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7 Events That Increase Your Need for Life Insurance
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Richard S Wagner III
Financial Advisor|CLU®, CLTC®
Turn your dreams into reality!
Helping you live your best life!
Your financial security is our top priority here at Northwestern Mutual! My team is here to help you through whatever life may bring. We encourage you to contact us directly with any questions or service requests that you may have.
Rich: 336-714-5064 rich.wagner@nm.com
Gina: 336-714-5070 gina.c.turner@nm.com
You can also reach out directly to the Northwestern Mutual service center by calling 866-950-4644 for policy owner services.
Sincerely,
Richard S Wagner III, CLU®, CLTC | Financial Advisor, CA License: #4035809
My Mission
My mission as a Northwestern Mutual Financial Representative is to help you pinpoint your current financial picture and assist you in achieving your future financial goals. I pride myself in providing innovative solutions using world-class insurance services and internationally recognized investment products. With over 35 years in the industry, I have developed many enduring relationships with my clients and hope to continue to do so for years to come.
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, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
Boost your financial knowledge!
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
Alex’s Lemonade Stand Foundation (ALSF) is changing the lives of children with cancer by funding impactful research, raising awareness, supporting families and empowering everyone to help cure childhood cancer.
H.O.P.E of Winston Salem
The Mission of H.O.P.E. Winston-Salem is one of the top cities in the entire United States for hunger in families with children. North Carolina and Louisiana are now the top states for hunger in children ages 0-4. One of every four children in North Carolina has insufficient food to meet nutritional needs! Our mission is to use community-wide volunteer support to prepare and bring nutritious weekend meals to the thousands of children in Forsyth County who are at risk for hunger. You can help!
Member of USTA
The United States Tennis Association (USTA) is the national governing body for tennis in the United States. A not-for-profit organization with more than 700,000 members, it invests 100% of its proceeds to promote and develop the growth of tennis, from the grass-roots to the professional levels. The association was created to standardize rules and regulations and to promote and develop the growth of tennis in the United States. The USTA runs the USTA Billie Jean King National Tennis Center which hosts the US Open every year. The USTA has leagues in most places for adults' skill levels between beginner and pro. The USTA also hosts tournaments across the country every weekend for club players or professionals.
Here are my areas of expertise
Advisory Services
Business Planning
Disability Planning
Estate Planning
Financial Planning
Life Insurance Strategies
Long-Term Care Planning
Retirement Planning & Income Strategies
About me
None of us can predict the future. The best we can do is prepare for it with a plan that anticipates the risks we are likely to face, prepares us for the challenges we need to overcome, and identifies the opportunities we need to seize. Your path to financial security starts with a comprehensive plan that outlines a clear path to achieving success. I will help you create a plan based on your goals and your dreams for the future.