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Advanced Planning Library
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2011 Annual Report Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.
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One of the “World’s Most Admired” Companies FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.
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Real life story: the realities of long-term careThe reality of long-term care hits hard. Hear former broadcast journalist Meryl Comer’s personal story about caring for her husband, who was diagnosed with Alzheimer’s disease 17 years ago. |
Dividend AnnouncementNorthwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies. Click here to learn more. |
Build Your Foundation For Life See how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.
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Disability Insurance for Medical Professionals Physicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.
To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center. |
Do you know the impact a long-term care event can have on your financial security in retirement?
Often the financial effects of long-term care expenses resulting from an accident, a chronic illness or a cognitive impairment are overlooked. Learn more about the impact a long-term care event can have on a retirement.
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Go Paperless NMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.
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How Much Would a Future Long-Term Care Event Cost?
Use the LTC Cost Calculator to better understand the potential cost of a long-term care event and how it can vary by age, where the care takes place and the length of care.
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Don't put off tomorrow what you can do today. Expect the unexpected. Don't leave any stone unturned.These are a few phrases we hear every day, but don't think much about. However, in our ever-changing world, all of the above phrases are true when it comes to the importance of preparing your financial future. Don't put off tomorrow what you can do today - It's important to start the financial process now no matter what your age.
Expect the unexpected - A new house, new baby, job change, pay raise all of these things affect your financial future.
Don't leave any stone unturned - See the big picture realize what may work for you today, may not work tomorrow. Be open to reviewing your personal plan a few times a year.
Let David Bernhardt help you achieve a secure financial future.
My Mission
As a Northwestern Mutual Financial Network Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation. By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.
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