News Room 

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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Company presented with Corporate Partner Award
Northwestern Mutual is dedicated to ensuring Milwaukee is an attractive and exciting place to live and learn. The company has a long history of giving to the community and has been proud to call the city... More

Life-changing news for Utah family emphasizes importance of securing life insurance
MILWAUKEE, Nov. 17, 2014 /PRNewswire/ -- Knowing what is important in life became clear to Michael and Kim Jones after Michael was diagnosed with terminal neck cancer. "It changed us dramatically," Kim... More

November 19th "The Retirement Wildcard That Can Derail Your Plan" interactive webcast to explore physical, emotional and financial impact of long-term caregiving
MILWAUKEE, Nov. 13, 2014 /PRNewswire/ --Northwestern Mutual is partnering with New York Times best-selling author and Women Against Alzheimer's co-founder Meryl Comer on a new interactive webcast "The... More

MILWAUKEE, Nov. 12, 2014 /PRNewswire/ -- Northwestern Mutual has funded $250 million of a $500 million mortgage loan refinance on International Place, located at Boston's Downtown Waterfront at... More

MILWAUKEE, Nov. 11, 2014 /PRNewswire/ -- Highlighting the company's competitive position and strong financials, Fitch Ratings affirmed the AAA insurance financial strength rating for Northwestern Mutual... More

MILWAUKEE, Nov. 5, 2014 /PRNewswire/ -- Findings from Northwestern Mutual's 2014 Long-Term Care ("LTC") Study released today in conjunction with Long-Term Care Awareness Month reveal sobering... More

Company recognized by Hospital with Organization Award
MILWAUKEE, October 29, 2014 – Every day Northwestern Mutual helps millions of families build financial security. The company has a long history of strengthening communities where its employees and... More

MILWAUKEE, Oct. 29, 2014 /PRNewswire/ -- Northwestern Mutual will share its success with its policyowners in 2015 through an estimated $5.5 billion dividend payout. It will be a record payout for... More

Company Among Vault's Top Ten Internships in U.S. for 19th Straight Year
MILWAUKEE, Oct. 28, 2014 /PRNewswire/ -- Each year, thousands of college students learn from some the most successful financial advisors in the U.S. through Northwestern Mutual's nationally-recognized... More

Utilizing your optimal source of power creates effective leadership
MILWAUKEE, Oct. 22, 2014 /PRNewswire/ -- Can power make women successful, defined leaders, and help them continue to enhance the world? Joann M. Eisenhart, Ph.D., senior vice president of human... More

Eight researchers receive grants to accelerate the search for causes, cures
MILWAUKEE, Oct. 21, 2014 /PRNewswire/ -- Today, Northwestern Mutual, through its Foundation, announces the funding of four new Young Investigator grant awards for childhood cancer research. The... More

Report details involvement of small business enterprises and Milwaukee residents
MILWAUKEE, Wis. Oct. 20, 2014 – Northwestern Mutual is on track to meet commitments for construction of the Northwestern Mutual Tower and Commons, according to the first quarterly report submitted... More

A Nashville dentist knew his family would be protected when he received life-changing news
MILWAUKEE, Oct. 20, 2014 /PRNewswire/ -- John Peden was one of those larger-than-life personalities. "When he would walk into a room, it was like all the attention was on him," said his stepdaughter,... More

BOSTON, Oct. 16, 2014 /PRNewswire/ -- Commercial mortgage loans held by life insurance companies returned 2.23 percent in second quarter 2014, down slightly from first quarter's total return of... More

Experts bring private- and public-sector expertise
MILWAUKEE, Oct. 15, 2014 /PRNewswire/ -- Northwestern Mutual has added two multicultural marketing experts to its Diversity and Inclusion team. Jose Gomez, director of diversity and inclusion,... More

MILWAUKEE, Oct. 8, 2014 /PRNewswire/ -- Milwaukee residents are eager to lend a helping hand to improve their communities. Through the Community Connections Small Grants Program, developed through a... More

MILWAUKEE, October 6, 2014 – Northwestern Mutual ranks No. 1 on the Deloitte 2014 Wisconsin 75 – an annual list that recognizes the largest privately held companies in Wisconsin.  While... More

Provides additional choices for retirement savings outside IRAs and 401(k)s to help individuals build their own pension
MILWAUKEE, Oct. 2, 2014 /PRNewswire/ -- American adults are challenged today by longevity risk and many don't feel fully prepared for financial security in retirement, according to Northwestern Mutual's... More

Recipients recognized for academic achievement and involvement in the community
MILWAUKEE, Sept. 30, 2014 /PRNewswire/ -- Statistics show that first-generation, low-income college students are four times more likely to leave higher education after their first year, and nearly... More

Northwestern Mutual to host second multi-city event tour for women who want to learn how to reach their full potential in life
MILWAUKEE, September 29, 2014 -- As women continue to assume leadership roles in business and society, research still shows untapped leadership potential among women and less self-assuredness compared... More

MILWAUKEE, Sept. 18, 2014 /PRNewswire/ -- Hispanics are fairly optimistic about their futures, believing they have the power to make their dreams a reality and that everyone has an equal opportunity... More

Minority populations optimistic for financial future
MILWAUKEE, Sept. 12, 2014 /PRNewswire/ -- Despite differences among various minority populations in the U.S., the majority of respondents in an online Harris Interactive survey commissioned by Northwestern... More

MILWAUKEE, Sept. 4, 2014 – As both longevity and the cost of living continue to increase, Americans may be overlooking a key opportunity to strengthen their financial foundation.  In contrast... More

Northwestern Mutual Launches Campaign with $50,000 Donation to Alex's Lemonade Stand Foundation to Find Breakthrough Cures for Kids with Cancer
MILWAUKEE, Sept. 3, 2014 /PRNewswire/ -- Flashing a cancer survivor tattoo on a bare chest and throwing crutches off of the side of a building, kids protest cancer in a new campaign launching today by... More

Northwestern Mutual study finds death, birds and the bees easier conversations
MILWAUKEE, Aug. 27, 2014 /PRNewswire/ -- When it comes to conversation, Americans would rather talk about their own death and the birds and the bees instead of talking with friends and family about... More

Community celebrates official start of construction of the Northwestern Mutual Tower and Commons
Northwestern Mutual Chairman and CEO John Schlifske and Milwaukee Mayor Tom Barrett today welcomed Milwaukee-area residents and community-based organizations to the company’s downtown Milwaukee campus... More

Company outpaces industry in Selling Power Magazine's 2014 career study
MILWAUKEE, Aug. 20, 2014 /PRNewswire/ -- Northwestern Mutual – a leading financial security company – ranks first in its industry and 9th overall among companies in Selling Power Magazine's... More

Efforts in two years support nearly 3,000 families; year three kicks off with nearly $900,000 in additional funding to Alex's Lemonade Stand Foundation
MILWAUKEE, Aug. 19, 2014 /PRNewswire/ -- The urgent need to find cures for childhood cancer, the leading cause of death by disease in children under 15 years of age, is driving powerful actions... More

Local elementary students to receive stuffed backpacks amidst school kick-off in September
MILWAUKEE, August 18, 2014 – Northwestern Mutual employees donated over 750 backpacks during the company’s 11th Annual Backpack Drive which was held July 28 – Aug 14.  The backpacks... More

High-demand field providing opportunities for post-college career
MILWAUKEE, Aug. 13, 2014 /PRNewswire/ -- As the demand for financial planning in the United States continues to rise, Northwestern Mutual is providing opportunities to thousands of college... More

MILWAUKEE, Aug. 6, 2014 /PRNewswire/ -- Each year the Red Cross responds to nearly 70,000 disasters in the U.S., bringing critical assistance to each affected area. To support the efforts of this... More

Northwestern Mutual webcast features expert on Social Security strategies that can help fund retirement dreams
MILWAUKEE, Aug. 5, 2014 /PRNewswire/ -- While most people plan to use their Social Security as an asset in their retirement, few realize that how they manage it can make all the difference to their lifetime... More

Majority of women happy with lives, but only one quarter feel successful
MILWAUKEE, July 24, 2014 /PRNewswire/ -- While U.S. women hold 50 percent of professional jobs and 35 percent of managerial roles, research points out that this group still doesn't declare themselves... More

Northwestern Mutual offices recognized for dedication to company's signature philanthropy
MILWAUKEE, July 23, 2014 /PRNewswire/ -- According to the Pediatric Cancer Foundation, only 3.8 percent of all cancer research funding allocated by the federal government goes to children, despite the... More

Investment to improve parking structure, provide significant benefits to Milwaukee County
Northwestern Mutual today announced a proposal to purchase O’Donnell Park including the lakefront parking structure and pavilion buildings. The company would make considerable improvements to the... More

MILWAUKEE, July 9, 2014 /PRNewswire/ -- Noting its "extremely strong" competitive position, Standard & Poor's (S&P) affirmed Northwestern Mutual's AA+ financial strength rating. The rating also... More

MILWAUKEE, July 9, 2014 /PRNewswire/ -- According to recent data, one in eight Americans aged 40-60 is a part of the "Sandwich Generation" – a portion of the population simultaneously supporting... More

$2.7 billion sale benefits policyowners
MILWAUKEE, June 26, 2014 /PRNewswire/ -- Northwestern Mutual today announced an agreement to sell the company's subsidiary company, Russell Investments, to the London Stock Exchange Group... More

Northwestern Mutual announces grants to improve three communities, advance child literacy
MILWAUKEE, June 25, 2014 /PRNewswire/ -- Improving the quality of life for Milwaukee residents of all ages stimulates positive change throughout the community. Recognizing this, Northwestern Mutual,... More

Flexibility and independence combined with substantial earnings and growth opportunity attracts recent grads
MILWAUKEE, June 25, 2014 /PRNewswire/ -- This year, more than 1.6 million students are expected to receive a Bachelor's degree.  However,  for many Millennials, this exciting milestone... More

MILWAUKEE, June 23, 2014 /PRNewswire/ -- Northwestern Mutual today announced it has been honored as one of the "100 Best Places to Work in IT" in the United States by IDG's Computerworld. This is... More

Northwestern Mutual to host multi-city event tour for women who want to learn how to reach their full potential in life
MILWAUKEE, June 19, 2014 /PRNewswire/ -- As women continue to assume leadership roles in business and society, research still shows untapped leadership potential among women and less self-assuredness... More

Working Adults and Retirees have Vastly Different Views of the Retirement Experience
MILWAUKEE, June 17, 2014 /PRNewswire/ -- Significant differences exist between the attitudes and expectations of Americans who are currently working vs. those already retired, according to... More

  MILWAUKEE, June 16, 2014 /PRNewswire/ -- NM Neptune, LLC, an indirect wholly owned subsidiary of Northwestern Mutual, has acquired Starwood Energy's 25 percent Class C stake in the Neptune... More

Northwestern Mutual webcast will educate couples on combining finances and creating a sound financial plan
MILWAUKEE, June 13, 2014 /PRNewswire/ -- When couples tie the knot, they might also be saying "I do" to debt, a low credit score and a partner with incompatible savings habits. A new interactive... More

Greater Milwaukee Foundation, the Zilber Family Foundation and Northwestern Mutual team up for Community Connections small grants program
MILWAUKEE, June 4, 2014 /PRNewswire/ -- With the right tools, residents improve their neighborhoods through beautification, community-hosted programming and safety initiatives. To ensure residents... More

60% of Asian Americans hold college degrees, only 18% feel financially prepared for retirement
MILWAUKEE, May 30, 2014 /PRNewswire/ -- Did you know the Asian-American community holds more college degrees (60% vs. 32%) than the average population within the United States, and that 54 percent... More

Study finds Americans prioritize finances second only to health, but few are seeking help
MILWAUKEE, May 28, 2014 /PRNewswire/ -- "Personal finances" and "personal health" are the top two priorities for Americans in 2014, ahead of things like "spending time with family and friends" and "career."... More

Learn how Shaun Silva fulfilled his to help keep the country music world rocking
MILWAUKEE, May 22, 2014 /PRNewswire/ -- Picture this: You're at the top of your game. Your career has been a success. You've earned awards and recognition for your work. Everything you've put into... More

Company expands deep presence in NCAA athletics as part of deal through ESPN that includes television, on-site and digital integration
MILWAUKEE, May 14, 2014 /PRNewswire/ -- Northwestern Mutual announced today it will become the presenting sponsor of the historic Rose Bowl Game beginning in 2015, as part of an expansive partnership... More

Betty Brinn Children's Museum named one of 10 organizations to benefit from grants
MILWAUKEE, May 8, 2014 /PRNewswire/ -- Northwestern Mutual is committed to enhancing its hometown by ensuring it is an inviting and exciting place to live, work and play. To reinforce this commitment,... More

Milwaukee, WI, May 7, 2014 – Northwestern Mutual will serve as a presenting sponsor of the 2nd Annual Forbes Women’s Summit: Power Redefined, The Entrepreneurship of Everything, on May 15 in... More

Northwestern Mutual calls on individuals to take "preventative measures" to protect income
  MILWAUKEE, May 6, 2014 /PRNewswire/ -- Personal health and personal finances are appearing at the top of the priority list for many Americans, according to Northwestern Mutual's 2014... More

Changes support growth in financial planning process offered to clients through financial representatives
MILWAUKEE, May 1, 2014 /PRNewswire/ -- Northwestern Mutual's Board of Trustees has named Rebekah Barsch executive officer, vice president – planning and sales, and David G. Stoeffel, CLU,... More

People Feel They're Moving Slowly in the Right Direction, but the Country as a Whole is "Stuck in Neutral"
MILWAUKEE, April 30, 2014 /PRNewswire/ -- Americans feel slightly better about their financial circumstances today than they did a year ago, yet their optimism is tempered by the need to close a gap... More

#MyHeroMom campaign by Northwestern Mutual to generate up to $50,000 for Alex's Lemonade Stand Foundation
MILWAUKEE, April 29, 2014 /PRNewswire/ -- Moms are heroes and this Mother's Day their acts of love will strengthen the fight against childhood cancer by raising research funds for life-saving cures.... More

32-year company veteran to lead strategic focus on growing field force, delivering financial security to clients
MILWAUKEE, April 24, 2014 /PRNewswire/ -- Northwestern Mutual's board of trustees today appointed Greg Oberland president of the company effective May 1. The move unites responsibility for sales, marketing... More

MILWAUKEE, April 21, 2014 /PRNewswire/ -- A.M. Best Company has affirmed the A++ financial strength rating of Northwestern Mutual and Northwestern Long Term Care Insurance Company. This is the highest... More

Project committed to providing opportunities to local residents, small businesses
MILWAUKEE (April 16, 2014) – Northwestern Mutual today announced the selection of Gilbane Building Co. and C.G. Schmidt Inc. as the general contractor for construction of the 1.1 million-square-foot... More

18-29 year olds are patient, disciplined and risk-averse with their money...just like their grandparents
MILWAUKEE, April 15, 2014 /PRNewswire/ -- It's not just beards, butchers and bicycles that Generation Y – or "Millennials" – are bringing back.  The youngest adults in America,... More

MILWAUKEE, April 11, 2014 – A city thrives when its people are given the tools to succeed, which is why each year, Local Initiatives Support Corporation (LISC) Milwaukee honors corporate and public... More

MILWAUKEE, April 8, 2014 /PRNewswire/ -- The more discipline an individual brings to financial planning, the more financially secure he or she feels in the present, and the greater likelihood they'll... More

Deal includes added Mutual Fund category exclusivity
MILWAUKEE, April 7, 2014 /PRNewswire/ -- Northwestern Mutual announced today it has extended its partnership with the National Collegiate Athletic Association (NCAA®) through 2020, through a deal... More

Outstanding volunteers celebrated during 20th anniversary of Community Service Awards
MILWAUKEE, April 2, 2014 /PRNewswire/ -- Volunteers are rallying their communities across the country in support of nonprofits that are shaping the world for the better. Northwestern Mutual financial... More

Northwestern Mutual study provides insight
MILWAUKEE, April 1, 2014 /PRNewswire/ -- According to the new Elements of Success Study from Northwestern Mutual, three out of four women say they are happy in their lives right now, and this is... More

Each stolen base helps The Ronald McDonald House provide for those fighting childhood cancer
MILWAUKEE, March 31, 2014 /PRNewswire/ -- One in 330 children will be diagnosed with some form of cancer by the time they are 20-years-old[i]. Because treatment plans differ for each of the many forms... More

Los Angeles, CA - On Monday evening at the 2014 International Corporate Citizenship Conference, Northwestern Mutual was announced as the winner of Boston College’s 6th Annual Corporate Citizenship... More

John E. Schlifske named in top five of Glassdoor's annual "50 Highest Rated CEOs" report
MILWAUKEE, March 24, 2014 /PRNewswire/ -- Northwestern Mutual Chairman, President and Chief Executive Officer John E. Schlifske has been named one of the five highest rated CEOs in the U.S. by Glassdoor... More

Milwaukee, WI, March 24, 2014 – This week Northwestern Mutual will serve as a presenting sponsor of the inaugural “Forbes Reinventing America Summit: Leading the Next Industrial Revolution,”... More

"Planning for Success" broadcast special, "Team Confidential" videos among new efforts company is incorporating into March Madness® program
MILWAUKEE, March 17, 2014 /PRNewswire/ -- Northwestern Mutual, an official corporate partner of the NCAA®, today introduced new marketing efforts for the 2014 NCAA Men's and Women's Division... More

#WomanWithAPlan project celebrates Women's History Month
MILWAUKEE, March 10, 2014 /PRNewswire/ -- A recent Northwestern Mutual study polled women across America and found that nearly 85 percent of women view being happy as an integral component of success.... More

Local, small businesses encouraged to seek subcontracting opportunities
MILWAUKEE (March 3, 2014) – Northwestern Mutual today announced it has asked four teams to make proposals to serve as general contractor for construction of the new Northwestern Mutual Tower and... More

MILWAUKEE, March 3, 2014 /PRNewswire/ -- Northwestern Mutual has funded a $140 million mortgage loan for Levi Plaza, a multi-building office campus which serves as the global... More

Record dividend set for 2014; premium revenue up 8 percent; surplus remains strong
MILWAUKEE, Feb. 19, 2014 /PRNewswire/ -- Northwestern Mutual today announced its 2013 financial results, which include a record dividend payout to policyowners expected to exceed $5.2 billion in... More

Proceeds from University of Louisville Championship Floor Sale
LOUISVILLE, Ky., Feb. 16, 2014 /PRNewswire/ -- Northwestern Mutual, an official corporate partner of the NCAA®, made a donation today of $250,000 to Kosair Children's Hospital in Louisville,... More

Webcast will focus on strategies to positively impact finances
MILWAUKEE, Feb. 13, 2014 /PRNewswire/ -- Northwestern Mutual is hosting the sixth webcast in its education series.  Titled, "Three Not-So-Common Ways to Positively Impact Your Finances," this webcast... More

MILWAUKEE, February 10, 2014 – Northwestern Mutual has teamed up with the design architect and development manager for the Northwestern Mutual Tower and Commons to conduct a six-part Master Class... More

MILWAUKEE, Feb. 6, 2014 /PRNewswire/ -- February is known as the month for declarations of love, and according to Northwestern Mutual, the romance should extend to one's wallet as well. Beginning... More

Company recognized on Training Magazine's "Training Top 125"
MILWAUKEE, Feb. 4, 2014 /PRNewswire/ -- Northwestern Mutual today announced that the company's training and development programs have been named among the best in the country, according to... More

MILWAUKEE, Feb. 3, 2014 /PRNewswire/ -- Fitch Ratings has affirmed the AAA insurance financial strength rating for Northwestern Mutual and Northwestern Long Term Care Insurance Company, citing... More

Northwestern Mutual is exploring strategic alternatives, including a possible sale, for its majority ownership in Russell Investments. Russell operates with a high degree of autonomy and has generated... More

Record recruiting goal driven by high-demand for comprehensive financial planning in U.S.
MILWAUKEE, Jan. 15, 2014 /PRNewswire/ -- Northwestern Mutual today announced the most ambitious recruiting effort in the company's 156-year history as it aims to recruit more than 2,700 financial... 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:


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

Betsy Hoylman
Director – Media & Public Relations

Jennifer Ryan
Director – Media & Public Relations

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Assistant Director – Media & Public Relations

Jean Towell
Assistant Director – Media & Public Relations

Peter Balistrieri
Senior Public Relations Consultant

Elizabeth Deluca
Senior Public Relations Consultant

John Gardner
Senior Public Relations Consultant

Amanda Lee
Public Relations Consultant

Shawn Rolland
Public Relations Consultant

Andrea Chavez
Public Relations Intern


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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