Northwestern Mutual - Downtown Milwaukee

Last week we closed out Northwestern Mutual – Downtown Milwaukee’s Q3 with our Quarterly Dinner that celebrates our office leaders.?This month we wined and dined at Carnevor Steakhouse! This dinner gives us the chance to reflect on how dedication, hard work, and unwavering client commitment can lead to remarkable successes. Congrats to our leaders! Each of you has played a vital role in the financial lives of many and we are incredibly proud of your contributions. Let's keep up the fantastic work!

Lights, camera, action! Drew White is no stranger to the camera.?This week FOX6 Milwaukee, WITI-TV Real Milwaukee featured Financial Advisor and Managing Director, Drew White.?Drew spoke about the importance of retirement planning.? Drew shared that between now and 2027, more than 4 million Americans will turn 65, the largest surge of Americans hitting traditional retirement age in history. Many people spend their whole lives putting away money into 401(k)s and other retirement accounts yet feel unprepared when it’s time to make those dollars count post-retirement. When you retire, you have to pay attention to withdrawals, taxable income, and health care expenses. This is why financial planning is so essential.?Your retirement plan should offer you control, options, and flexibility. If it doesn’t, let’s chat.??

In 2025, Northwestern Mutual plans to award $8.2 billion in dividends! Yes, that’s right - $8.2 billion! This sum is an all-time high for our company, $800 million more than our 2024 payout, and triple the size we expect to see from our nearest competitor.?This dividend is one of the many ways we are helping our policyowners reach their financial goals.? ? The reason this announcement is so meaningful is that it affirms the impact we have on our client’s lives. The fundamental reason people purchase permanent life insurance is, of course, to protect their loved ones and their lifelong dreams if the worst-case scenario becomes reality. But one thing this announcement demonstrates is that permanent life insurance can also help Americans build wealth and create options in their comprehensive financial plan in a way that an investing-only approach could never do. Reach out to learn more. ? #NMProud

Congratulations R. David Fritz, Jr., CLU on receiving The American College of Financial Services - 2024 President’s Award.?The President’s Award recognizes David’s leadership and generosity on behalf of The College.?David, thank you for your service and leadership.?We are truly honored to have you representing Northwestern Mutual – Downtown Milwaukee. Please join us in congratulating David on this prestigious honor!??

Last week our team members came together for a day of recognition and education. We had a packed agenda that was full of amazing speakers, including Dr. Cathy Walls speaking on “Wellness: In and Out of the Workplace” and Matt Stucky, CFA, VP & Chief Portfolio Manager, Equities that shared timely investment updates. It was an action filled day of team bonding and collaboration. At the end, we were treated to a trip to the 32nd floor of the Home Office and soaked in the view of the lake, and downtown Milwaukee. We would not be the strong network office today if it were not for our field team members. You are valued and appreciated. Thank you for all your hard work!

Our team welcomed the first days of Fall with apple picking at Peck And Bushel Organic Fruit Co. with our families! We love to celebrate the families of our advisors and teammates in special ways throughout the year. Despite the rain we still found the juiciest, sweetest apples to snack on and to enjoy for the days to come. Some of our lucky attendees found Golden Apples that were scattered throughout the orchard and received a prize! At the end we huddled together with warm coffee, laughter, and debated on who found the “perfect apple”. Thank you, Peck and Bushel for the wonderful morning!

Northwestern Mutual is the official financial planning partner of the Milwaukee Brewers! Members of our Northwestern Mutual - Downtown Milwaukee team enjoyed cheering the Crew on! We are thrilled that the Milwaukee Brewers clinched the 2024 NL Central title!!! We hope our Northwestern Mutual patch brings lots of good luck in the playoffs. Tomorrow, September 20th, is the Milwaukee Brewers College Night College - presented by Northwestern Mutual. Head to the game to gather your co-branded Brewers | Northwestern Mutual tumbler. Want to learn more about our financial planning expertise? Reach out!

Join us in welcoming our newest recruiter for our office, Christina Seese! Christina will focus on growing our Racine/Kenosha teams. Christina brings a dynamic background, where she honed her people skills by working in child welfare services, perfected her attention to detail in the hospitality industry, and developed her conversational wit at the Zoological Society of Milwaukee. Christina was attracted to the positive culture that our office promotes and the opportunity to connect with people on a deeper level within the community. We encourage you to connect with Christina to see first-hand how outstanding she is! Welcome Christina!

Last week, Kate Inglish, our Chief Marketing Officer gathered with her peers from across the country for the Marketing Engagement Fly-In.?These marketing gurus traded tips, shared experiences, and learned research insights from a Forrester guest speaker.?Marketing is an important element of our culture and an asset we are proud to offer our advisors.?

Frank Di Meglio and his fellow Northwestern Mutual Wisconsin leaders had the wonderful opportunity to attend Cocktails in the Milwaukee Brewers Clubhouse.?This event brought community leaders in the business, financial and medical sectors together to network and learn more about Alex's Lemonade Stand Foundation. Featured guest, Liz Scott was there to meet everyone and share the importance of fighting childhood cancer.?Such a beautiful and inspiring night! We love the partnership between Northwestern Mutual, the Brewers and Alex’s!