The year was 1859. An ox and a passenger train collided just outside of Johnson Creek, Wisconsin,
and two of our policyowners were killed in the wreck. The claims totaled $3,500, which is $1,500 more than
our two-year-old company had on hand. Then President Samuel S. Daggett and his fellow trustees
personally borrowed the money to settle the claims, proving that our dedication to our clients is as old as
the company itself.
When people feel better about their money, good things happen—they become more confident and feel more secure. Taking away the everyday financial stress that most people experience (1 out of every 3, in fact), helps them breathe easier, sleep better, and feel happier.1 That's why Northwestern Mutual exists. It's why we do what we've been doing for the last 160 years.
Being a mutual company means we've been there for our clients since day one — and will continue to be — because we report to them, not Wall Street. Instead of having to worry about short-term gains, we take a long-term approach—both in the way we help people plan, and in the way we do business. This has served our clients well through all kinds of economic ups and downs—even the 2008-2009 financial crisis.2 Mutuality also means that our policyowners get to be a part of our company and may benefit from annual dividends.3 So when we do well, you do well, too.More about Our Approach to Financial Planning
As a mutual company, we don't have shareholders—we report to our policyowners.
The number of people we're proud to call clients, and who put their trust in Northwestern Mutual.
The percentage of our clients who stay with us year over year.
The amount in dividends we expect to pay our policyowners in 2017.
The amount paid to our policyowners, or their beneficiaries, in life, disability, and long-term care insurance claims, in 2016.
The number of years we've been there for our clients—through depressions, downturns, and two World Wars.
A++, Aaa, and AA+ —we've earned the highest financial strength ratings of any life insurer from all four major credit rating agencies.4
We're one of the Top 5 U.S. Independent Broker-Dealers5
The amount we've contributed to fund research for children fighting cancer, and support for their families.
Our financial advisors are here to help you build
financial security. And help you get to your next goal. And the next.
1Northwestern Mutual Planning and Progress Study, 2016
2"Northwestern Mutual is a mutually owned company, which Fitch views as positive to the ratings. During the 2008-2009 financial crisis, Northwestern Mutual and most other mutual companies clearly benefited from having stronger capital buffers and less aggressive operating strategies than many stock peers that were more focused on growth and return targets."--Fitch Ratings, May 2016
3SNL Financial, 2017. Dividends are reviewed annually and are not guaranteed.
4Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Northwestern Mutual's ratings: A.M. Best Company A++ (highest), April 2017; Fitch Ratings AAA (highest), July 2017; Moody's Investors Service Aaa (highest), July 2017; S&P Global Ratings AA+ (second highest), June 2017. Ratings are subject to change.
5Northwestern Mutual Investment Services has been ranked among the Top 5 independent broker-dealers, as measured by total revenues, by Financial Planning magazine, June 2017.