C Carey Shook
Financial Representative|CLU®, ChFC®
Professional
I began in the insurance business in 1978. In 1980 I joined Northwestern Mutual.
Throughout my career I have strived for professionalism, attaining the Chartered Life Underwriter (CLU®) designation from The American College.
Membership in Professional Organizations include:
- Past President of the Fringe Benefit Planning Council of the Palm Beaches
- Past President and member of the Palm Beach County Estate Planning Council
- Member of the East Coast Planning Council
- Member of the Norton Museum Planned Giving Council
- Additionally I have been a member of the Million Dollar Round Table since 1987.
Years of Experience
Representing Northwestern Mutual since 1980.
Education
- Bachelor of Arts in Psychology from Wittenberg U
- Chartered Life Underwriter from The American College
Awards and Recognition
- Million Dollar Round Table Life Member 2001, 2003, 2005-2007, 2009-2015, 2017-2020
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying/Life Member 1997-2000, 2002, 2004, 2008, 2016
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Quality Award 1985, 1987, 1989-1996, 2003, 2005
- Award recognizing persistency and performance
- National Sales Achievement Award 1983-1990
- Award recognizing performance
Personal
Carey was born and grew up in in Piitsburgh Pennsylvania. He graduated from Wittenberg University, Springfield, Ohio with a BA in Psychology in 1975. He is a member of Lamda Chi Alpha fraternity.
He moved to Florida in 1977,where he met his wife Lori. Thet have two daughters, Allison and Kathie.
Carey is an avid scuba diver and former instructor. He spends much of his free time on local Florida reefs . He enjoys both underwater still and video photography.
Lori and Carey are members of First Presbyterian Church in North Palm Beach.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
