For those individuals currently unhappy with their CD investments, Northwestern Mutual Investment Services, LLC (NMIS) offers a transfer service.
NMIS will contact your current financial institution and handle the process of transferring your funds upon maturity.
- Fill out a one-page transfer form available from your Northwestern Mutual Financial Network Representative.*
- Indicate on the form if your CD is in an IRA. This will ensure your funds are transferred into a qualifying IRA.
Once the funds are received, you and your Financial Representative can decide how to reinvest the funds to meet your investment objectives.