work in IT" by IDG's Computerworld magazine, the leading source of technology news and information... More


MILWAUKEE, June 17, 2013 /PRNewswire/ -- Northwestern Mutual has been named one of the "100 Best Places to Work in IT" by IDG's Computerworld magazine, the leading source of technology news and information... More


MILWAUKEE, June 17, 2013 /PRNewswire/ -- Northwestern Mutual has been named one of the "100 Best Places to Work in IT" by IDG's Computerworld magazine, the leading source of technology news and information... More


MILWAUKEE, June 13, 2013 /PRNewswire/ -- Northwestern Mutual is one of the top 10 biggest independent broker-dealers in the financial planning industry, according to Financial Planning magazine's... More


MILWAUKEE, June 12, 2013 /PRNewswire/ -- The latest research from Northwestern Mutual's 2013 Planning & Progress Study revealed attitudinal and behavioral discrepancies between... More


Fans may register to play on Northwestern Mutual's Facebook page for chance at $500 NCAA Shop Gift Card
MILWAUKEE, June 12, 2013 /PRNewswire/ -- Today, Northwestern Mutual will provide fans with another opportunity to join the excitement of college sports like never before – this time with the launch... More


CLEVELAND – Northwestern Mutual, a financial security provider, and National Association of Collegiate Directors of Athletics (NACDA) announced today the launch of Life After Athletics (LAA),... More


NCAA fans will have additional opportunities to win throughout 2013
MILWAUKEE, June 10, 2013 /PRNewswire/ -- Anthony Colantonio of Abington, Penn. won the Northwestern Mutual's NCAA Division I men's lacrosse bracket contest, the company announced today.... More


MILWAUKEE, June 7, 2013 /PRNewswire/ -- Northwestern Mutual has funded a $110 million mortgage loan on Foundry Square I, a 10-story 334,320-square-foot property in San Francisco's Central Business District... More


MILWAUKEE, June 4, 2013 /PRNewswire/ -- Robert 'Reb' Rose and Ashlee met in high school and knew they were destined to be together. After many years of marriage, three daughters and a bright future... More


MILWAUKEE, May 31, 2013 /PRNewswire/ -- Healthy, educated and compassionate people make a community thrive. But for many within the community, limited access to life's most basic needs detracts from... More


INDIANAPOLIS – The NCAA and Northwestern Mutual will team with the American Cancer Society and the National Fastpitch Coaches Association (NFCA) for the fifth annual StrikeOut Cancer Night Presented... More


More than $330,000 given to 10 Wisconsin institutions to promote learning opportunities
MILWAUKEE, May 21, 2013 /PRNewswire/ -- Each year, thousands of students face the tough decision of determining how to pay for college. According to a recent article*, only 9 percent of low-income students... More


MILWAUKEE, May 21, 2013 /PRNewswire/ -- Eight out of ten (79%) Americans believe "the American Dream" is alive, and three quarters (73%) are optimistic, saying they generally see the world... More


Winner heading to the 2014 NCAA Men's Final Four® in North Texas
MILWAUKEE, May 10, 2013 /PRNewswire/ -- Boston, MA resident Jenn McDermott, 25, competed with more than 31,000 college basketball fans across the country to be crowned the champion of the 2013... More


Free Webcast is the Third in the "Planning for Success" Series
MILWAUKEE, May 8, 2013 /PRNewswire/ -- Northwestern Mutual is hosting "Estate Planning: It's Not Just for the Rich and Famous," a webcast designed to educate participants of all income levels on... More


MILWAUKEE, May 7, 2013 /PRNewswire/ -- Northwestern Mutual's strong financial and sales performance in 2012 has helped the company move up two positions on the FORTUNE® 500 list to a ranking... More


MILWAUKEE, May 7, 2013 /PRNewswire/ -- Just over half (56%) of Americans say they're financially prepared to live to the age of 75, yet 10% expect to work into their 80s, according to new research... More


Fans can register on Northwestern Mutual's Facebook page for a chance at $500 NCAA Shop Gift Cards
MILWAUKEE, May 6, 2013 /PRNewswire/ -- Today, Northwestern Mutual is introducing fans of the NCAA Division I Men's Lacrosse Championship and the Women's College World Series® for softball to... More


Company praised for competitive advantages, loyalty and productivity of field force
MILWAUKEE, May 2, 2013 /PRNewswire/ -- The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company (NLTC) today announced that A.M. Best has affirmed... More


MILWAUKEE, May 1, 2013 /PRNewswire/ -- May is Disability Insurance Awareness Month, so Northwestern Mutual is reminding Americans why it's important to take steps to ensure a steady income in the... More


Expect Miracles Foundation award underscores the success of inaugural effort supporting the fight against childhood cancer
MILWAUKEE, April 26, 2013 /PRNewswire/ -- Every year, an estimated 263,000 new cases of cancer affect children under the age of 20 worldwide. Approximately 91,250 children lose their life... More


MILWAUKEE, April 23, 2013 /PRNewswire/ -- When it comes to managing money, the large majority of Americans today are not looking for shortcuts or get-rich-quick strategies. According to Northwestern... More


Northwestern Mutual Chairman and CEO John Schlifske Joins Forbes Media Chairman and Editor-in-Chief Steve Forbes in Multi-City Tour
MILWAUKEE, April 22, 2013 - Northwestern Mutual Chairman and CEO John Schlifske and Steve Forbes, chairman and editor-in-chief of Forbes Media, will speak to more than one thousand business, community... More


MILWAUKEE, April 22, 2013 /PRNewswire/ -- Northwestern Mutual has funded $200 million of a $400 million loan refinance on Union Square in Seattle, Washington. Union Square consists of One Union, a 36-story... More


NCAA fans will have additional opportunities to win throughout 2013
MILWAUKEE, April 19, 2013 /PRNewswire/ -- Self-described hockey fanatic, Matt LoGuercio of Easton, Conn., has won the NCAA® Men's Ice Hockey Bracket Contest presented by Northwestern Mutual, the company... More


Milwaukee Brewers stolen bases will help support the local fight against childhood cancer
MILWAUKEE, April 16, 2013 /PRNewswire/ -- Imagine your child has been diagnosed with a devastating illness. If the best possibility for treatment is hundreds of miles away and requires a significant amount... More


MILWAUKEE, April 16, 2013 /PRNewswire/ -- The efficiency that technology affords us is undeniable. Yet around-the-clock connectivity and instant access to information is distracting millions of Americans,... More


MILWAUKEE, April 9, 2013 /PRNewswire/ -- Americans are relying on technology to help with their personal finance needs, but most (60%) use it to simplify and automate financial tasks such as banking and... More


MILWAUKEE, April 2, 2013 /PRNewswire/ -- Americans continue to hold their purse strings tight and favor cautious choices with their money, according to research from Northwestern Mutual's 2013 Planning... More


Annual program has helped return more than $100 million to local residents
MILWAUKEE, March 28, 2013 /PRNewswire/ -- As tax season approaches, residents in one Milwaukee neighborhood are lining up each week to receive complimentary guidance from expert community volunteers. (Logo:... More


MILWAUKEE, March 26, 2013 /PRNewswire/ -- Northwestern Mutual today released data from its 2013 Planning and Progress Study showing that more than six in ten (63%) Americans say their financial planning... More


Northwestern Mutual offers tips and resources for reassessing risk protection during tax season
MILWAUKEE, March 20, 2013 /PRNewswire/ -- Americans continue to proactively plan to mitigate the impact of risks on their long-term financial security, as evidenced by the demand for Northwestern... More


Fans can register on Northwestern Mutual's Facebook page for chance at $500 NCAA Shop Gift Card
MILWAUKEE, March 18, 2013 /PRNewswire/ -- For the first time ever, Northwestern Mutual will host a bracket challenge for the Division I Men's Ice Hockey Championship, to help fans follow the action on... More


John E. Schlifske named in the top five of Glassdoor's annual "50 Highest Rated CEOs" report
MILWAUKEE, March 15, 2013 /PRNewswire/ -- Northwestern Mutual Chairman and Chief Executive Officer John E. Schlifske has been named one of the five highest rated CEOs worldwide by Glassdoor –... More


Local office brings joy to sick and underprivileged children
MILWAUKEE, March 6, 2013 /PRNewswire/ -- Northwestern Mutual, through its Foundation, is recognizing the Quinlan Financial Group -- a Northwestern Mutual office in Melville, N.Y. -- for... More


Sports Illustrated special edition, NCAA March Madness Live® and event partnerships with the National Association of College Basketball Coaches among new sponsorship elements added to March Madness program
MILWAUKEE, Wis., March 6, 2013 /PRNewswire/ -- Northwestern Mutual, an official corporate partner of the NCAA®, announced today a robust marketing program to activate around the 2013 NCAA Men's... More


MILWAUKEE, Feb. 28, 2013 /PRNewswire/ -- Northwestern Mutual today was recognized as one of the "World's Most Admired" companies in the life insurance industry, according to executives,... More


MILWAUKEE, Feb. 20, 2013 /PRNewswire/ -- Permanent life insurance provides protection for the people that matter most in life, but its guaranteed cash value growth and access make permanent life insurance... More


Company's programs recognized on Training Magazine's "Training Top 125"
MILWAUKEE, Feb. 19, 2013 /PRNewswire/ -- Northwestern Mutual today announced that the company's training program has been named one of the best in the country, according to Training Magazine's... More


Webcast is the Second in the "Planning for Success" Series
MILWAUKEE, Feb. 14, 2013 /PRNewswire/ -- Northwestern Mutual is hosting "Make Your Money Last: Shattering the Top 5 Retirement Planning Myths," a webcast designed to educate participants about the realities... More


More than $500,000 given to eight nonprofits for programs aimed at improving tourism
MILWAUKEE, Feb. 12, 2013 /PRNewswire/ -- Northwestern Mutual, through its Foundation, is announcing $594,000 in grants to support nonprofits that help make Milwaukee an attractive place to live, work... More


Pickard Chilton selected as design architect for addition to Milwaukee skyline
  MILWAUKEE (Feb. 8, 2013) -  Northwestern Mutual today announced the design team that will create its new high-rise office tower in downtown Milwaukee. It has selected Kendall/Heaton... More


MILWAUKEE, Feb. 6, 2013 /PRNewswire/ -- A recent study from Northwestern Mutual revealed that only 56 percent of Americans feel financially prepared to live past 75, even though longevity research... More


Record dividend payout set for 2013; record insurance sales achieved in 2012
MILWAUKEE, Jan. 24, 2013 /PRNewswire/ -- Northwestern Mutual today announced its 2012 financial results, which include a record dividend payout to policyowners expected to exceed $5 billion in 2013.... More


Company praised for its field force and strong balance sheet
  MILWAUKEE, WI, January 15, 2013 – The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company today announced that Fitch Ratings has reaffirmed the companies’... More


Company surpassed recruitment goal of 5,000 financial professionals in 2012, announces more aggressive recruitment targets for 2013
MILWAUKEE, Jan. 8, 2013 /PRNewswire/ -- At a time when job creation in America is at the top of the national agenda, Northwestern Mutual today announced its most ambitious recruiting effort in the... More


Company surpassed recruitment goal of 5,000 financial professionals in 2012, announces more aggressive recruitment targets for 2013
MILWAUKEE, Jan. 8, 2013 /PRNewswire/ -- At a time when job creation in America is at the top of the national agenda, Northwestern Mutual today announced its most ambitious recruiting effort in the... More


NCAA fans will have additional opportunities to win in 2013
  MILWAUKEE, WI – January 2, 2013 – Keith Peden of Bremerton, Wash. won the first-ever NCAA Women’s Volleyball bracket contest from Northwestern Mutual, the company announced... More


Media Contacts

Thank you for visiting Northwestern Mutual’s online News Room. If you’re a member of the media, please contact us via phone or email:

800-323-7033
mediarelations@northwesternmutual.com

A member of the public relations team will respond to your inquiry at our earliest convenience.

Betsy Hoylman
Director – Media & Public Relations

Autumn Latimore
Assistant Director – Media & Public Relations

Jennifer Ryan
Assistant Director – Media & Public Relations

Jean Towell
Assistant Director – Media & Public Relations

Peter Balistrieri
Senior Public Relations Consultant

John Gardner
Public Relations Consultant

Shawn Rolland
Public Relations Consultant

Executive Biographies


john schlifske

John E. Schlifske
Chairman and Chief Executive Officer


John E. Schlifske is Chairman and Chief Executive Officer of Northwestern Mutual and a member of the company’s Board of Trustees. After joining Northwestern Mutual in 1987 as an Investment Specialist, Schlifske moved from portfolio manager to senior executive overseeing a variety of its investment operations. He later headed different parts of the company’s business operations.

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michael carter

Gregory C. Oberland
President

Gregory C. Oberland is President of Northwestern Mutual and leads the company’s Agencies, Sales and Marketing Function. In this role, he is responsible for the company’s strategy of growing and enhancing its field force and delivering financial security to clients. Oberland joined Northwestern Mutual in 1982 as an attorney. He has held numerous executive-level positions with increasing responsibility for a variety of product line and operational areas, including Disability Income, Life Underwriting, Policyowner Services and Information Systems.

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michael carter

Michael G. Carter
Executive Vice President and Chief Financial Officer

As Executive Vice President and Chief Financial Officer, Michael G. Carter is responsible for the company’s financial management functions, strategic planning and enterprise risk management oversight. He also is a member of the company’s Executive Leadership Team. Carter joined Northwestern Mutual in 1994 as a senior attorney in the law department. He then became assistant general counsel before moving to the corporate planning and development department as director of planning in 1999.

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joann eisenhart
Joann M. Eisenhart
Senior Vice President – Human Resources

As Senior Vice President – Human Resources, Joann M. Eisenhart leads the human resources, facilities and philanthropy function, which includes the Human Resources, Facility Operations, and Strategic Philanthropy & Community Relations departments. Prior to joining Northwestern Mutual in 2011, Eisenhart was Senior Vice President of Human Resources at Pfizer, Inc, where she led a global human resources team that supported more than 100,000 employees worldwide.

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john grogan
John M. Grogan
Senior Vice President – Insurance and Investment Products

As Senior Vice President – Insurance and Investment Products, John M. Grogan is responsible for the overall strategy and design of the company’s integrated suite of insurance and investment products. This includes overall leadership responsibility for the Life and Annuity Products, Disability Income, Long Term Care, and Product Finance departments, and for the Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services. Grogan joined Northwestern Mutual as an attorney in 1992. He has a broad background as a company attorney, as well as agencies and product experience, including leading the Field Services and Support and Disability Income departments. He also served as Chief Executive Officer of the Northwestern Mutual Wealth Management Company during the financial crisis.

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ronald joelson

Ronald P. Joelson
Executive Vice President and Chief Investment Officer

As Executive Vice President and Chief Investment Officer, Ronald. P. Joelson oversees management of the company’s $174.0 billion general account investment portfolio, which supports the company’s surplus and its insurance and annuity products. Joelson is responsible for the company’s three investment subsidiaries: Mason Street Advisors, LLC; Northwestern Mutual Capital, LLC; and Northwestern Mutual Real Estate Investment, LLC. Prior to joining Northwestern Mutual, he served as Chief Investment Officer of two global insurance companies: Genworth Financial and Prudential Financial.

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ray manista

Raymond J. Manista
Senior Vice President – General Counsel and Secretary

As Senior Vice President – General Counsel and Secretary, Raymond J. Manista is responsible for the company’s law and public affairs function, including the Law, Communications, Compliance/Best Practices and Government Relations departments. He also chairs the company’s Executive Leadership Team. Manista has held various leadership roles since joining Northwestern Mutual in 1998, including Vice President – Corporate Planning, where he oversaw the company’s strategy development and planning, and Vice President – Litigation Counsel. Prior to joining the company, he was a shareholder at Godfrey & Kahn, S.C., in Milwaukee, where he practiced commercial litigation.

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tim schaefer

Timothy G. Schaefer
Executive Vice President – Operations and Technology

As Executive Vice President – Operations and Technology, Timothy G. Schaefer is responsible for the company’s integrated customer operations and enterprise technology. Schaefer joined Northwestern Mutual in 1988 as a Programmer in the Information Systems department. He has held numerous leadership roles, including Vice President of Life Benefits and Senior Vice President and Chief Information Officer.

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Last updated May 1, 2014

 

Studies and Resources

Northwestern Mutual periodically researches people's attitudes, perceptions, motives, and behaviors toward certain financial issues.

Planning and Progress 2014 Study

Northwestern Mutual again explored the state of financial planning in America today to obtain insights into people's attitudes and behaviors toward money, goal-setting and priorities. The 2014 study surveyed nearly 2,100 American adults 18 or older.

Planning and Progress 2014 Study
Planning and Progress 2014 Study - Continued

Elements of Success Study 2014

Northwestern Mutual sponsored an online study to examine U.S. adults’ perceptions of their personal, family, career and financial success. This study surveyed a random sample of 1,513 U.S. adults. Results were weighted as needed to parallel U.S. Census proportions for education, age, gender, race/ethnicity, region and household income.

Elements of Success Study 2014

Long-Term Caregiving Study

Northwestern Mutual sponsored a study looking at the significant personal and financial implication that long-term care (LTC) events have on caregivers and their families. (Conducted October 2013)

Long-Term Caregiving Study

Planning and Progress 2013 Study

Northwestern Mutual sponsored a study exploring the state of planning in America today that provides unique insights into people’s current attitudes and behaviors toward money, goal-setting and priorities. (Conducted January 2013)

Planning and Progress 2013 Study
Planning and Progress 2013 Study - Continued

Long-Term Care Awareness Study

Northwestern Mutual sponsored a poll highlighting the attitudes and motivations of Americans for planning for long-term care. More than 2,500 U.S. adults were surveyed. (Conducted October 2012)

Long-Term Care Awareness Study

Life Insurance Awareness Poll

Northwestern Mutual sponsored a poll seeking to learn the attitudes and motivations among Americans towards obtaining life insurance and planning for future financial security. The study surveyed more than 2,000 American adults aged 18 and older. (Conducted 2012)

Life Insurance Awareness Poll

State of Planning in America Study

Northwestern Mutual sponsored a series of research exploring the state of planning in America. The studies look at what type of planners people are, how their plans may have changed over time, whether they feel they’re moving in the right direction, how they assess their ability to stay on course, and how this all fits against the larger backdrop of what is taking place in America today. (Conducted 2012)

State of Planning in America Study

Cost of Long Term Care Study

The Long Term Care Group, Inc. conducted customized Cost of Care research on behalf of Northwestern Long Term Care Insurance Company, a Northwestern Mutual company, of nearly 2,000 home healthcare providers, assisted living facilities and nursing homes in specific regions of the United States. (Conducted 2012)

Cost of Long Term Care Study

“Stick with It” Study

Northwestern Mutual sponsored The “Stick with It” Study to gauge Americans’ goal setting, self-discipline and financial tenacity. (Conducted 2011)

“Stick with It” Study

Financial Realities Study

Northwestern Mutual sponsored The Financial Realities Study that explored how Americans are responding to the economic landscape that existed in 2010 and considering how attitudes and priorities may be changing regarding the approach to finances. The study also provided insight into Americans’ propensity to give advice against the backdrop of economic uncertainty and how that advice compares across multiple generations. (Conducted 2010)

Financial Realties Study

American Reality Study

Northwestern Mutual sponsored The American Reality Study to help provide insight into how Americans are handling the economic, political and social changes taking place in the U.S. and what the impact has been on the way they view their lives and their future. (Conducted 2009)

American Reality Study

Seven Financial Habits Study

Northwestern Mutual conducted a study exploring the connections between financial and physical fitness. The study helps explain how financial behavior and attitudes of individuals with above average income are related to health and wellness perceptions. (Conducted 2008)

Seven Financial Habits Study

 

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