Northwestern Mutual

Studies and Research

Northwestern Mutual periodically researches people's attitudes, perceptions, motives and behaviors toward certain financial issues.

Planning & Progress Study 2017

New research explores Americans' perspectives and behaviors toward money, financial decision-making, and how various issues impact their long-term financial security.

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C.A.R.E. Study 2017

New research uncovers a number of surprising insights into the emotional and financial implications of delivering care to an elderly relative or friend.

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Planning & Progress Study 2016

New research seeks to provide unique insights into U.S. adults’ attitudes and behaviors towards money, financial decision making, and the broader landscape issues impacting people’s long-term financial security.

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Planning & Progress Study 2015

Northwestern Mutual explored Americans' attitudes and behaviors toward finances and planning.

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Planning & Progress Study 2014

Northwestern Mutual again explored the state of financial planning in America today to obtain insights into people's attitudes and behaviors.

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C.A.R.E. Study 2015

New research uncovers a number of surprising insights into the emotional and financial implications of delivering care to an elderly relative or friend.

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Long-Term Caregiving Study 2014

Northwestern Mutual sponsored a study looking at how prepared Americans are when it comes to long-term care planning.

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Long-Term Caregiving Study

This study looks at the personal and financial implications that long-term care (LTC) events have on caregivers and their families.

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Cost of Long Term Care Study

The Long Term Care Group, Inc. conducted customized Cost of Care research in specific regions across the U.S.

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Elements of Success Study 2014

Northwestern Mutual sponsored this study to examine U.S. adults’ perceptions of their personal and financial success.

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American Reality Study

This study helps gain insight into how Americans handle the economic, political and social changes taking place.

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7 Financial Habits Study

Northwestern Mutual conducted a study exploring the connections between financial and physical fitness.

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Life Insurance Awareness Poll

Northwestern Mutual sponsored a poll to learn attitudes of Americans toward life insurance and financial planning.

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State of Planning in America Study

Northwestern Mutual sponsored a series of research exploring what type of planners people are and more.

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“Stick with It” Study

Northwestern Mutual sponsored The “Stick with It” Study to gauge Americans’ goal setting, self-discipline and financial tenacity.

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Long-Term Care Awareness Study

Northwestern Mutual sponsored a poll highlighting the attitudes and motivations of Americans for planning for long-term care.

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  • News Releases
  • Executive Bios
  • Tools and Resources
  • Media Contacts
  • Multimedia

News Releases

  • 70% of Americans Identify as Middle Class Despite a Prolonged Decline in Middle-Income Households in the US

    MILWAUKEE, June 21, 2017 /PRNewswire/ -- Seven in 10 (70%) American adults aged 18+ consider themselves part of the middle class, according to new findings from Northwestern Mutual's 2017 Planning & More

  • Commercial Mortgage Returns Up in First Quarter 2017

    BOSTON, June 15, 2017 /PRNewswire/ -- Returns on private commercial mortgage investments owned by life companies rebounded from fourth quarter 2016's loss of 2.72 percent to generate a total return of More

  • Northwestern Mutual Named Fifth Largest Independent Broker-Dealer on Financial Planning's FP50 List

    MILWAUKEE, June 14, 2017 /PRNewswire/ -- Northwestern Mutual has been ranked the fifth largest independent broker-dealer (IBD) according to Financial Planning magazine's 2017 FP50 list , which ranks More

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Executive Bios

  • John E. Schlifske
    Chairman and Chief Executive Officer

    John E. Schlifske is chairman and chief executive officer of Northwestern Mutual and a member of the company’s Board of Trustees. After joining Northwestern Mutual in 1987 as an investment specialist, Schlifske moved from portfolio manager to senior executive overseeing a variety of the company's investment operations. He later headed different parts of the company’s business operations.

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  • Gregory C. Oberland
    President

    As president of Northwestern Mutual leading the Career Distribution, Sales and Marketing function, Gregory C. Oberland is responsible for the company’s strategy of growing and enhancing its field force and delivering financial security to clients. Oberland joined Northwestern Mutual in 1982 as an attorney. He has held numerous executive-level positions with increasing responsibility for a variety of product line and operational areas, including disability income, life underwriting, policyowner services and information systems.

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  • Joann M. Eisenhart
    Senior Vice President – Human Resources

    As senior vice president – human resources, Joann M. Eisenhart leads the People Function, which includes human resources, campus & event experiences, and strategic philanthropy & community relations departments. Prior to joining Northwestern Mutual in 2011, Eisenhart was senior vice president of Human Resources at Pfizer, Inc., where she led a global human resources team that supported more than 100,000 employees worldwide.

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  • Michael G. Carter
    Executive Vice President and Chief Financial Officer

    As executive vice president and chief financial officer, Michael G. Carter is responsible for the company’s financial management functions, strategic planning and enterprise risk management oversight. Carter joined Northwestern Mutual’s law department in 1994 and went on to serve in a number of executive leadership roles in operations, planning and distribution. Since 2008, he has served as the company’s chief financial officer. Prior to joining the company, he was an attorney with Quarles & Brady in Milwaukee.

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  • John M. Grogan
    Senior Vice President – Insurance Products and Client Services

    As senior vice president – insurance products and client services, John M. Grogan is responsible for the overall strategy and performance of the company’s insurance businesses, and for support and servicing of Northwestern’s insurance and investment clients. This includes overall leadership responsibility for the Life, Disability, Long-Term Care and Annuity product lines, and for the transformation of the client service experience through the New Business, Insurance and Annuity Client Services, Policy Benefits, Risk Selection Strategy, and Product Services departments. Grogan joined Northwestern Mutual as an attorney in 1992. He has a broad background as a company attorney, as well as having agencies and product experience, including leading the Field Services and Support and Disability Income departments. He also served as chief executive officer of the Northwestern Mutual Wealth Management Company during the financial crisis.

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  • Raymond J. Manista
    Senior Vice President – General Counsel and Secretary

    As senior vice president – general counsel and secretary, Raymond J. Manista is responsible for the company’s law and public affairs function, including the law, communications, enterprise compliance, and government relations departments. Manista has held various leadership roles since joining Northwestern Mutual in 1998, including vice president - corporate planning, and vice president – Litigation Counsel. Prior to joining the company, he was a shareholder at Godfrey & Kahn, S.C., in Milwaukee, where he practiced commercial litigation.

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  • Ronald P. Joelson
    Executive Vice President and Chief Investment Officer

    As executive vice president and chief investment officer, Ronald. P. Joelson oversees management of the company’s more than $200 billion general account investment portfolio, which supports the company’s surplus and its insurance and annuity products. Joelson is responsible for the company’s four investment departments: Public Investments, Northwestern Mutual Capital, Northwestern Mutual Real Estate and Investment Strategy. Prior to joining Northwestern Mutual, he served as chief investment officer of two global insurance companies: Genworth Financial and Prudential Financial.

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  • Timothy G. Schaefer
    Executive Vice President – Client and Digital Experience

    As executive vice president – client and digital experience, Timothy G. Schaefer is responsible for Northwestern Mutual's overall client experience, digital strategy and technology. Since joining Northwestern Mutual in 1988 as a programmer in the information systems department, Schaefer has held several leadership roles in policyowner services, life benefits and information systems, including the role as chief information officer and executive vice president of operations and technology.

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Tools and Resources

We’re helping people plan for their financial security so they can get more out of life. Learn how we’re helping people reach their goals in our Annual Report stories below. For a more interactive online experience, check out the tablet version of our report.

Download the Company Fact Sheet Download Disability Insurance Fact Sheet Download Fact Sheet: The State of Long-Term Care Try Our Tool Social Security Simplified
fact-sheet

Media Contacts

Thank you for visiting Northwestern Mutual’s online News Room. If you’re a member of the media, please contact us via phone or email:

800-323-7033
mediarelations@northwesternmutual.com

A member of the public relations team will respond to your inquiry at our earliest convenience.

Multimedia

Videos/Animations

  • Flexibility of life insurance



  • 30 year vacation



  • Happiness in retirement



  • Work in retirement