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These are my areas of expertise which I will use to provide you with customized recommendations that will help you make financial decisions you feel good about. |
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Personal Needs Analysis |
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Financial security is often a major objective in each of our lives. How financial security is defined varies from family to family and individual to individual. Through a personal needs analysis, I will let you know where you stand relative to where you want to be, and provide you with specific solutions that can help make your goals a reality. |
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Investment Services |
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Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. As a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), I can offer you access to a wide range of investment products and services. I will work with you to develop investment solutions aimed at meeting your financial objectives. |
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Long-Term Care Insurance |
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When looking towards the future, there is more to consider than just life insurance and retirement solutions. You may also be faced with needing additional care at some point. Let me help you prepare for this situation with long-term care insurance. |
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Annuities |
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An annuity provides an income, payable at fixed or variable intervals, either immediately or at a future date. I can show you how you can use an annuity to secure a source of income for retirement to supplement your future financial needs. |
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Disability Income Insurance |
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Disability insurance protects one of your most valuable assets-your ability to earn an income. A disability could suspend or terminate your income for an extended period of time. It may force you to close your business. With my expertise in disability insurance, I am able to recommend disability insurance products from Northwestern Mutual. |
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Asset & Income Protection |
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Assets that take years to accumulate can be consumed in a fraction of the time after a breadwinner dies or when an individual requires specialized care on an extended basis. Life insurance policies are designed with different needs in mind. Whether you are looking for temporary protection, lifelong protection, an efficient transfer of assets through your estate, or cash value accumulation, my expertise in personal life insurance can help you protect what's important to you, secure your future and improve your life. |
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In addition to my expertise, The Network offers me access to financial experts and specialists with their own areas of expertise. I can call upon these individuals as needed for recommendations and assistance. With access to a broad spectrum of financial knowledge, I can focus on ensuring you receive the help you need to meet your goals. |
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