Personal

Rajer and Kathy are married and have been working together since Rajer began his career. They have two children, Hailey and Justin.

 

Rajer, along with his children, is very active in martial arts.  Rajer is a fourth-degree black belt in Tae Kwon Do and is a master instructor.  Rajer is also passionate about coaching baseball.  He has coached a number of teams both in-house and travel.  Rajer has also helped create and establish various baseball leagues in the western suburbs of Chicago.  He focuses on increasing the confidence and skills of those he coaches.  Additionally, Rajer enjoys yoga, reading, and spending time with his family.

Professional

Rajer Shah has 25+ years of experience with the Northwestern Mutual-Chicago.

Rajer and his wife, Kathy, who currently functions as coach/mentor to Rajer's team, worked together to build the practice from the ground up, establishing long-term client relationships, strictly on a referral basis.

He has earned the following designations:

Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Chartered Financial Consultant

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Certified in Long Term Care

The "Certified in Long-Term Care" (CLTC) program is the long-term care insurance industry's only independent professional designation. Created in 1999, the course is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients.

Associations and Memberships

Rajer Shah has been a member of the Chicago Estate Planning Council a leading source of information on estate analysis and techniques. He also participated at the local and national levels in the National Association of Insurance and Financial Advisors.

Years of Experience

Representing Northwestern Mutual since 1989.

Awards and Recognition

  • Million Dollar Round Table Life Member 2014-2015
    • 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 Provisional Member 1991
    • 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 Member 1992-1999
    • 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 2000-2013, 2016-2022
    • 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 Association of Insurance and Financial Advisors Quality Award 2011-2016
    • Award recognizing commitment to excellence in service to clients and industry
  • National Quality Award 1992, 1994-2010
    • Award recognizing persistency and performance
  • National Sales Achievement Award 1992-2010
    • Award recognizing performance

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

LaGrange Babe Ruth

Rajer has been very active over the last ten to fifteen years with local baseball leagues in the role of team manager and league development. He has coached over twenty-five different teams over the last ten years. He has also been on the board of four different leagues and had created his own travel team. Rajer's passion is helping kids to increase their confidence and skills. As a coach, Rajer focuses not only on improving his player's baseball skills, but also on developing their confidence and academic performance. Rajer is currently on the board of LaGrange Babe Ruth and focuses on coaching, marketing, league improvement and fund raising.

Best Friends Animal Sanctuary

Rajer and his family are passionate about their charitable involvement, particularly those benefitting the well-being of animals. He has been active with Best Friends Animal Sanctuary in Kanab, Utah.

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