Case Studies

Northwestern Mutual case study


Northwestern Mutual is a financial services company providing life, disability income and long-term care insurance, annuities, brokerage and investment advisory services (such as for wealth and asset income protection, and education, retirement, estate and business planning), trust services, and discretionary portfolio management solutions. The mutual company, founded in 1859 in Wisconsin, has 4.5 million clients, served by more than 6,400 financial advisors at more than 300 offices across the United States. Northwestern Mutual is the largest direct provider of individual life insurance in the United States, as well as one of the “Top 5 U.S. Independent Broker-Dealers.”* In 2017, the company paid $4.1B in claims and in 2018, it is expected to pay approximately $5.3B in dividends. With more than $1.6 trillion in life insurance in force today, Northwestern Mutual maintains among the highest financial strength ratings of all life insurers.