Jeff Carlson
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Office: 704-442-4548

6235 Morrison Blvd
Charlotte, NC 28211-3508

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Northwestern Mutual and Forbes launch the new Fact & Comment page

Forbes

Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

View Scorecard

Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

A Message from Jeff Carlson

"Together, we will clarify your unique financial goals and identify the concrete action steps necessary to help protect you and your family for whatever life brings. I will also help you implement your strategy for achieving a financially secure future for you and your family."
 

 

Expert Guidance and Innovative Solutions 

As a member of the Northwestern Mutual Financial Network, Jeff Carlson has access to some of the most specialized financial expertise in the country. He is able to provide you with high quality risk management and investment solutions from a wide variety of organizations.
 
Helping his clients to achieve financial security with an appropriate mix of expert guidance and innovative product solutions is a very personal matter. Jeff's commitment to you is to call on the full capabilities of the network, drawing upon his own skills and the expertise of qualified specialists to help you meet your personal financial and business goals.
 
Along the way, Jeff hopes to establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.   
 

Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

Click here to read more.

Northwestern Mutual Announces Financial Results 

The company maintains a high dividend payout and financial strength despite market turmoil. 

Click here to read the article.

For additional information visit our article library.

Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF). 

My Mission

To establish relationships of trust with quality individuals, families, and businesses. To work in partnership with my clients; they are all unique success stories.  It is my job to complement their strengths, and to help them prepare for whatever tomorrow brings.

Learn More About Jeff Carlson 

Jeff Carlson receives Top Honor for 2008-2009

Jeff and his wife Anne Brady

Jim Worrell of the Worrell Financial Group of Northwestern Mutual recently recognized Jeff Carlson as the leading Financial Representative for production year 2008-2009 in the Charlotte, NC Network Office.  

Community Involvement 

Jeff Carlson is a member of the Myers Park Presbyterian Church.

Jeff and Anne Brady are affiliated with the Boys and Girls Club of York County in South Carolina and also the Center for Colon Cancer Research at the University of South Carolina . 

Recommended Articles and Links 

These are articles and links that Jeff Carlson feels are helpful and informative to his clients. 

 

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 Jeffrey P. Carlson, CLU, ChFC