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A Word of Caution About Market Timing
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The process of achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams and help you create a personal financial plan that will evolve with you over time.
I work with my clients to ensure they have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals and protect the people and things they care about most.
Best Life Insurance Company, 20211
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid to policyowners in 2022.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
1 ©2017-2021 and TM, NerdWallet, Inc. All Rights Reserved.
2 Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2020 revenue. Sources: Financial Advisor and InvestmentNews, April 2021, Financial Planning, August 2021.
3 Dividends are reviewed annually and are not guaranteed. Some policies may not receive dividends in a particular year or years even while other policies receive dividends. For universal life products, in lieu of dividends, experience is reflected through changes to nonguaranteed charges and credits.
4 Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), May 2021; Fitch Ratings, AAA (highest), December 2021; Moody's Investors Service, Aaa (highest), December 2021; S&P Global Ratings, AA+ (second highest), July 2021. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.