Northwestern Mutual

Studies and Research

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

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.

Learn More

Planning & Progress Study 2015

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

Learn More

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.

Learn More

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.

Learn More

Long-Term Caregiving Study 2014

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

Learn More

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.

Learn More

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.

Learn More

Elements of Success Study 2014

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

Learn More

American Reality Study

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

Learn More

Financial Realities Study

Northwestern Mutual sponsored this study to explore how Americans responded to the economic landscape that existed in 2010.

Learn More

7 Financial Habits Study

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

Learn More

Life Insurance Awareness Poll

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

Learn More

State of Planning in America Study

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

Learn More

“Stick with It” Study

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

Learn More

Long-Term Care Awareness Study

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

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

News Releases

  • Northwestern Mutual Announces Venture Capital Commitment

    MILWAUKEE, Jan. 12, 2017 /PRNewswire/ -- Northwestern Mutual announced today it has designated $50 million to form Northwestern Mutual Future Ventures which will engage startups whose technologies have More

  • Private Commercial Mortgage Returns Down in Third Quarter 2016

    BOSTON, Jan. 4, 2017 /PRNewswire/ -- Returns on commercial mortgage loans held by life insurance companies fell in third quarter 2016, generating a 1.05 percent total return compared with 2.27 percent More

  • Northwestern Mutual 128th Rose Parade® Float "Waves of Hope" Awarded Animation Trophy

    MILWAUKEE, Jan. 2, 2017 /PRNewswire/ -- Northwestern Mutual's "Waves of Hope" float was awarded the Animation Trophy at the 128th Rose Parade presented by Honda in Pasadena, Calif. The award More

See All News

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 its investment operations. He later headed different parts of the company’s business operations.

    Download high-res image Download pdf of bio

  • Gregory C. Oberland

    Gregory C. Oberland is president of Northwestern Mutual and leads the company’s agencies, sales and marketing function. In this role, he 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.

    Download high-res image Download pdf of bio

  • Joann M. Eisenhart
    Senior Vice President – Human Resources

    As senior vice president–Human Resources, Joann M. Eisenhart leads the human resources, facilities and philanthropy function, which includes the Human Resources, Facility Operations, 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.

    Download high-res image Download pdf of bio

  • 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.

    Download high-res image Download pdf of bio

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

    As senior vice president–Insurance and Investment Products, John M. Grogan is responsible for the overall strategy and design of the company’s integrated suite of insurance and investment products. This includes overall leadership responsibility for the Life and Annuity Products, Disability Income, Long-Term Care, and Product Finance departments, and for the Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services. 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.

    Download high-res image Download pdf of bio

  • 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, Compliance/Best Practices and Government Relations departments. He also chairs the company’s Executive Leadership Team. Manista has held various leadership roles since joining Northwestern Mutual in 1998, including vice president–Corporate Planning, where he oversaw the company’s strategy development and 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.

    Download high-res image Download pdf of bio

  • 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 $174.0 billion general account investment portfolio, which supports the company’s surplus and its insurance and annuity products. Joelson is responsible for the company’s three investment subsidiaries: Mason Street Advisors, LLC; Northwestern Mutual Capital, LLC; and Northwestern Mutual Real Estate Investment, LLC. Prior to joining Northwestern Mutual, he served as chief investment officer of two global insurance companies: Genworth Financial and Prudential Financial.

    Download high-res image Download pdf of bio

  • 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. He is also a member of the company's Executive Leadership Team.

    Download high-res image Download pdf of bio

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

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:


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



  • Flexibility of life insurance

  • 30 year vacation

  • Happiness in retirement

  • Work in retirement