Professional

Before Jeff can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Jeff.

Jeff's Philosophy

Jeff Carlson has been described as having his life filled with goals and achievements.  His high energy level allows him to devote the hours needed to consider every option to meet his clients' needs. 

Jeff describes himself as energetic, yet cautious . He also maintains an extremely high ethical standard.  Jeff is dedicated to work and family, and is always looking forward to what lies ahead. 

Review the Experience and Accomplishments of Jeff Carlson 

Designations

Jeff Carlson joined Northwestern Mutual as a Financial Representative in 2000. 

He has earned the Chartered Life Underwriter (CLU) professional designation and the Chartered Financial Consultant (ChFC) professional designation.

CLU:
The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.

ChFC:
The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
 

Career Achievements

Jeff Carlson has received numerous recognitions and awards throughout his career, including the Million Dollar Round Membership, and the National Association of Insurance and Financial Advisors (NAIFA) National Sales Achievement Award and National Quality Award.

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Million Dollar Round Table (MDRT) 
Jeff  is a Million Dollar Round Table (MDRT)  Member since 2002 , and a Court of the Table member in 2009 .  MDRT is the premiere association of financial professionals. MDRT status is granted for one year and members must apply each year to continue their affiliation with MDRT.Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. MDRT's mission is to be a valued , member-driven international network of leading insurance and investment financial services professionals who servr their clients by exemplary performance and the highest standards of ethics , knowlwdge , service and productivity.

Jeff Carlson has received the National Quality Award (NQA) every year since 2005. 

National Quality Award (NQA)

NAIFA's longest-standing award, the National Quality Award recognizes NAIFA members for competence and dedication as indicated by their persistency records. Those who qualify for the NQA understand their clients' needs. The policies they sell remain in force for when their clients need them most.  

Education