James M Morgan III CLU®, ChFC, CFP®Financial Representative |
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Office: 336-510-5402 333 N Greene St Ste 400 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
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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. Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated. That is where I come in. I take the time to get to know you and your preferences. I can help you anticipate and prepare for the bestand worst scenarios. The relationship I establish with you enables me to focus on your needswhat you want for your family and what you are currently doing. My MissionAs a Northwestern Mutual Financial Network Representative, in all situations Jim Morgan will make those recommendations which he would do for himself and his family if faced with a similar situation. Jim Morgan matches your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, Jim Morgan will do his best to help you protect and provide for those people you care about most. Jim 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 he would expect for himself.
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. |
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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. James M Morgan III 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, 4020 Westchase Blvd 2nd Floor # 275, Raleigh, NC 27607-3938, 919-834-7772, a wholly-owned company of NM, broker-dealer and member FINRA (www.finra.org) and SIPC. NM and the Northwestern Mutual Financial Network - Greensboro 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.
James M Morgan III is primarily licensed in North Carolina and may be licensed in other states. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements. |
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