Northwestern Mutual Primary Products

Northwestern Mutual Financial Planning Products

Our advisors connect your finances to what you want out of life and create a plan designed to make it happen, revealing possibilities while protecting you from the unexpected—today and every day after.

  • A personalized plan that brings all aspects of your financial life together,

  • A wide range of financial options and strategies tailored to your life and goals,

  • Your go-to financial expert who helps keep your big picture, and dreams, in focus.

Start planningFind out more

Financial tools and resources to help you reach your goals.

Find out how much life insurance is right for you.

Is financial planning right for me?

How much do you know about working with a financial advisor?

Picture of a financial representative

Our financial advisors are here to guide you.

Our advisors can get you closer to your dreams—showing you the right financial steps to take today and in the days to come. Here's what you can expect when you work with one:

  • Answers to the questions you have, and the ones you never knew you had

  • Help seeing your financial blind spots and ways to account for them

  • A judgment-free, pressure-free environment

  • Jargon-free conversations

  • A financial partner who sees where you are now and where you want to go

What you get when you work with Northwestern Mutual:

An expert to partner with

Someone who understands what's most important to you today and in the days to come. Who thinks of all the what-ifs so you don't have to, guiding you as your life and goals change.

A plan tailored to your life

You'll get a free, personalized plan that balances your current, and future, priorities. It puts all of the pieces of your financial life in one place, so you can make the best financial choices today and every day after.

Top-rated products and services

NerdWallet ranked us number one on their list of Best Life Insurance Companies1 and we're a Top 10 Independent Investment Broker-Dealer.2 So you get a wide range of financial options, like insurance and investments, tailored to your plan and designed for your goals.

The top-rated financial partner you can count on.

A++ financial strength rating

AAA, Aaa, and AA+—we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.3

Top 10 ranked investment service

ranked among the Top U.S. Independent Investment Broker-Dealers2

No. 1 most trusted financial companies for life insurance

Most Trusted Financial Companies for Life Insurance ranked by Investor's Business Daily, 20214

Investors Business Daily logo

No. 1 overall ranked insurance company

Best Life Insurance Company ranked by NerdWallet, 20201

NerdWallet logo

Questions about Northwestern Mutual? We've got answers.

For the most part, our advisors will design a financial plan at no cost to you. However, some advisors may charge a fee for certain types of planning, but they'll let you know up front.

Get started on your plan.

Our financial advisors will look at your big picture. They'll think of all the what-ifs so you don't have to and guide you through life events big and small, like paying for college, buying a house, getting married, having a baby, adopting a child, retiring or inheriting assets. Get a feel for what it's like to work with our advisors.

To get started on a plan connect with an advisor.

At Northwestern Mutual, our recommendations are based on your priorities and what you can afford—so you only get the types of insurance you need, and nothing you don't. And with the highest financial strength ratings in the insurance industry3 and 162 years in this business, we'll be here when you need us.

Get started to learn more about what insurance fits your needs.

Most companies focus on short-term gains, we look at your financial big picture to help you get to your goals. Our unique approach brings together a wide range of financial options, including investments and insurance to help you grow your wealth while protecting everything you've worked so hard for. Plus, all our financial advisors have ongoing support of our Wealth Management Investment Team which includes CFA® charterholders and experts who provide ongoing thought leadership and market insights.

Connect with an advisor to find out how you can take your investments to the next level.

We are committed to a culture of inclusion and respect—one that applies the collective ideas, opinions, and creativity of our diverse workforce to deliver the innovative financial solutions our clients need. We're dedicated to fostering an environment where our employees, advisors, clients, and communities feel recognized and respected. Find out more about the steps we continue to take to create a diverse and inclusive culture.