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7 Events That Increase Your Need for Life Insurance
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Financial planning for your business and family
Most successful businesses are created with an idea and grown with hard work. But it takes foresight and a comprehensive plan for these businesses to outlive their founders. Working side by side with your attorneys, accountants, and bankers while making sure to keep up to date with any tax or legal changes ensures your personal and business's financial security.
My team of experts and I can help by identifying your financial planning needs, and then addressing those needs with a wide range of insurance and investment solutions to create a personalized plan unique to you.
The Northwestern Mutual Way
The ambition of The Northwestern has been less to be large than safe; its aim is to rank first in benefits to policyowners rather than first in size. Valuing quality above quantity, it has preferred to secure its business under certain salutary restrictions and limitations rather than to write a much larger business at the possible sacrifice of those valuable points which have made The Northwestern pre-eminently the policyowner’s Company.
EXECUTIVE COMMITTEE – 1888
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
