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7 Events That Increase Your Need for Life Insurance
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The starting point of any financial conversation is with you. I’m here to listen to you tell me about your life, your family, your priorities, and your goals. I will educate you on your options in a judgment-free, pressure-free environment without a hard-sell and a lot of confusing jargon. Here’s our process:
• Look at where you are now and identify where you want to be
• Develop and implement a personalized plan
• Accountability to keep you on track to your goals
• Consistent reviews to make any necessary adjustments as your life situations change
No matter where you’re starting from financially, my team and I are committed to providing you with exceptional, professional service to bring your big picture into focus.
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.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4