Scott Schwertfeger, CLU^®

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Do you know someone who might share your concerns about financial security?

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Calculators

• How will changes in my tax rate effect my decision?
• What term of loan should I use?
• Should I pay off debt or invest in savings?
• What is the value of higher education?
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Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

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Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Northwestern Mutual Named #1

FORTUNE® magazine named Northwestern Mutual the “World’s Most Admired Company” in the life insurance industry.

See why we’re ranked #1 in the world.

The Road to Financial Security

Scott Schwertfeger realizes there is no single road to financial security. Indeed, the idea of financial security means something different to every person or organization, and rightfully so: all have different resources, needs and expectations.

Scott Schwertfeger acknowledges and appreciates that no two clients are alike, so his first priority always is a conversation. Scott’s goal is to understand your current situation, as well as future wants and needs, before providing any recommendations. And as time goes by, he continues the conversation, because ideas that may have been appropriate before often need adjustment to accommodate evolving factors. Ensuring future financial security is an ongoing process, not a single event.

Learn more about Scott Schwertfeger and his team and how they can serve you. 

Finding Cures for
Childhood Cancer

Scott Schwertfeger and the Scott Schwertfeger Group sponsored Hole #1 in the "I Back Jack" Golf Outing. "I Back Jack" is a non-profit organization, working to find cures for neuroblastoma, which typically affects infants and children. To learn more, please visit Scott's Community Involvement page.

The Business Corner

If you own or operate a business, Scott Schwertfeger recommends the following articles:

• A Retirement Message for the Small Business Owner
• What's Key for Your Business?
• Nonqualified Deferred Compensation Plans
• Permanent Life Insurance for All of Life's Stages

Click here to read additional articles.

With a focused expertise on the business owner, Scott Schwertfeger can provide guidance for any stage of your business:

• Starting Your Business
• Growing Your Business
• As Your Business Matures
• Transferring Your Business

My Mission

"My mission is to be the catalyst to assist my clients in achieving their financial security."

The Masterpiece Style & Speed Showcase
August 27 & 28, 2011

Scott Schwertfeger is sponsoring The Masterpiece Style & Speed Showcase for the 3rd consecutive year. 

The event featured rare and exotic Ferraris, Bentleys, Proches, Maseratis and Mercedes from around the world. The Showcase benefits the Jewish Family Services (JFS). 

Click here to read more. 

A Career as a Financial Representative

Scott Schwertfeger is also the Managing Director for the Scott Schwertfeger Group, a District Network Office for the Northwestern Mutual Financial Network located in Glendale, Wisconsin.

To learn more about a career as a Financial Representative, visit The Scott Schwertfeger Group. 

Are you working with a TEAM of experts that understand Your Financial Values?

To address your unique needs, Scott Schwertfeger and his team believe in a collaborative approach.  As a team, they have combined their talents, skills, and expertise to provide even more exceptional service than one can offer alone.   Visit Scott's Team Page to learn more about this great group.   

Scott Schwertfeger Wins Northwestern Mutual's Managing Director Achievement Award

The award recognizes Scott Schwertfeger for overall excellence in District Network Office development, including productivity, recruitment and retention of Financial Representatives, and persistency in serving and retaining clients.

Northwestern Mutual In The News

Managing Your Money In A Downturn
Northwestern 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).