Do not just hope for the life you want. Create a financial plan and choose to live that life.
At Northwestern Mutual (NM), a dedicated team of advisors helps individuals create personalized plans with the right mix of insurance and investment strategies so that dream life can become a reality.
No two people are exactly alike, and the same holds true for a financial plan. Each Northwestern Mutual plan is tailored specifically to each client. Advisors first look at their clients’ current financial picture and their goals — saving for a home, making a career pivot or retiring early, for example. Then the advisors create personalized strategies and options to help them make informed decisions going forward.
Katie Eikmeier, chief development officer, and Jennifer Brase, managing partner
Northwestern Mutual of Nebraska, which was just selected as a Choice Award winner for employee culture, is made up of industry-leading experts to help clients at different life stages, in different career fields and with different financial goals. Areas of expertise include financial, retirement and long-term care planning, wealth management, life insurance, investment strategies, disability insurance and college savings plans.
“We are an organization that cares not only about the clients we serve, but also about one another,” said Katie Eikmeier, chief development officer at Northwestern Mutual. “We are lifelong learners, constantly educating and growing ourselves to meet the ever-changing needs of our clients. And we like to have fun. We celebrate our impact through office events and outings, volunteering together, and bringing our families together several times throughout the year.”
Eikmeier said NM gives its advisors the ability to design their own calendar, creating a business model that revolves around their life, as opposed to a life structured around a business.
“Everyone is empowered to create a schedule that honors their priorities, whether that’s family and kids’ activities, philanthropy, faith, hobbies, etc.,” she said. “We want to support members of our organization in designing and living their life. When you have autonomy and flexibility over your time, you can show up as your best self because you are not having to choose between priorities that matter to you.”
For growth and development director Andrew Hoffman, it is all about treating everyone with dignity and respect.
“Everyone on the planet deserves a financial plan regardless of their background, education or profession,” he said. “Our job is to hear people’s stories and build a path to help them achieve their life goals.”
Hoffman, who mentors new advisors and educates clients, said he helps take complicated information and “makes it easier for them to digest. I get to spark confidence, help people take small steps that lead to big wins and watch their lives change in real time.”
The philanthropic work NM does throughout the community plays a large part in the company’s culture.
Northwestern Mutual Foundation, for example, helps improve the lives of children and families in need through financial support, volunteerism and collaboration with community partners.
“We have a very generous organization, both in time and financial resources,” she said. “Our teams show up in big ways across the state when it comes to philanthropy and giving back.”
For more information on Northwestern Mutual, please visit Omaha.nm.com.
