Jay M DeFinis CLTCFinancial Advisor |
|||||||||||||||
|
|||||||||||||||
Sign Up for My E-mail NewsletterStay informed on the latest financial security news you can use to help guide your future. Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessCalculatorsClient CenterAdvanced Planning
|
|||||||||||||||
Northwestern Mutual Expects to Pay $4.6 Billion in Dividends to Policyowners in 2009The Northwestern Mutual Life Insurance Company will continue to lead the industry in total life insurance dividends paid in 2009 - crediting their long term investment strategy, strong operating fundamentals, and capital strength for delivering exceptional value to policy owners.
Welcome to the expanding Team DeFinis When it comes to helping you reach your goals, the best service anticipates your needs. That's why I have enhanced my practice by becoming part of a team. Michael Davis and I have combined our talents and resources to provide more of the exceptional service and support you deserve. And now, we're EXPANDING! In January of this year, I asked Brett Ketvertis to join our team as well. Together, the three of of us have well over 30 years of combined experience to provide you the exceptional service and support you deserve. Leveraging complimentary skills and expertise, our team focuses on Asset and Income Protection, Retirement Solutions, and Personal and Business Needs Analysis. We work hard to get to know you and your preferences. In doing so, our goal is to help you navigate the world of financial opportunities, make informed choices about managing your hard-earned money, and to help create the secure future you want for yourself and your loved ones. To learn more about our team members, click on My Team. Each of us has a unique background and set of skills - all of us share the same commitment to serving your needs. Mike Davis, Brett Ketvertis and I look forward to speaking with you soon. Jay M. DeFinis Articles of Interest Team DeFinis recommends the following articles:
My MissionAs 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.
Northwestern Mutual Financial NetworkWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
|||||||||||||||
|
Legal Notice | Online Privacy Statement | Customer Privacy Notice © 2008, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor.
Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries and affiliates. Jay M DeFinis is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 1801 E 9th St Ste 800, Cleveland, OH 44114-3103, 216-241-5840, a wholly-owned company of NM, broker-dealer and member FINRA (www.finra.org) and SIPC. NM and the JCE Financial Group are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.
The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.
Jay M DeFinis is primarily licensed in Ohio and may be licensed in other states.
CA License: #0D91763 |
|||||||||||||||