Daniel K Loventhal, CFP®, CLU®, CLTC®, ChFC®

Financial Representative

Financial Security Planning

None of us can predict the future.  The best we can do is prepare for it – with a plan that anticipates the risks we are likely to face, prepares us for the challenges we need to overcome, and identifies the opportunities we need to seize. Your path to financial security starts with a comprehensive plan that outlines a clear path to achieving success.  I can help you create a plan based on your values that addresses your dreams for the future.

Northwestern Mutual honored as one of FORTUNE’s World’s Most Admired Companies 

Northwestern Mutual has once again been named one of FORTUNE's World's Most Admired Companies in our industry for the 37th year. We're proud to be ranked #5 overall in the "Insurance: Life and Health" industry and lead in the quality of products/services and social responsibility categories. We also ranked highly in the financial soundness, use of corporate assets and quality of management categories.

Since 1983, FORTUNE® has surveyed top executives and directors from eligible companies, as well as financial analysts, to determine the companies with the strongest reputations within and across industries.

As a company that offers financial security planning and products solely in the United States, we're proud to be recognized as one of the most admired companies globally. This would not be possible without our dedicated employees and financial advisors who put our clients first and work hard to meet their needs, day in and day out.

While we are excited to see our FORTUNE® ranking each year and share the recognition, the list shows unexplained variability year to year. Though FORTUNE® compiles the rankings, it does not provide insight as to how peers rate our company and the evolution of the industry has made it increasingly less predictable where Northwestern Mutual and our competitors rank each year.


                      

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.