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Northwestern Mutual Vice President of Long-term Care Steve Sperka is announcing the results of Northwestern Mutual's 2014 Long-Term Care Study. According to the study, 75% of Americans agree that, as people live longer, the need for long-term care planning is greater - and 1 in 3 Americans are either currently providing care or expect to in the future To schedule an interview with Mr. Sperka or another Northwestern Mutual spokesperson, call 800-323-7033 or email


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Northwestern Mutual continues to hold the highest financial strength ratings awarded to any life insurer by all four of the major credit rating agencies
MILWAUKEE, WI, December 18, 2012 – Northwestern Mutual today announced that Moody’s Investors Service has reaffirmed the company’s Aaa insurance financial strength rating –... More

MILWAUKEE - December 17, 2012 – Americans will donate to charitable causes this holiday season despite having less money to spend on gifts, according to a recent survey conducted by Northwestern... More

Company receives "Glassdoor Employees' Choice Award"
MILWAUKEE, Dec. 13, 2012 /PRNewswire/ -- Northwestern Mutual has been recognized as a "Best Place to Work in 2013" and a recipient of the Employees' Choice Award by, an online career and... More

Employee-nominated nonprofits will receive $100,000
MILWAUKEE, Dec. 11, 2012 /PRNewswire/ -- Northwestern Mutual, through its Foundation, is awarding 25 grants totaling $100,000 to local nonprofits on behalf of winners in Northwestern Mutual's Days... More

Company outpaces industry in Selling Power Magazine's 2012 career study
MILWAUKEE, Dec. 7, 2012 /PRNewswire/ -- Northwestern Mutual – a leading financial security company – ranks first in its industry and 17th overall among service companies in Selling... More

Planned office tower means 2,800 downtown jobs
MILWAUKEE, Dec. 6, 2012 /PRNewswire/ -- Northwestern Mutual today announced plans for a new downtown Milwaukee office tower expected to preserve 1,100 current jobs in the city while creating capacity... More

MILWAUKEE, Dec. 4, 2012 /PRNewswire/ -- Bob Schrank, from Gurnee, Ill., started riding a tricycle when he was just two years old. He completed his first long-distance bicycle ride when he was only... More

Share Unstoppable Happiness! inspired by child's original artwork, brave spirit and holiday message of hope
MILWAUKEE, Dec. 3, 2012 /PRNewswire/ -- A child's inspirational artwork for a holiday card will drive awareness, donations and hope in the fight against childhood cancer as the centerpiece of a new digital... More

Fans can register on Northwestern Mutual's Facebook page for chance at $500 NCAA® Shop Gift Card
MILWAUKEE, Nov. 26, 2012 /PRNewswire/ -- Northwestern Mutual today announced that it will launch a series of NCAA bracket contests on its Facebook page during select NCAA® Championships,... More

Series of dedications and donations to roll out at children's hospitals in several U.S. cities
MILWAUKEE, Nov. 13, 2012 /PRNewswire/ -- Northwestern Mutual, through its foundation, is donating 10 Starlight Children's Foundation Fun Centers ™ to seven children's hospitals in several U.S.... More

MILWAUKEE, Nov. 13, 2012 /PRNewswire/ -- Women may have a better understanding than men about the resources and options available to individuals facing a long-term care event. However, they're significantly... More

Largest corporate giver in Wisconsin will grow efforts to strengthen Milwaukee and fight against pediatric cancer
MILWAUKEE, Nov. 8, 2012 /PRNewswire/ -- Northwestern Mutual, through its Foundation, is increasing its charitable giving in fiscal year 2013 to $16.9 million, up $200,000 from its 2012 contributions. (Logo:... More

MILWAUKEE, Nov. 6, 2012 /PRNewswire/ -- While Americans are living longer than the generation before them, one-third haven't considered their potential long-term care financial needs and impact when... More

Company strengthens commitment to the American Red Cross in the wake of the storm
MILWAUKEE, Nov. 1, 2012 /PRNewswire/ -- The devastation left behind by Hurricane Sandy has prompted Northwestern Mutual to increase its giving to the American Red Cross' disaster recovery effort. Northwestern... More

Todd Jones, Christian Mitchell and Sarah Schneider awarded promotions
MILWAUKEE, Nov.1, 2012 /PRNewswire/ -- Northwestern Mutual today announced the promotion of three executives. Effective Nov. 1, Todd Jones, Christian Mitchell and Sarah Schneider will be accepting... More

Company expects to lead industry in total life, disability and LTC dividends
MILWAUKEE, Oct. 31, 2012 /PRNewswire/ -- Northwestern Mutual will reach another financial milestone in 2013: its largest dividend payout ever. The company expects to pay more than $5 billion... More

MILWAUKEE, Oct. 30, 2012 /PRNewswire/ -- Northwestern Mutual's financial representative internship program has once again been recognized as one of the top ten programs nationwide in the recently-released... More

BOSTON, Oct. 25, 2012 /PRNewswire/ -- Private commercial mortgage loans held by life insurance posted a 1.56 percent total return in second quarter 2012. The gain matched the performance achieved in first... More

Kentucky-Area Children's Hospitals Beneficiaries of Fans' Bids
LOUISVILLE, Ky., Oct. 24, 2012 /PRNewswire/ -- Northwestern Mutual today announced that more than $200,000 was donated toward the fight against pediatric cancer in Kentucky. This follows a week-long... More

"Planning for Success" Series to Include Quarterly Webcasts Available to the Public
MILWAUKEE, Oct. 22, 2012 /PRNewswire/ -- Northwestern Mutual is launching "Planning for Success," a webcast series designed to be informative and educational, covering financial topics that... More

Flexibility and guaranteed growth of permanent life insurance helps individuals manage longevity risk and support retirement income needs
MILWAUKEE, Oct. 10, 2012 /PRNewswire/ -- Retirement planning is cited as a top reason individuals 18 and older obtain life insurance as part of an overall financial security strategy, according to new... More

Proceeds from floor on which Kentucky won title to support fight against pediatric cancer
LOUISVILLE, Ky., Oct. 9, 2012 /PRNewswire/ -- Northwestern Mutual today announced details around the upcoming auction that will provide University of Kentucky basketball fans across the country... More

Company praised for advancing business strategy through innovative technology management
MILWAUKEE, Oct. 8, 2012 /PRNewswire/ -- Northwestern Mutual today announced it has received the 2012 InfoWorld Enterprise Architecture Award for the company's innovative approach to marrying its... More

Northwestern Mutual Foundation's donation to the Zoological Society of Milwaukee supports renovation
MILWAUKEE, Oct. 5, 2012 /PRNewswire/ -- Farming from the past is the theme of a newly renovated main entrance to the Milwaukee County Zoo's Northwestern Mutual Family Farm. At an unveiling Thursday, Oct.... More

However, many say they are not prepared to live a long life in retirement
MILWAUKEE, Oct. 4, 2012 /PRNewswire/ -- According to new research announced by Northwestern Mutual, the majority of U.S. Hispanic college graduates (62 percent) consider themselves to be "highly... More

MILWAUKEE, Oct. 1, 2012 /PRNewswire/ -- Northwestern Mutual has introduced an innovative and first-of-its-kind solution designed to help individuals create a guaranteed income to take them through... More

MILWAUKEE, Sept. 26, 2012 /PRNewswire/ -- While back to school spending is up over last year, results of a new Northwestern Mutual poll found a majority of families are implementing strategies to manage... More

Nonprofits supporting military veterans and children with disabilities among those awarded $275,000 in grants as a tribute to winners
MILWAUKEE, Sept. 26, 2012 /PRNewswire/ -- Northwestern Mutual, through its Foundation, is donating $275,000 to 26 nonprofit organizations across the U.S., recognizing winners of its 18th... More

  MILWAUKEE, Sept. 25, 2012 /PRNewswire/ -- Even though thousands of families in the U.S. feel the impact each year of pediatric cancer, a new poll cites that nearly half (49 percent) of... More

However, only one in four has financial plan in place to live to age 95
MILWAUKEE, Sept. 25, 2012 /PRNewswire/ -- Young African American college graduates say they are much more serious about reaching financial goals than previous generations, according to new Northwestern... More

MILWAUKEE, Sept. 18, 2012 /PRNewswire/ -- Life insurance is increasingly finding a place in the financial planning of Americans young and old, according to research from Northwestern Mutual. The findings... More

Parts of floor to be used in renovated locker room, and auctioned this fall
MILWAUKEE, Sept. 12, 2012 /PRNewswire/ -- Northwestern Mutual, an official corporate partner of the NCAA®, announced today it has donated parts of the basketball court used at the national championship... More

MILWAUKEE, Sept. 11, 2012 /PRNewswire/ -- Women report feeling significantly more secure than men as a result of owning a variety of insurance products -- auto, health, homeowners/renters and... More

MILWAUKEE, Sept. 10, 2012 /PRNewswire/ -- Northwestern Mutual today announced that the company's recruiting is up 13 percent, putting the company on pace to recruit more than 5,000 financial representatives... More

MILWAUKEE, Sept. 7, 2012 /PRNewswire/ -- A growing number of grandparents in the U.S. find themselves solely responsible financially for their grandchildren, which highlights the need for consistent and... More

MILWAUKEE, Sept. 5, 2012 /PRNewswire/ -- As summer internships come to a close, college students nationwide are saying their internships were good resume builders but many lacked in real-world skill-building,... More

MILWAUKEE, Sept. 4, 2012 /PRNewswire/ -- Americans are feeling 'extremely secure' when they take steps to protect themselves against financial risk, according to a new poll from Northwestern Mutual.  Released... More

MILWAUKEE, Aug. 23, 2012 /PRNewswire/ -- Results of a new Northwestern Mutual Facebook poll found that nearly half of parents have no financial plan in place, and that nearly twenty percent... More

Year-to-date results suggest Americans are embracing long-term planning
MILWAUKEE, Aug. 22, 2012 /PRNewswire/ -- Northwestern Mutual, a leading provider of financial security planning and solutions, announced today that sales of its risk products are up substantially... More

MILWAUKEE, Aug. 21, 2012 /PRNewswire/ -- The Northwestern Mutual Life Insurance Company (Northwestern Mutual) is providing half of a $285 million loan to Douglas Emmett, Inc. (NYSE:DEI) for Warner... More

$200,000 in grants distributed to winning offices' nonprofit organization partners
MILWAUKEE, Aug. 1, 2012 /PRNewswire/ -- Northwestern Mutual, through its Foundation, is honoring four of its local offices that have demonstrated exemplary volunteerism with the 2012 Community Impact... More

Field force and employees across the country lead charge to accelerate research and support families facing childhood cancer
MILWAUKEE, July 23, 2012 /PRNewswire/ -- At its annual meeting of more than 10,000 financial representatives and staff members today, Northwestern Mutual announced its new multi-year philanthropic... More

Financial Literacy Website Provides Educational Games and Activities
MILWAUKEE, July 11, 2012 /PRNewswire/ -- While the summer months spell sun and fun for families, the extended break from school also diminishes math and reading skills for children. All kids lose some... More

Financial commitment of $500,000 contributes to Disaster Responder Program
MILWAUKEE, July 5, 2012 /PRNewswire/ -- Northwestern Mutual, through its Foundation, announced today a two-year commitment to the American Red Cross' Disaster Responder Program, which funds immediate... More

MILWAUKEE, July 2, 2012 /PRNewswire/ -- Fitch Ratings has affirmed Northwestern Mutual's AAA insurance financial strength rating – the highest possible rating – for Northwestern Mutual... More

Company's internship program eyes record-setting recruitment and retention in its 45th year
MILWAUKEE, June 28, 2012 /PRNewswire/ -- To keep pace with consumer demand for financial security guidance, Northwestern Mutual is embarking on its largest-ever recruiting effort in 2012, aiming to... More

$640,000 awarded to 20 southeastern Wisconsin nonprofits that provide assistance to underserved populations
MILWAUKEE, June 27, 2012 /PRNewswire/ -- As part of its efforts to strengthen the community where its 5,000 employees live and work, Northwestern Mutual, through its Foundation, is announcing $640,000... More

Supermajority discuss debts and dreams before saying "I do," according to Northwestern Mutual's "Marriage & Money" poll
MILWAUKEE, June 26, 2012 /PRNewswire/ -- June and July are the most popular months for weddings according to U.S. Department of Health & Human Services[i].  Before saying "I do," 78 percent of couples... More

BOSTON, June 22, 2012 /PRNewswire/ -- Private commercial mortgage loans held by life insurance companies posted a 1.56 percent total return in first quarter 2012, down from fourth quarter 2011's return... More

Managing longevity risk central to company strategy
MILWAUKEE, June 21, 2012 /PRNewswire/ -- Northwestern Mutual announced today a first-of-its-kind retirement planning approach. Consistent with the company's core belief that risk protection and asset accumulation... More

MILWAUKEE, June 20, 2012 /PRNewswire/ -- Standard and Poor's has affirmed the AA+ insurance financial strength rating for Northwestern Mutual and Northwestern Long Term Care Insurance Company. (Logo: ... More

IDG's Computerworld awards Northwestern Mutual first in Wisconsin and 67th overall.
MILWAUKEE, June 20, 2012 /PRNewswire/ -- For the seventh consecutive year, Northwestern Mutual is being recognized as a top workplace for information technology (IT) professionals, according to IDG's Computerworld,... More

MILWAUKEE, June 18, 2012 /PRNewswire/ -- Americans aged 48-60 are facing an extraordinary convergence of issues that are impacting their long-term financial plans, according to new research released... More

Users Can Get Personalized Financial Tips While On The Go
MILWAUKEE, June 15, 2012 /PRNewswire/ -- In an effort to help Americans gauge their level of financial security, Northwestern Mutual recently launched the "Get Your Financial Security Score" game. The... More

MILWAUKEE, June 13, 2012 /PRNewswire/ -- While there is still more progress to be made, women have taken enormous strides in business, the workplace, on university campuses and more over the last... More

MILWAUKEE, June 12, 2012 /PRNewswire/ -- Northwestern Mutual is sponsoring four national conferences and career fairs that serve professionals of diverse backgrounds as part of the company's largest-ever... More

INDIANAPOLIS, June 11, 2012 /PRNewswire/ -- The NCAA, in conjunction with ESPN and Creative Street Entertainment, will celebrate the 40th anniversary of Title IX and recognize individuals who helped... More

As the Class of 2012 graduates, Northwestern Mutual embarks on its largest recruiting effort in its 155-year history
MILWAUKEE, June 4, 2012 /PRNewswire/ -- While job creation is top-of-mind in America and a new class of college graduates is hunting for jobs, Northwestern Mutual is in the midst of its largest... More

MILWAUKEE, May 30, 2012 /PRNewswire/ -- Struck by their deep connection, after three weeks of dating, Russell knew he and JennaBeth would be together forever. They married and children followed. Shortly... More

MILWAUKEE, May 10, 2012 /PRNewswire/ -- Maintaining standard of living is a top financial goal among Americans, yet few are taking active steps to protect their ability to reach this goal, according to... More

$500,000 in grants to benefit local nonprofits that create unique visitor experiences
MILWAUKEE, May 9, 2012 /PRNewswire/ -- Studies show that events and cultural attractions strengthen a region's economic growth, acting as magnets for both corporate relocations and prospective... More

Respondents say they're moving in the right direction, while they feel the nation is not
MILWAUKEE, May 8, 2012 /PRNewswire/ -- Northwestern Mutual releases today the third in a series of research studies examining the state of planning in America. The Planning Perspectives Study asked... More

MILWAUKEE, May 2, 2012 /PRNewswire/ -- A.M. Best has affirmed the A++ insurance financial strength ratings for Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance... More

Northwestern Mutual Chairman and CEO John Schlifske joins Forbes Media Chairman and Editor-in-Chief Steve Forbes in Seven-City Tour
MILWAUKEE, May 2, 2012 /PRNewswire/ -- Northwestern Mutual Chairman and CEO John Schlifske and Steve Forbes, chairman and editor-in-chief of Forbes Media, will speak to thousands of business and community... More

Veteran CIO Mark Doll to retire
MILWAUKEE, April 27, 2012 /PRNewswire/ -- Ron Joelson, current chief investment officer of Genworth Financial, will join Northwestern Mutual on June 4 and succeed Mark Doll as the company's next chief... More

Women surveyed feel the least prepared, yet are most likely to live longer lives
MILWAUKEE, April 25, 2012 /PRNewswire/ -- Northwestern Mutual released today the Longevity & Preparedness Study that reveals Americans appear to be startlingly unprepared financially to live into... More

Rapid turnaround of Seattle real estate market boosts value of downtown office space
MILWAUKEE, April 20, 2012 /PRNewswire/ -- Northwestern Mutual has sold the Russell Investments Center to CommonWealth Partners for $480 million. It is believed to be the largest single asset office sale... More

Winner heading to the 2013 Men's Final Four® in Atlanta
MILWAUKEE, April 19, 2012 /PRNewswire/ -- Watertown, N.Y., resident Tammy Thomas has won the Northwestern Mutual NCAA March Madness Bracket Challenge, featured at More than 20,000 college... More

People continue to be risk-averse, but more than 20% say they can't afford to be too cautious
MILWAUKEE, April 18, 2012 /PRNewswire/ -- Northwestern Mutual released today the Planning & Progress Study, the first in a series of research studies exploring the state of planning in America.... More

MILWAUKEE, April 17, 2012 /PRNewswire/ -- When it comes to spending versus saving, most people consider themselves savers. According to the latest poll released by the Northwestern Mutual Foundation's... More

Company celebrates charitable impact on its Foundation's 20th anniversary
MILWAUKEE, April 13, 2012 /PRNewswire/ -- While most major grant makers in the U.S. plan to maintain or reduce charitable giving in 2012, Northwestern Mutual is growing its giving to $16.7 million in fiscal... More

2011 Annual Report underscores company's financial strength and industry-leading dividends
MILWAUKEE, April 12, 2012 /PRNewswire/ -- Northwestern Mutual offers a personal perspective on the value of planning in its online, interactive Annual Report, which outlines the enduring financial strength... More

MILKWAUKEE, April 10, 2012 /PRNewswire/ -- April is Financial Literacy Month, a perfect time for parents, children and educators to have fun learning important life skills about money matters. To... More

Study measures satisfaction across dimensions such as firm performance, compensation, products, technology, services and support
MILWAUKEE, April 5, 2012 /PRNewswire/ -- Northwestern Mutual's financial representatives are some of the most-satisfied in the industry, according to J.D. Power and Associates' 2012 U.S. Financial Advisor... More

Almost $1.4 million in funding will strengthen local nonprofits and educational institutions
MILWAUKEE, April 3, 2012 /PRNewswire/ -- Numerous studies show that a child's reading skill is a key determinant of future success both inside and outside the classroom.  Northwestern Mutual,... More

MILWAUKEE, March 13, 2012 /PRNewswire/ -- A Milwaukee-area communications executive is getting national attention for the impact she's making at her company and in the community.  Savoy Magazine is... More

Winner to receive trips to the 2013 Men's Final Four in Atlanta
MILWAUKEE, March 11, 2012 /PRNewswire/ -- Northwestern Mutual is joining with Sports Illustrated to give college basketball fans a chance to win a trip to the 2013 NCAA Men's Final Four® in Atlanta,... More

  MILWAUKEE, March 6, 2012 /PRNewswire/ -- According to the U.S. Department of Labor, more U.S. employers are hiring and many are looking for applicants with specific skills and training. ... More

MILWAUKEE, March 1, 2012 /PRNewswire/ -- On the eve of its 155th anniversary, Northwestern Mutual is being honored again as one of the "World's Most Admired Companies" in the life insurance industry, according... More

MILWAUKEE, Wis., Feb. 28, 2012 /PRNewswire/ -- Users of social networks like Facebook and LinkedIn will be able to interact with Northwestern Mutual's financial representatives like never before. ... More

MILWAUKEE, Feb. 10, 2012 /PRNewswire/ -- In a U.S. jobs report released last week, the Department of Labor reported that employers have been hiring more in recent months, and Northwestern Mutual is... More

MILWAUKEE, Feb. 7, 2012 /PRNewswire/ -- Area families will have opportunities to strengthen their bodies and minds due to new support from Northwestern Mutual.  Through its Foundation, Northwestern... More

MILWAUKEE, February 1, 2012 – In lockstep with more Americans seeking advice and taking action to plan for financial security in retirement[i], Northwestern Mutual is embarking on the company’s... More

Industry-leading dividends paid; financial position remains very strong
MILWAUKEE, Jan. 26, 2012 /PRNewswire/ -- Northwestern Mutual today announced its 2011 financial results, which included an increase in the amount of dividends expected to be paid to its participating... More

Milwaukee, January 19, 2012 /PRNewswire/ — Northwestern Mutual’s latest Cost of Long-Term Care study, released today, reveals consistently high costs for home health care, assisted living... More

MILWAUKEE, January 6, 2012 – Northwestern Mutual announced today it has signed on to become the newest official corporate partner of the National Collegiate Athletic Association (NCAA) through a... More

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Senior Public Relations Consultant

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Public Relations Consultant

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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

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 $186 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.

Long-Term Caregiving 2014 Study

Northwestern Mutual sponsored a study looking at how prepared Americans are when it comes to long-term care planning. The study surveyed more than 2,000 American adults 18 or older.

Long-Term Caregiving 2014 Study

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 2014 Study

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 2013

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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