Northwestern Mutual Primary Products

Planning products

Our advisors connect your finances to what you want out of life and create a plan designed to make it happen, revealing possibilities while protecting you from the unexpected—today and every day after.

  • A personalized plan that brings all aspects of your financial life together,
  • A strategic mix of insurance and investments working together for your goals,
  • Your go-to financial expert who helps keep your big picture, and dreams, in focus.
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Our financial advisors help protect your family and keep your goals on track with insurance designed to give you financial flexibility, protect your income, and more.

  • Life insurance,
  • Disability insurance,
  • Long-term care.
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Our financial advisors show you how to make smart money moves, no matter what the markets do—giving you the confidence to go for your dreams.

  • Investment and retirement strategies,
  • Wealth management,
  • Exclusive market commentary.
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Here to guide your next step.

Our advisors can get you closer to your dreams—showing you the right financial steps to take today and in the days to come. Here's what you can expect when you work with one:

  • Answers to the questions you have, and the ones you never knew you had
  • Help seeing your financial blind spots and ways to account for them
  • A judgment-free, pressure-free environment
  • Jargon-free conversations
  • A financial partner who sees where you are now and where you want to go

What you get when you work with us:

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An expert to partner with

Someone who understands what's most important to you today and in the days to come. Who thinks of all the what-ifs so you don't have to, guiding you as your life and goals change.

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A plan tailored to your life

You'll get a free, personalized plan that balances your current, and future, priorities. It puts all of the pieces of your financial life in one place, so you can make the best financial choices today and every day after.

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Best-in-class products and services

NerdWallet ranked us number one on their list of Best Life Insurance Companies1 and we're a Top 5 Independent Investment Broker-Dealer.2 That means the right life insurance and investments in one strong financial plan built for any economic environment.

Strength and stability you can count on:

A++ financial strength rating

AAA, Aaa, and AA+ maintaining the highest financial strength ratings of any life insurer from all major rating agencies during this pandemic3

Awarded in the Insurance category: Life & Health industry, Fortune® Magazine's annual survey, 2017

Top 5 ranked investment service

ranked among the top U.S. Independent Investment Broker-Dealers2

Ranking for Northwestern Mutual Investment Services LLC, Financial Advisor magazine and InvestmentNews, May 2020

$6.5B in dividends expected to be paid in 2022

in dividends expected to be paid in 20224

Dividends are reviewed annually and are not guaranteed.

You have questions, we have answers.

What is a financial plan, exactly?

A financial plan helps you make the most of what you have, no matter how much you have, so you can live the life you've always wanted. It takes into account all of your goals and shows you exactly where to spend your money, where to save, and for how long. Find out how we approach financial planning.

Get started on your plan.

What does a financial plan cost?

For the most part, our advisors will design a free financial plan for you. However, some advisors may charge a fee for certain types of planning, but they'll let you know up front.

Get started on your plan.

How can a financial advisor help me?

Our financial advisors will look at your big picture. They'll think of all the what-ifs so you don't have to and guide you through life events big and small, like paying for college, buying a house, getting married, having a baby, adopting a child, retiring or inheriting assets. Get a feel for what it's like to work with our advisors.

To get started on a plan connect with an advisor.

What makes your insurance products better?

At Northwestern Mutual, our recommendations are based on your priorities and what you can afford—so you only get the types of insurance you need, and nothing you don't. And with the highest financial strength ratings in the insurance industry3 and 162 years in this business, we'll be here when you need us.

Get started to learn more about what insurance fits your needs.

How can your advisors help me reach my investing goals?

Most companies focus on short-term gains, we look at your financial big picture to help you get to your goals. Our unique approach brings investments and insurance together to help you grow your wealth while protecting everything you've worked so hard for. Plus, all our financial advisors have ongoing support of our Wealth Management Investment Team which includes CFA® charterholders and experts who provide ongoing thought leadership and market insights.

Connect with an advisor to find out how you can take your investments to the next level.

How is Northwestern Mutual combating racism and inequality?

We are committed to a culture of inclusion and respect—one that applies the collective ideas, opinions, and creativity of our diverse workforce to deliver the innovative financial solutions our clients need. We're dedicated to fostering an environment where our employees, advisors, clients, and communities feel recognized and respected. Find out more about the steps we continue to take to create a diverse and inclusive culture.

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Ready? Let's get started on your plan.