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My Networks
Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessCalculatorsClient CenterAdvanced Planning LibraryNorthwestern Mutual's Advanced Planning Library is a powerful legal research tool. |
Dividend AnnouncementNorthwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies. Click here to learn more. Build Your Foundation For Life
Disability Insurance for Medical Professionals
To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center. Seeking Permanent Life Insurance with the Best Long-Term Value?Northwestern Mutual is the company to consider based upon data compiled by Blease Research in its Full Disclosure 2011 Whole Life Edition. Get the details here. Northwestern Mutual Named #1
See why we’re ranked #1 in the world. 2010 Annual Report
Our interactive report features clients who talk about the steps they’ve taken with the help of their financial representatives to achieve a financially secure future. View Interactive Annual Report 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 Carlson'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 Carlson hopes to establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.
Northwestern Mutual Announces Financial ResultsThe 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 DownturnNorthwestern 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).
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My Mission"My mission is to work in partnership with my extraordinary clients. These are all unique success stories. I feel it is my job to complement their strengths, and to help them prepare for whatever tomorrow brings." Learn More About Jeff CarlsonCommunity 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 LinksThese 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
Steve Forbes and John Schlifske on
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© 2012, 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 is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Jeffrey Peter Carlson 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, 6235 Morrison Blvd, Charlotte, NC 28211-3508, 704-365-2014, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and the Northwestern Mutual Financial Network - Charlotte 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. Jeffrey Peter Carlson is primarily licensed in North Carolina and may be licensed in other states. CA License: #0F44452 AR License: #367416 Certified Financial Planner Board of Standards Inc. 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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Northwestern Mutual hosted a speaker series with Steve Forbes, chairman and editor in chief of Forbes Media and John Schlifske, Northwestern Mutual chairman and CEO. Forbes and Schlifske discussed their thoughts on the economy, the markets, and how individuals and business owners can ensure financial security in the new normal. The event was part of a three day, seven-city tour and saw over 4,000 attendees in total. The Charlotte event, which took place at The Ritz Carlton, had over 400 in attendance.