Expertise

As part of Northwestern Mutual, our financial representatives draw from a wide range of resources to offer clients customized solutions that will help meet their individual financial needs. We provide innovative solutions using world-class insurance services and internationally recognized investment products. With life insurance, disability income insurance, education funding alternatives, retirement solutions, estate analysis, and business needs analysis, the representatives of Northwestern Mutual's Utah offices can create a personalized and flexible approach that incorporates complementary financial solutions for each of their clients.


Clients rely on the knowledge and insight of their representatives for guidance and an approach that is versatile enough to accommodate life’s changing situations. Having expert resources to draw upon is the key to our representatives’ success. Representatives work in collaboration with our team of expert advisors and specialists.


Life Insurance


Many people realize that they need life insurance. And, many people have opinions about what type of life insurance they prefer. I regularly help people determine how much life insurance they need and what types or combination of types of coverage are best suited to help them further their own objectives. A well constructed life insurance policy can be a valuable part of your overall financial security plan.

 


Retirement Planning


Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. Becoming a retiree doesn't mean retirement planning ends. Spending your retirement assets can actually be more complex than building them. The investment and savings strategies you used to accumulate wealth may need to be adjusted as you prepare for and enter retirement.

 


Long Term Care


After a lifetime of work and proper preparation, a secure retirement should be your reward.  However, that security may be affected by your ability to stay healthy. Many people would agree that a significant factor is their health. That is why it's important to ensure that if you are ever faced with an extended illness, you have options available, especially in receiving the kind of care you need. 

Disability Insurance


Disability income 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.

 

 

 

 


Business Planning

What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? As a business owner, you know that your presence on the job is crucial. Securing the right kind of business protection can be complicated.

 

 

 


 

Internships

As a financial representative intern, you'll get real-world job experience as you discover a career with flexibility and rewards.

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Looking for a supportive team atmosphere that will provide guidance and mentorship? Do you not just want an internship, but one where you can truly make an impact on others? Need one that works around your school schedule?

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 21 Straight Years

- Vault Guide to Internships, 2017 edition

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck