Andrew P Shulla, CLU®, ChFC®Financial Advisor |
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Office: 608-836-2094 1600 Aspen Cmns Ste 800 Sign Up for My E-mail NewsletterStay informed on the latest financial security news you can use to help guide your future. Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessCalculatorsClient CenterAdvanced Planning
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Disability Insurance for Medical ProfessionalsPhysicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered. 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. Get Involved in Our Volunteer InitiativeWatch how Northwestern Mutual employees and financial representatives are “leaving a legacy” by volunteering nationwide. Tell us how you’re giving back on our Facebook page. Going Green
New Interactive 2009 Annual Report
Our interactive report features clients talking about why they felt secure in an unstable economy. View Interactive Annual Report Northwestern Mutual and Forbes launch the new Fact & Comment page
Dividend AnnouncementNorthwestern 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. Lessons from the U.S. OpenIt takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board. 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). New Life for Life Insurance?Life insurance plays an important role in helping to provide financial security. A new article, New Life for Life Insurance?, provides a fresh perspective on its benefits and why choosing a mutual company can make a difference. Read the article About Andrew ShullaHard work, discipline, expertise, and financial planning transform aspirations into reality. Wherever you may be on the road to success, professional guidance can help you achieve your goals toward of financial security and continued growth. Whether you are seeking to preserve the full value of the success you have already achieved or looking to grow your assets over the long term, Andy Shulla can help you create a personal plan that addresses your specific goals. A good financial plan will lay out what you need to do today to help achieve your goals for tomorrow. It should take a broad range of areas into account such as, including retirement planning, education funding, estate planning, investment planning, and asset allocation, to make sure your investment portfolio is designed to match your circumstances. Andy Shulla will help you gain a clear understanding of these interrelationships which will prove valuable as you confront the evolving economic issues. Regardless of the complexity of financial issues you face, no time is better than the present to get started. The sooner you can plan ahead, the better the outlook for a financially secure future. Please contact Andy Shulla for more information.
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My MissionAs a Northwestern Mutual Financial Network Advisor, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation. By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.  Northwestern Mutual Financial NetworkWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
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© 2010, 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 Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries and affiliates. Andrew Peter Shulla 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, 1600 Aspen Cmns Ste 800, Middleton, WI 53562-4718, 608-836-3080, 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 Kosnick Financial Group 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. Andrew Peter Shulla is primarily licensed in Wisconsin and may be licensed in other states. CA License: #0B59493 |
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