Professional

As an Estate and Business Planning Specialist for Northwestern Mutual, Jeff Gilliam has grown to be an expert in his field in the past 18 years.

He is able to understand the specific needs of families and business owners and focuses on meeting these needs through his knowledge of insurance and investment planning. He specializes in education, retirement and asset allocation investment planning along with life, disability, long term care and annuity planning.

Designations and Certifications

Chartered Life Underwriter (CLU®)

The CLU® designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For Financial Representatives such as Jeff Gilliam, as well as field managers and others involved in providing life insurance products to the public, the CLU® designation is the common bond for continuing growth and commitment to professionalism.

Chartered Financial Consultant (ChFC®)

The ChFC® Program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC® program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their clients.

Awards and Recognition

  • Million Dollar Round Table Qualifying Member 1997, 1999-2006
    • 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

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.

Visit partner website

Alex's Lemonade Stand logo

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.

Visit partner website

Beads of Courage logo

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.

Downtown Milwaukee, WI Skyline